Barbara Donaldson_CV
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Barbara Donaldson has over 16 years of experience in financial services in deposit and lending roles. She has held positions in collateral management, commercial banking, and as an investments clerk. She has a Diploma in Compliance and is a Qualified Financial Adviser. Her experience includes processing legal documents, liaising with relationship managers and customers, and updating systems and spreadsheets. She has strong organizational, communication, and customer service skills.
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Available for interview and immediate start
Looking for Regulatory or Process Improvement contract roles, focused on Implementation and or Change Delivery roles with a daily rate 贈 (neg)
UK passport holder
Ltd Company and VAT registered
No holidays booked for 2016
Personal Liability and Indemnity insured
Activity to date:
August 2015 to date.
Sabbatical and concentrating on a self-build project at home, whilst looking for the right role. Would consider Client Reference Data remediation work or BAU/Ops Client on Boarding roles.
Barbara Donaldson_CV
- 1. Barbara Donaldson QFA 12 Grahams Court, Ballynerrin, Wicklow, Co. Wicklow Telephone: 087-7798482(M) Email: barbaradonaldson7@hotmail.com ______________________________________________________________________________ An experienced Executive and qualified QFA with Diploma in Compliance with over 16 years experience working in Financial Services Sector in both Deposit and Lending Business areas. Excellent organisational skills, with the ability to prioritise competing tasks, a conscientious hard worker with the ability to work under pressure to strict deadlines. A flexible team player who can work effectively on own initiative and through delegation, possessing adaptable and customer focused service skills. Employment Irish Bank Resolution Corporation Ltd. Sept. 1998 June 2015 (Formerly of Anglo Irish Bank) (Formerly of Irish Nationwide Building Society) Job Title: Officer July 2012 June 2015 Collateral Management of IBRC Ltd. (SL) Operations Dept. Key Achievements: Reviewed security documentation for NAMA & Non-NAMA Accounts prepared by both the Banks professional advisors and lending teams ensuring it meets the Banks specific requirements for releasing security documents. Liaised with Lending Teams regarding the Banks requirements for releasing security. Accurately inputted and maintained the Banks collateral data on our core IT systems. Provided information to team management on any issues encountered during reviews and liaised with lending teams to resolve said issues. Liaised with Company Secretarial Department with regard to the Register of processed documents to ensure that all data was correct that was provided for Committee that reported to the Board of IBRC. Liaised with Capita (service provider) with regard to the Register of processed NAMA documents and on a monthly basis provided report to Capita that eventually went to NAMA. Provided feedback on development of policies and efficiency of processes as necessary. Proactive in responding to the many changes within the organisation and processes. Commercial Banking Executive April 2008 - July 2012 Banking (Commercial) Department and NAMA Unit. Key Achievements: 1. Security Documents Responsible for processing Legal Documents in relation to Commercial Loan facilities including the Belfast Office Completing Checklists, obtained appropriate and necessary sign-off before documents are sent to the Legal Department Liaised with NAMA Legal Department obtaining their authorisation in relation to NAMA accounts Liaised with the Legal Department in arranging signing, sealing and return of legal documents Liaised with Relationship Managers and external Solicitors regarding Security Documents Responsible for updating Logs and filing copies for our records and for Audit requirements.
- 2. 2. Development Loan Proceeds Liaised with Treasury Back Office & Loan Administration team regarding Commercial Loan account receipts, updating Excel Spreadsheets on certain loan facilities Liaised with Relationship Managers, Customers and Solicitors in relation to Loan Proceeds 3. Member of Banking Administration Team Processed requests from the Banking Admin. e-mail, mainly Security Requests, but provided cover for other Team members dealing with Section 131 Applications (NAMA Documents). Commercial Lending Administrator April 2005 March 2008 Commercial Lending Department Irish Nationwide Building Society Key Achievements: Responsible for the Pay-out Section - payment preparation of Electronic Transfers and Cheques by cut-off time of 12.30p.m., obtaining the necessary Management authorisation signatories Created Account Information for Account Creation Team for Summit (Customer account Database System) Liaised with the Treasury Dept. with regard to funds, transfers and interest rates Liaised with Lenders regarding pay-outs Updated Commitments Table (Management Information Report) in Access Ran reports daily/weekly/monthly Secretary to Commercial Dept.s Credit Committee, arranging Meetings, preparing Credit Committee Packs with Commercial Loan Applications and responsible for taking minutes of the meetings. Investments Clerk April 1999 April 2005 Savings & Investment Department (Deposits) Irish Nationwide Building Society Worked in various positions: - Government SSIA Account Section - Bond Account Section - Lost/Stolen Passbook All Customer Service Roles Professional Education The Institute of Bankers in Ireland Qualified Financial Adviser Diploma (QFA) 2008 Professional Diploma in Compliance 2006 Foundation Certificate in Compliance 2005 Certificate in Direct Banking Services 2004 International Academy of Computer Training Certificate in Office Computing Skills Microsoft Word Level 2 2005 Certificate in Office Computing Skills Microsoft Excel Level 2 2005 Cathal Brugha Street D.I.T. Diploma in Applied Social Studies 1994 Athlone R.T.C. Certificate in Social Studies 1989 - 1991
- 3. Hobbies and Interests Music, keep fit and walking