Khanh Vu
Padstow,NSW
Summary
Dedicated Lending Manager with a background in compliance and federal regulations. Knowledgeable in workflow monitoring, loan origination procedures and performance management. Offering a successful career history comprising more than 10 years. Knowledgeable in credit policies and data analysis. Looking to bring further success to a bank through exceptional attention to detail, quality control and a dedication to customer service.
Strong interest in investment and equities market.
Great outcome in last performance review.
Ranked top 3 in productivity leader board in NSW in 2019.
Strong working relationship and good rapport with all stakeholders.
Overview
25
25
years of professional experience
Work History
Lending Manager / Senior Lending Analyst
Westpac Group
Padstow, New South Wales
04.2000 - Current
- Oversaw entire loan process to ensure each client received exceptional service.
- Trained newly hired employees to provide information regarding processes, procedures and deadlines.
- Analyzed complex company, trust , partnership and sole trader financial statements and tax returns to complete underwriting process.
- Evaluated Commercial & Consumer Loan applications against lending specifications to approve, reject or recommend files.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Completed prospects' loan analysis in a timely manner.
- Worked closely with key stakeholders being sales team, credit, documentation team, legal team and customer / broker to ensure a good customer experience.
- Conducted Annual and Maturity Reviews for complex commercial connections.
- Assisted banker in monitoring excesses.
- Assist in identifying system and process deficiencies.
Relationship Manager
NAB
02.2007 - 01.2010
- Managed a portfolio of small business clients.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit origination for credit compliance.
- Developed and cultivated relationships with both new and existing clients through effective communication and interpersonal skills.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Operated in self-directed environment with minimal input to solve problems and implement resolutions.
- Assessed client satisfaction throughout credit management process by soliciting customer feedback.
- Generated new business and referral clients in partnership with financial advisers and branch team.
Education
Bachelor of Economics - International Economics And Statistics
University Of Sydney
Sydney NSWSome College (No Degree) - Graduate Diploma in Accountancy
University Of Technology
Sydney NSWSkills
- Verbal and written communication
- Process and procedure refinement
- Loan processing knowledge from interview to settlement
- Regulatory requirements
- Business development
- Relationship building and management
- Reporting familiarity
Timeline
Relationship Manager
NAB
02.2007 - 01.2010
Lending Manager / Senior Lending Analyst
Westpac Group
04.2000 - Current
Bachelor of Economics - International Economics And Statistics
University Of Sydney
Some College (No Degree) - Graduate Diploma in Accountancy
University Of Technology
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