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Finance Professional specialising in analysis
Chantal Williams BSc (Hons), ACCA
,
Fareham, United Kingdom
Experience
Other titles
Skills
I'm offering
Financial Services Professional with almost a decade of experience in the various fields including; audit with specialisation in financial institutions and and relationship management with a focus on development and construction clients
Markets
United Kingdom
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Language
English
Fluently
Ready for
Ongoing relation / part-time
Available
My experience
2018 - 2020
job
Corporate Relationship Officer
National Commercial Bank Jamaica Limited.
Responsibilities:
• Manage a portfolio of clients with revenues in excess of US$10M in the tourism and construction
industry, providing customized financing solutions to meet their various needs
• Responsible for origination and execution of aforementioned solutions
• Assessment of customers based on quantitative and qualitative factors so as to establish the risk
profile and the appropriate pricing.
• Conducting financial analysis and recommendation of terms, conditions and covenants to provide
viable banking proposal to the client within sound credit lending practices
• Prepare credit application for prospects in conjunction with client's Relationship Manager
• Ensure that Credits are reviewed before expiry dates and / or required extensions done
• Ensure compliance with Regulator's requirements
• Ensure high level of service is maintained and that credit applications are presented in professional
and timely manner
• Ensure that credits are reviewed on a timely basis on receipt of the required information
• Ensuring that credits are in compliance with the bank's lending policies
• Keep the Senior Manager, Credit Solutions and Corporate and Commercial Banking Department
abreast of all developments both positive and adverse and to suggest possible solutions / strategies
where necessary.
• Determine the adequacy and enforceability (with legal help if necessary) of collateral security, the financial condition of borrowers and their capacity to service the debts being presented to Credit Risk
/ Credit Committee for approval
• During the last financial year, saw through from structuring to disbursement, the issue of a loan
facility totaling US$16M and J$500M to one of the largest hotel chains on the island for construction
of a new facility as well as the renovation of existing ones
• During the last financial year, participated in a syndicated deal for the construction of a hotel in Grenada by one of the largest regional hotel chains to the tune of US$10M. This was co-funded by a
regional bank.
• Wrote and had approved the first Euro funded loan facility for one of the largest construction
companies in Jamaica which saw them fulfilling an EU funded government contract for the renovation of hospitals across the island.
• For the last financial year, my targets were deposit growth of J$1.6B (met at 110%), loan growth
target of J$1.44B (achieved 98%), self-originated loans of J$1.6B (met 100%) and profitability target of J$450M of which 100% was achieved
• Manage a portfolio of clients with revenues in excess of US$10M in the tourism and construction
industry, providing customized financing solutions to meet their various needs
• Responsible for origination and execution of aforementioned solutions
• Assessment of customers based on quantitative and qualitative factors so as to establish the risk
profile and the appropriate pricing.
• Conducting financial analysis and recommendation of terms, conditions and covenants to provide
viable banking proposal to the client within sound credit lending practices
• Prepare credit application for prospects in conjunction with client's Relationship Manager
• Ensure that Credits are reviewed before expiry dates and / or required extensions done
• Ensure compliance with Regulator's requirements
• Ensure high level of service is maintained and that credit applications are presented in professional
and timely manner
• Ensure that credits are reviewed on a timely basis on receipt of the required information
• Ensuring that credits are in compliance with the bank's lending policies
• Keep the Senior Manager, Credit Solutions and Corporate and Commercial Banking Department
abreast of all developments both positive and adverse and to suggest possible solutions / strategies
where necessary.
• Determine the adequacy and enforceability (with legal help if necessary) of collateral security, the financial condition of borrowers and their capacity to service the debts being presented to Credit Risk
/ Credit Committee for approval
• During the last financial year, saw through from structuring to disbursement, the issue of a loan
facility totaling US$16M and J$500M to one of the largest hotel chains on the island for construction
of a new facility as well as the renovation of existing ones
• During the last financial year, participated in a syndicated deal for the construction of a hotel in Grenada by one of the largest regional hotel chains to the tune of US$10M. This was co-funded by a
regional bank.
• Wrote and had approved the first Euro funded loan facility for one of the largest construction
companies in Jamaica which saw them fulfilling an EU funded government contract for the renovation of hospitals across the island.
• For the last financial year, my targets were deposit growth of J$1.6B (met at 110%), loan growth
target of J$1.44B (achieved 98%), self-originated loans of J$1.6B (met 100%) and profitability target of J$450M of which 100% was achieved
Security, Service, Compliance, Banking, Growth, Assessment, Manager
2016 - 2018
job
Assistant Relationship Manager
Sagicor Bank Jamaica Limited.
