Stephanie Truong
Lidcombe,NSW
Summary
My current position is a Business Banking Manager at National Australia Bank. I have 2 years of experience in relationship management and 5 years in lending. I'm knowledgeable about banking practices, credit policy, available products and services in the industry and have a solid operating rhythm.
Currently, I am seeking a full time position to further build my skillset within other areas of banking.
Overview
8
8
years of professional experience
Work History
Business Banking Manager
National Australia Bank
08.2022 - Current
- Managing and grow a portfolio of small to medium sized business clients
- Working with clients on their business plans and mitigating risks
- Assess economic value and risk potential of new business
- Prepare and submit customer lending proposals
- Financial analysis and assessment
- Establishing and maintaining strong, positive working relationships with stakeholders internally and externally.
Lending Associate
National Australia Bank
04.2021 - 08.2022
- Support new and increased lending through the creation and preparation of complex lending submissions
- Perform credit analysis and interpretation of client's financial information
- Delivering a superior customer experience by managing the end to end lending process and engaging the necessary internal and external contacts
- Developing strong customer relationships to identify new business and referral opportunities
Credit Analyst
National Australia Bank
04.2020 - 04.2021
- Preparation of lending submissions for loan restructures and annual review
- Perform credit analysis and interpretation of client's financial information
- Managing end to end lending process
- Strong attention to detail
Business Support Advisor
National Australia Bank
10.2018 - 04.2020
- Assisting in back office Post Approval space for documentation preparation, security check, drawdown and settlement
- Managing work queues and task allocations
- Liaising and collaborating with internal stakeholders
Customer Service Representative
Citibank
08.2016 - 10.2018
- Responding to inbound calls from clients and address their needs, complaints or other issues with products as required
- Delivering excellent customer service
- Identifying opportunities for sales
- Exceeding metrics and KPIs
Education
Bachelor of Business - Finance
University of Technology Sydney
05.2015
Skills
- Portfolio and client relationship management
- Building and maintaining relationship with key stakeholders
- Commercial Lending
- Financial analysis and assessment
- Credit writing
- Loan structuring
- Risk Mitigation
- Verbal and written communication skills
- Strong operating rhythm
- Problem solving
- Attention to detail
References
Will be provided upon request.
Timeline
Business Banking Manager
National Australia Bank
08.2022 - Current
Lending Associate
National Australia Bank
04.2021 - 08.2022
Credit Analyst
National Australia Bank
04.2020 - 04.2021
Business Support Advisor
National Australia Bank
10.2018 - 04.2020
Customer Service Representative
Citibank
08.2016 - 10.2018
Bachelor of Business - Finance
University of Technology Sydney
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