Internationaler Berater für Trade Finance mit Expertise in Verträgen, Akkreditiven, Garantien, Cash Management, SWIFT und digitalen Finanztechnologien
Aktualisiert am 02.06.2024
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 03.06.2024
Verfügbar zu: 100%
davon vor Ort: 5%
Trade Finance
Cash Management
Banking
Letter of Credit
Guarantees
Akkreditiv
Garantie
Bürgschaft
Export Finance
Structured Finance
URDG
Banking/Finance
BPMN
Adonis
Atlassian JIRA Agile
Atlassian Confluence
FirstSpirit
SWIFT
XML
English
business fluent / C1
German
native
Russian
native
Spanisch
Grundkenntnisse

Einsatzorte

Einsatzorte

Frankfurt am Main (+500km) Berlin (+500km) Hamburg (+500km) Müchen (+500km) Wien (+500km) Zürich (+500km) Basel (+500km) Linz (A-4030, A-4040, A-4020) (+500km)
Deutschland, Schweiz, Österreich

möglich

Projekte

Projekte

1 Jahr 2 Monate
2022-05 - 2023-06

External Guarantee Specialist

Business Analyst Adonis FirstSpirit Atlassian JIRA ...
Business Analyst
  • Advisory on Demand Bank Guarantees & Standby Letters of Credit
  • Project Management & Implementation/Onboarding of products and systems (KYC, Compliance, Business Case)
  • Oversee the RFPs through to procurement for project services and products
  • Consolidation and revision of Guarantee processes with Adonis NP
  • Product Management Trade Finance (Germany and international branches)
Trade Finance URDG Guarantees
Adonis FirstSpirit Atlassian JIRA Atlassian Confluence
Commerzbank AG/Consileon Frankfurt GmbH
Remote
1 Jahr 5 Monate
2021-02 - 2022-06

Guarantee Specialist

Guarantee Specialist UIPath NTF360 Atlassian JIRA Agile ...
Guarantee Specialist

  • Deep knowledge of UCP 600, ISBP 745 and URDG 758 and SWIFT 798 for guarantees and sureties
  • Answer to RFIs, RFPs and other customer requests in the context of a sales cycle
  • Programming RPA (UiPath) and bring forward digitalization within Guarantee Department

NTF RPA Guarantees Trade Finance URDG
UIPath NTF360 Atlassian JIRA Agile Atlassian Confluence
Raiffeisenlandesbank Oberösterreich
Remote
2 Jahre 1 Monat
2018-04 - 2020-04

Trade & Receivables Finance Sales

Business Manager CRM Adonis Project Controlling ...
Business Manager
  • Managed the sales function, with the ability to review historical and current performance, understand the business drivers behind that performance and proactively adjust to improve future performance
  • Structured and negotiated complex trade finance and working capital solutions
  • Acting as a confirming bank for leading commodity traders using Structured Letter of Credits
  • Archived 10-15% revenue growth within ?DACH? Large Corporates portfolio with average ROE of 22%
  • Continually reviewed existing product, pricing and competition to maintain a competitive advantage
  • Ensured the highest levels of professionalism at all times to maintain positive relationships with all employees, customers, and partners
  • Close collaboration with business partners to identify and win opportunities
  • Reporting of opportunities and revenues in CRM
Trade Finance Factoring Supply Chain Finance Letter of Credit Demand Guarantees
CRM Adonis Project Controlling Atlassian JIRA Agile
Skandinaviska Enskilda Banken AB
Frankfurt am Main
1 Jahr 1 Monat
2017-04 - 2018-04

Trade Finance Special Client Service Manager

Trade Finance Specialist SWIFT Atlassian JIRA CRM ...
Trade Finance Specialist
  • Coordinating project in collaboration with legal and compliance departments
  • Assist Sales and Client Executive by forward signals regarding sales opportunities and needs
  • Ensured that each client receives daily service according to SEB service offering
  • Continuously and in a proactive way developed a deep understanding of our customers' needs and processes
  • Actively contributed to set customer and stakeholder expectations and fulfil them by always responding timely and correctly
  • Contributed to establish a good contact and become well-known for the client
  • Deep knowledge of UCP, ISBP and URDG 758 guarantees and sureties
CRM URDG Letter of Credit XML SWIFT
SWIFT Atlassian JIRA CRM Atlassian Confluence
Skandinaviska Enskilda Banken AB
Frankfurt am Main
9 Monate
2016-07 - 2017-03