Responsibilities:
• Manage a portfolio of clients, providing customized financing solutions
• Responsible for origination and execution of aforementioned solutions
• Assessment of customers based on quantitative and qualitative factors so as to establish the risk
profile and the appropriate pricing.
• Conducting financial analysis and recommendation of terms, conditions and covenants to provide
viable banking proposal to the client within sound credit lending practices
• Prepare credit application for prospects in conjunction with client's Relationship Manager
• Ensure that Credits are reviewed before expiry dates and / or required extensions done
• Ensure compliance with Regulator's requirements
• Ensure high level of service is maintained and that credit applications are presented in professional
and timely manner
• Ensure that credits are reviewed on a timely basis on receipt of the required information
• Ensuring that credits are in compliance with the bank's lending policies
• Keep the Senior Manager, Credit Solutions and Corporate and Commercial Banking Department
abreast of all developments both positive and adverse and to suggest possible solutions / strategies
where necessary.
• Determine the adequacy and enforceability (with legal help if necessary) of collateral security, the financial condition of borrowers and their capacity to service the debts being presented to Credit Risk
/ Credit Committee for approval
PricewaterhouseCoopers, Kingston Jamaica September 2012 - Spetember 2016
Senior Associate
Responsibilities:
• Experience gained in some of the largest companies in the following industries; Financial Services,
Petroleum Distribution, Manufacturing Operations, Distribution & Shipment, Insurance and Public
sector engagements.
• Experience specific to financial institutions was gained in the following areas: Investments, Loans and Loan Provisioning and Deposits.
• Collecting and analyzing client data to detect deficient physical, IT and operational controls using
client software, namely AccPac, SAP, Oracle, JD Edwards, Great Plains and 4D
• Independently audited all Financial Line Items in varying sectors, notably Investments, Receivables,
Inventories, Equity, Payables, Loans and Provisions, Revenue, Cost of Sales and Expenses etc.
• Preparing detailed documentation in Aura software to report on audit findings and facilitating
discussion with clients.
• Maintaining up to date professional and technical knowledge by attending educational workshops
facilitated by the firm or through professional webinars; reviewing professional publications;
establishing personal networks; participating in professional societies/charities
• Planning and execution of audit strategy in tandem with the pre-determined needs of the client
• Leading and managing various audit teams to achieve the objectives for the specific client. Liaison
between team members and management to effectively and efficiently execute the audit and produce our deliverables within the agreed timelines.
• Manage a portfolio of clients, providing customized financing solutions
• Responsible for origination and execution of aforementioned solutions
• Assessment of customers based on quantitative and qualitative factors so as to establish the risk
profile and the appropriate pricing.
• Conducting financial analysis and recommendation of terms, conditions and covenants to provide
viable banking proposal to the client within sound credit lending practices
• Prepare credit application for prospects in conjunction with client's Relationship Manager
• Ensure that Credits are reviewed before expiry dates and / or required extensions done
• Ensure compliance with Regulator's requirements
• Ensure high level of service is maintained and that credit applications are presented in professional
and timely manner
• Ensure that credits are reviewed on a timely basis on receipt of the required information
• Ensuring that credits are in compliance with the bank's lending policies
• Keep the Senior Manager, Credit Solutions and Corporate and Commercial Banking Department
abreast of all developments both positive and adverse and to suggest possible solutions / strategies
where necessary.
• Determine the adequacy and enforceability (with legal help if necessary) of collateral security, the financial condition of borrowers and their capacity to service the debts being presented to Credit Risk
/ Credit Committee for approval
PricewaterhouseCoopers, Kingston Jamaica September 2012 - Spetember 2016
Senior Associate
Responsibilities:
• Experience gained in some of the largest companies in the following industries; Financial Services,
Petroleum Distribution, Manufacturing Operations, Distribution & Shipment, Insurance and Public
sector engagements.
• Experience specific to financial institutions was gained in the following areas: Investments, Loans and Loan Provisioning and Deposits.
• Collecting and analyzing client data to detect deficient physical, IT and operational controls using
client software, namely AccPac, SAP, Oracle, JD Edwards, Great Plains and 4D
• Independently audited all Financial Line Items in varying sectors, notably Investments, Receivables,
Inventories, Equity, Payables, Loans and Provisions, Revenue, Cost of Sales and Expenses etc.
