Experience

CHG-MERIDIAN APAC

• Australia
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Portfolio Specialist

  • Feb 2021 - Present



Equigroup - Part of the CHG-MERIDIAN Group

• Australia
• Financial Services
• 1 - 100 Employee

• Portfolio Specialist

  • May 2017 - Feb 2021



Pepper Money ANZ

• Australia
• Financial Services
• 500 - 600 Employee

• Settlement Officer

  • Nov 2016 - Apr 2017



GE Capital

• United States
• Financial Services
• 700 & Above Employee

• Senior Documentations and Settlements Specialist - Commercial Finance

  • Jun 2011 - Mar 2016

  Provide accurate, timely and correct production of various transaction documents within exceptional time frame to meet SLA, completing settlement of all transactions in the Equipment Finance, GE Commercial Lease, GE Healthcare and Distribution Finance NZ business. Working closely with Risk Managers, Portfolio Management Associates, Account Managers and Legal council on complex finance applications and lead specialist on new Aircraft finance deals and time critical Distribution Finance Import… Show more Provide accurate, timely and correct production of various transaction documents within exceptional time frame to meet SLA, completing settlement of all transactions in the Equipment Finance, GE Commercial Lease, GE Healthcare and Distribution Finance NZ business. Working closely with Risk Managers, Portfolio Management Associates, Account Managers and Legal council on complex finance applications and lead specialist on new Aircraft finance deals and time critical Distribution Finance Import documentation and FX settlements. Facilitate risk assesment by Performing AML checks including Roots/Bridger Screening on the Suppliers and their shareholders and Performing Companies checks, PPSR Searches and Registrations ensuring Company’s Personal Properties and Securities are perfected. Show less Provide accurate, timely and correct production of various transaction documents within exceptional time frame to meet SLA, completing settlement of all transactions in the Equipment Finance, GE Commercial Lease, GE Healthcare and Distribution Finance NZ business. Working closely with Risk Managers, Portfolio Management Associates, Account Managers and Legal council on complex finance applications and lead specialist on new Aircraft finance deals and time critical Distribution Finance Import… Show more Provide accurate, timely and correct production of various transaction documents within exceptional time frame to meet SLA, completing settlement of all transactions in the Equipment Finance, GE Commercial Lease, GE Healthcare and Distribution Finance NZ business. Working closely with Risk Managers, Portfolio Management Associates, Account Managers and Legal council on complex finance applications and lead specialist on new Aircraft finance deals and time critical Distribution Finance Import documentation and FX settlements. Facilitate risk assesment by Performing AML checks including Roots/Bridger Screening on the Suppliers and their shareholders and Performing Companies checks, PPSR Searches and Registrations ensuring Company’s Personal Properties and Securities are perfected. Show less



BNP Paribas Fortis

• Belgium
• Banking
• 700 & Above Employee

• Loans and Agency Administrator

  • Dec 2004 - Sep 2009

  Portfolio Management of corporate finance facilities for clients which included Agency, Syndicated, Bilateral lending, Export & Project Finance, Aircraft Finance, Leveraged Finance, Structured Finance, Corporate Banking, Energy and Commodities, Media & Telecom and Acquisition Finance. Processing of drawdowns, repayments and rollovers of loans and ensure trades were settled correctly on settlement date. Portfolio Management of corporate finance facilities for clients which included Agency, Syndicated, Bilateral lending, Export & Project Finance, Aircraft Finance, Leveraged Finance, Structured Finance, Corporate Banking, Energy and Commodities, Media & Telecom and Acquisition Finance. Processing of drawdowns, repayments and rollovers of loans and ensure trades were settled correctly on settlement date.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Senior Associate for Asia Pacific Securities

  • Jun 2002 - Sep 2004

  Managed Settlements and Discharges for New Zealand residential properties for ANZ Singapore, ANZ Hong Kong and ANZ Australia customers. Also ensuring ANZ New Zealand requirements were fully met prior to settlement and managing discharge confirmation with all parties involved.

• Securities Officer - Mortgage Operations

  • Feb 2001 - Jun 2002

  I worked in the ANZ Mortgage Settlements and Discharge team, confirming correct documentation has been completed for settlement and advising solicitors of mortgage settlement amounts and completing mortgage discharge confirmation.