Developed rebalancing strategies to minimize risk exposures

Trade Finance FI Deal Manager
Trade Finance FI Deal Manager
  • Performed in-depth research and investigations and recommended strategies to resolve problems and prevent further concerns
  • Monitored Bank limits for Trade Finance products
  • Close collaboration with TFFI Sales, Sales, and Distribution departments
Deutsche Bank AG - Global Transaction Banking
Frankfurt am Main
11 Monate
2015-08 - 2016-06

Checking documents for Letter of Credits

Trainee GTB TF/CMC Service
Trainee GTB TF/CMC Service
  • Handling of Letter of Credits, Stand by Letter of Credits and Letter of Guarantees
  • Managing client limits which are required to issue Letter of Guarantees
  • Servicing clients in Cash Management and Trade Finance
Deutsche Bank AG - Global Transaction Banking
Frankfurt am Main
1 Jahr 7 Monate
2013-05 - 2014-11

Identified, researched and resolved billing

Account Manager
Account Manager
  • Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues
  • Identified, researched and resolved billing variances to maintain system accuracy and currency
  • Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts
  • Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning and bookkeeping
The Rawson ? Sydney
1 Jahr 5 Monate
2012-01 - 2013-05

coordinates environment migration to production

Cash Management Implementation Specialist
Cash Management Implementation Specialist
  • Acted as technology subject matter expert and technical project lead throughout the scoping, implementation and initial production phases of the project
  • Described Deutsche Bank's technology landscape and scope an appropriate connectivity and format solution with Client / face off against client’s technology team
  • Discussed testing requirements and organizes the creation of a test environment
  • Shared file format specifications and examples and works closely with the Client technical team during the build and testing of this output
  • Discussed with Client host to host security requirements and assists during the process of certificate creation and / or key-exchange
  • Supported Client throughout testing to sign-off and coordinates environment migration to production
  • Participated in regular implementation calls and specific technology calls if required during the course of the implementation
Deutsche Bank - Global Transaction Banking
Frankfurt am Main

Aus- und Weiterbildung

Aus- und Weiterbildung

2 Jahre 3 Monate
2022-03 - heute

Certified Trade Finance Professional (CTFP)

Certified Trade Finance Professional (CTFP), ICC Academy
Certified Trade Finance Professional (CTFP)
ICC Academy

  • Letter of Credit / Documentary Credits
  • Structured LC
  • SBLC
  • Working Capital for Trade Finance
  • Export Finance
  • Commodity Finance
  • Digital Trade
  • Guarantees / URDG758
  • Factoring
  • Supply Chain Finance
  • Operational Management

Kompetenzen

Kompetenzen

Top-Skills

Trade Finance Cash Management Banking Letter of Credit Guarantees Akkreditiv Garantie Bürgschaft Export Finance Structured Finance URDG Banking/Finance BPMN Adonis Atlassian JIRA Agile Atlassian Confluence FirstSpirit SWIFT XML

Produkte / Standards / Erfahrungen / Methoden

Trade Finance, Export Finance, Factoring
Experte
Sustainable Finance & ESG
Fortgeschritten
SME Financing
Experte
KYC & AML
Fortgeschritten
Trade Finance Digitalization
Experte
Agile
Experte
BPMN
Experte

Professional Summary


? Trade Finance Spezialist: Umfangreiche Erfahrung in der Strukturierung komplexer Trade Finance Geschäfte, einschließlich Akkreditiven, Garantien und Factoring. Nachgewiesene Fähigkeit zur effektiven Verhandlung und Pflege von Geschäftsbeziehungen.


? Projekt-Koordination: Versiert in der Leitung von Trade Finance Projekten von der Konzeption bis zur Fertigstellung. Geschickt im Multitasking, Planen und Umsetzen strategischer Initiativen.


? Technische Fachkenntnisse: Hohe Kompetenz in branchenspezifischen Tools und Software wie Jira, Confluence, Adonis, First Spirit und HP ALM, was zu einer effizienten Projektverwaltung und -ausführung beiträgt.


?  Customer Sales & Business Management: Starke Erfahrung im Kundenverkauf, unterstützt durch effektive Kommunikation und Beziehungsaufbau.


? Anpassungsfähig: Selbstmotiviert und anpassungsfähig, mit einem scharfen Fokus auf Innovation und die Entwicklung kreativer Geschäftslösungen.

    Branchen

    Branchen

    Ich habe umfangreiche Expertise im Bereich Trade Finance, einschließlich der Fachkenntnisse im Umgang mit Verträgen, Akkreditiven, Garantien gemäß URDG 758 sowie Standby Letters of Credit (SBLC) und Factoring.