• Preparing detailed documentation in Aura software to report on audit findings and facilitating
discussion with clients.
• Maintaining up to date professional and technical knowledge by attending educational workshops
facilitated by the firm or through professional webinars; reviewing professional publications;
establishing personal networks; participating in professional societies/charities
• Planning and execution of audit strategy in tandem with the pre-determined needs of the client
• Leading and managing various audit teams to achieve the objectives for the specific client. Liaison
between team members and management to effectively and efficiently execute the audit and produce our deliverables within the agreed timelines.
Compliance, Manager, UP, Audit, Software, Assessment, Insurance, It, Workshops, Banking, Operations, Service, Security, Sales, Management, SoMe, SAP, Audit, Oracle
2012 - 2016
job
Senior Associate
PwC.
Experience gained in some of the largest companies in the following industries; Financial Services,
Petroleum Distribution, Manufacturing Operations, Distribution & Shipment, Insurance and Public
sector engagements.
• Experience specific to financial institutions was gained in the following areas: Investments, Loans and
Loan Provisioning and Deposits.
• Collecting and analyzing client data to detect deficient physical, IT and ope
• Independently audited all Financial Line Items in varying sectors, notably Investments, Receivables, Inventories, Equity, Payables, Loans and Provisions, Revenue, Cost of Sales and Expenses etc.
• Preparing detailed documentation in Aura software to report on audit findings and facilitating discussion with clients.
• Maintaining up to date professional and technical knowledge by attending educational workshops facilitated by the firm or through professional webinars; reviewing professional publications; establishing personal networks; participating in professional societies/charities
• Planning and execution of audit strategy in tandem with the pre-determined needs of the client
• Leading and managing various audit teams to achieve the objectives for the specific client. Liaison
between team members and management to effectively and efficiently execute the audit and produce our deliverables within the agreed timelines.
Petroleum Distribution, Manufacturing Operations, Distribution & Shipment, Insurance and Public
sector engagements.
• Experience specific to financial institutions was gained in the following areas: Investments, Loans and
Loan Provisioning and Deposits.
• Collecting and analyzing client data to detect deficient physical, IT and ope
• Independently audited all Financial Line Items in varying sectors, notably Investments, Receivables, Inventories, Equity, Payables, Loans and Provisions, Revenue, Cost of Sales and Expenses etc.
• Preparing detailed documentation in Aura software to report on audit findings and facilitating discussion with clients.
• Maintaining up to date professional and technical knowledge by attending educational workshops facilitated by the firm or through professional webinars; reviewing professional publications; establishing personal networks; participating in professional societies/charities
• Planning and execution of audit strategy in tandem with the pre-determined needs of the client
• Leading and managing various audit teams to achieve the objectives for the specific client. Liaison
between team members and management to effectively and efficiently execute the audit and produce our deliverables within the agreed timelines.
Audit, Financial statements, Reporting
2012 - 2012
internship
Corporate and Retail Banking Research Intern
BNS Jamaica Limited.
Responsibilities:
• Collated information regarding changes in various economic factors on various industries and the potential
impact that these changes would have on the various clients of the institution. Culminated in the preparation and presentation of reports for use by the heads of the department.
VOLUNTEER & LEADERSHIP EXPERIENCE
• Collated information regarding changes in various economic factors on various industries and the potential
impact that these changes would have on the various clients of the institution. Culminated in the preparation and presentation of reports for use by the heads of the department.
VOLUNTEER & LEADERSHIP EXPERIENCE
Retail, Research, Leadership, Banking, Internal
2011 - 2012
job
Public Relations Officer
Banking League.
University of the West Indies
• As Public Relations Officer, facilitated organization of weekly meetings for the club as well as garnered the interest of fellow students. Played a significant role in the launch of the league
(member of the inaugural executive body of the league)
• As Public Relations Officer, facilitated organization of weekly meetings for the club as well as garnered the interest of fellow students. Played a significant role in the launch of the league
(member of the inaugural executive body of the league)
Public relations
2009 - 2012
freelance
Volunteer
Office of Special Student Services.
University of the West Indies
• Assisted special need students three days per week by serving as research assistant, transcribing
documents into software to facilitate use by the students and serving as a guide on campus.
• Assisted special need students three days per week by serving as research assistant, transcribing
documents into software to facilitate use by the students and serving as a guide on campus.
Research, Software, Guide
My education
2009
-
2012
University of the West Indies
BSc, Planning & Priority
BSc, Planning & Priority
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