Jason Lee
Melbourne,VIC
Summary
Over 2 years of experience in Macquarie Business Bank's Collateral Management team, specialising in managing complex, high-exposure transactions up to $50M. Proven track record in achieving outstanding results, consistently leading national KPI's while implementing process improvements to enhance operational efficiency. Demonstrated strong security structure analysis and regulatory compliance, alongside exceptional stakeholder relationship management.
Overview
2
2
years of professional experience
Work History
Senior Associate - Collateral Management
Macquarie Bank
04.2022 - Current
- Managed the most complex and high exposure transactions of up to $50m
- Consistently developed and maintained strong relationships with internal and external stakeholders to facilitate the end-to-end settlement process for corporate, commercial, and retail lending transactions
- Reviewed security structures and provided feedback to analysts and post-approval teams
- Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions
- Implemented process improvements that led to significant time savings and increased accuracy in deliverables
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results
- Leader in national statistics and KPI’s in a high performing team, consistently achieving over 150%
- Ensured regulatory framework consistency and risk mitigation through accurate entry and interpretation of data
- Trained and supported new team members, maintaining culture of collaboration.
Education
Bachelor of Commerce - Finance & Economics
Bond University
Gold Coast, QLD08.2021
Skills
- High-Value Transaction Management
- Security Structure Analysis
- Operational Efficiency Optimisation
- Regulatory Compliance & Risk Management
- Project Management
- Stakeholder Relationship Management
- Data Interpretation & Accuracy
- Multitasking & Prioritisation
- Team Training & Development
Timeline
Senior Associate - Collateral Management
Macquarie Bank
04.2022 - Current
Bachelor of Commerce - Finance & Economics
Bond University
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