    Darüber hinaus erstrecken sich meine Fähigkeiten auf das Cash Management, wo ich gut vertraut bin mit globalen XML, SEPA XML und SWIFT-Protokollen.

    Einsatzorte

    Einsatzorte

    Frankfurt am Main (+500km) Berlin (+500km) Hamburg (+500km) Müchen (+500km) Wien (+500km) Zürich (+500km) Basel (+500km) Linz (A-4030, A-4040, A-4020) (+500km)
    Deutschland, Schweiz, Österreich

    möglich

    Projekte

    Projekte

    1 Jahr 2 Monate
    2022-05 - 2023-06

    External Guarantee Specialist

    Business Analyst Adonis FirstSpirit Atlassian JIRA ...
    Business Analyst
    • Advisory on Demand Bank Guarantees & Standby Letters of Credit
    • Project Management & Implementation/Onboarding of products and systems (KYC, Compliance, Business Case)
    • Oversee the RFPs through to procurement for project services and products
    • Consolidation and revision of Guarantee processes with Adonis NP
    • Product Management Trade Finance (Germany and international branches)
    Trade Finance URDG Guarantees
    Adonis FirstSpirit Atlassian JIRA Atlassian Confluence
    Commerzbank AG/Consileon Frankfurt GmbH
    Remote
    1 Jahr 5 Monate
    2021-02 - 2022-06

    Guarantee Specialist

    Guarantee Specialist UIPath NTF360 Atlassian JIRA Agile ...
    Guarantee Specialist

    • Deep knowledge of UCP 600, ISBP 745 and URDG 758 and SWIFT 798 for guarantees and sureties
    • Answer to RFIs, RFPs and other customer requests in the context of a sales cycle
    • Programming RPA (UiPath) and bring forward digitalization within Guarantee Department

    NTF RPA Guarantees Trade Finance URDG
    UIPath NTF360 Atlassian JIRA Agile Atlassian Confluence
    Raiffeisenlandesbank Oberösterreich
    Remote
    2 Jahre 1 Monat
    2018-04 - 2020-04

    Trade & Receivables Finance Sales

    Business Manager CRM Adonis Project Controlling ...
    Business Manager
    • Managed the sales function, with the ability to review historical and current performance, understand the business drivers behind that performance and proactively adjust to improve future performance
    • Structured and negotiated complex trade finance and working capital solutions
    • Acting as a confirming bank for leading commodity traders using Structured Letter of Credits
    • Archived 10-15% revenue growth within ?DACH? Large Corporates portfolio with average ROE of 22%
    • Continually reviewed existing product, pricing and competition to maintain a competitive advantage
    • Ensured the highest levels of professionalism at all times to maintain positive relationships with all employees, customers, and partners
    • Close collaboration with business partners to identify and win opportunities
    • Reporting of opportunities and revenues in CRM
    Trade Finance Factoring Supply Chain Finance Letter of Credit Demand Guarantees
    CRM Adonis Project Controlling Atlassian JIRA Agile
    Skandinaviska Enskilda Banken AB
    Frankfurt am Main
    1 Jahr 1 Monat
    2017-04 - 2018-04

    Trade Finance Special Client Service Manager

    Trade Finance Specialist SWIFT Atlassian JIRA CRM ...
    Trade Finance Specialist
    • Coordinating project in collaboration with legal and compliance departments
    • Assist Sales and Client Executive by forward signals regarding sales opportunities and needs
    • Ensured that each client receives daily service according to SEB service offering
    • Continuously and in a proactive way developed a deep understanding of our customers' needs and processes
    • Actively contributed to set customer and stakeholder expectations and fulfil them by always responding timely and correctly
    • Contributed to establish a good contact and become well-known for the client
    • Deep knowledge of UCP, ISBP and URDG 758 guarantees and sureties
    CRM URDG Letter of Credit XML SWIFT
    SWIFT Atlassian JIRA CRM Atlassian Confluence
    Skandinaviska Enskilda Banken AB
    Frankfurt am Main
    9 Monate
    2016-07 - 2017-03

    Developed rebalancing strategies to minimize risk exposures

    Trade Finance FI Deal Manager
    Trade Finance FI Deal Manager
    • Performed in-depth research and investigations and recommended strategies to resolve problems and prevent further concerns
    • Monitored Bank limits for Trade Finance products
    • Close collaboration with TFFI Sales, Sales, and Distribution departments
    Deutsche Bank AG - Global Transaction Banking
    Frankfurt am Main
    11 Monate
    2015-08 - 2016-06

