Commercial Account Manager
January 2016 - Present (2 years)
Prepare accurate credit submissions for new and existing clients; ensuring they contain the relevant business and financial information to enable lending decisions to be made by the appropriate approval authority at first pass.
Maintain Credit Quality and assist in the management of daily excesses, covenant monitoring, reviews, expired loans and watchlist/management schedule returns
Support the Commercial Manager by providing portfolio relationship management to an assigned group of accounts.
Proactively understand and identify client’s financial services requirements through regular contact.