Jason Lee
Melbourne,VIC
Summary
Highly motivated and results-driven professional specialising in managing complex lending transactions. Adept at balancing competing priorities in fast-paced environments through strong workflow management and excellent problem solving skills. Strategic thinker and strong communicator who can engage with stakeholders at all levels.
Overview
3
3
years of professional experience
Work History
Credit Support
Macquarie Bank
08.2025 - Current
- Triage and optimise deals to ensure completeness and accuracy for CRA
- Security structure and borrowing structure analysis to ensure alignment with credit policy
- Trust deed vetting
Collateral Management
Macquarie Bank
04.2022 - 08.2025
- Manage complex and high exposure transactions, facilitating seamless execution of settlement processes and credit risk management
- Liaise with internal and external stakeholders, assisting with deal execution and due diligence to ensure that all conditions precedents are satisfied
- Review security structures and provide feedback to analysts and post-approval teams
- National leader in KPIs, consistently achieving over 150% in a high performing team
- Streamline operational processes, resulting in significant time savings and improved accuracy in deliverables
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results
- Adhere to internal systems, process and policy at all times
Education
Bachelor of Commerce - Finance And Economics
Bond University
Gold Coast01-2021
Skills
- Deal vetting and optimisation to support CRA
- Borrowing structure and security structure analysis
- Stakeholder engagement and strong relationships across the BB ecosystem
- Process improvement initiatives and project delivery to drive operational efficiency
- Workflow management with proven record of exceeding KPIs
- In-depth understanding of internal processes and compliance requirements
- Written and verbal communication, with experience preparing reports and presentations for senior stakeholders
Timeline
Credit Support
Macquarie Bank
08.2025 - Current
Collateral Management
Macquarie Bank
04.2022 - 08.2025
Bachelor of Commerce - Finance And Economics
Bond University
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