    Checking documents for Letter of Credits

    Trainee GTB TF/CMC Service
    Trainee GTB TF/CMC Service
    • Handling of Letter of Credits, Stand by Letter of Credits and Letter of Guarantees
    • Managing client limits which are required to issue Letter of Guarantees
    • Servicing clients in Cash Management and Trade Finance
    Deutsche Bank AG - Global Transaction Banking
    Frankfurt am Main
    1 Jahr 7 Monate
    2013-05 - 2014-11

    Identified, researched and resolved billing

    Account Manager
    Account Manager
    • Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues
    • Identified, researched and resolved billing variances to maintain system accuracy and currency
    • Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts
    • Performed various administrative functions, including filing paperwork, delivering mail, sorting mail, office cleaning and bookkeeping
    The Rawson ? Sydney
    1 Jahr 5 Monate
    2012-01 - 2013-05

    coordinates environment migration to production

    Cash Management Implementation Specialist
    Cash Management Implementation Specialist
    • Acted as technology subject matter expert and technical project lead throughout the scoping, implementation and initial production phases of the project
    • Described Deutsche Bank's technology landscape and scope an appropriate connectivity and format solution with Client / face off against client’s technology team
    • Discussed testing requirements and organizes the creation of a test environment
    • Shared file format specifications and examples and works closely with the Client technical team during the build and testing of this output
    • Discussed with Client host to host security requirements and assists during the process of certificate creation and / or key-exchange
    • Supported Client throughout testing to sign-off and coordinates environment migration to production
    • Participated in regular implementation calls and specific technology calls if required during the course of the implementation
    Deutsche Bank - Global Transaction Banking
    Frankfurt am Main

    Aus- und Weiterbildung

    Aus- und Weiterbildung

    2 Jahre 3 Monate
    2022-03 - heute

    Certified Trade Finance Professional (CTFP)

    Certified Trade Finance Professional (CTFP), ICC Academy
    Certified Trade Finance Professional (CTFP)
    ICC Academy

    • Letter of Credit / Documentary Credits
    • Structured LC
    • SBLC
    • Working Capital for Trade Finance
    • Export Finance
    • Commodity Finance
    • Digital Trade
    • Guarantees / URDG758
    • Factoring
    • Supply Chain Finance
    • Operational Management

    Kompetenzen

    Kompetenzen

    Top-Skills

    Trade Finance Cash Management Banking Letter of Credit Guarantees Akkreditiv Garantie Bürgschaft Export Finance Structured Finance URDG Banking/Finance BPMN Adonis Atlassian JIRA Agile Atlassian Confluence FirstSpirit SWIFT XML

    Produkte / Standards / Erfahrungen / Methoden

    Trade Finance, Export Finance, Factoring
    Experte
    Sustainable Finance & ESG
    Fortgeschritten
    SME Financing
    Experte
    KYC & AML
    Fortgeschritten
    Trade Finance Digitalization
    Experte
    Agile
    Experte
    BPMN
    Experte

    Professional Summary


    ? Trade Finance Spezialist: Umfangreiche Erfahrung in der Strukturierung komplexer Trade Finance Geschäfte, einschließlich Akkreditiven, Garantien und Factoring. Nachgewiesene Fähigkeit zur effektiven Verhandlung und Pflege von Geschäftsbeziehungen.


    ? Projekt-Koordination: Versiert in der Leitung von Trade Finance Projekten von der Konzeption bis zur Fertigstellung. Geschickt im Multitasking, Planen und Umsetzen strategischer Initiativen.


    ? Technische Fachkenntnisse: Hohe Kompetenz in branchenspezifischen Tools und Software wie Jira, Confluence, Adonis, First Spirit und HP ALM, was zu einer effizienten Projektverwaltung und -ausführung beiträgt.


    ?  Customer Sales & Business Management: Starke Erfahrung im Kundenverkauf, unterstützt durch effektive Kommunikation und Beziehungsaufbau.


    ? Anpassungsfähig: Selbstmotiviert und anpassungsfähig, mit einem scharfen Fokus auf Innovation und die Entwicklung kreativer Geschäftslösungen.

      Branchen

      Branchen

      Ich habe umfangreiche Expertise im Bereich Trade Finance, einschließlich der Fachkenntnisse im Umgang mit Verträgen, Akkreditiven, Garantien gemäß URDG 758 sowie Standby Letters of Credit (SBLC) und Factoring.

      Darüber hinaus erstrecken sich meine Fähigkeiten auf das Cash Management, wo ich gut vertraut bin mit globalen XML, SEPA XML und SWIFT-Protokollen.

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