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.

1. Barbara Donaldson QFA
12 Graham’s Court, Ballynerrin, Wicklow, Co. Wicklow
Telephone: 087-7798482(M) Email: barbaradonaldson7@hotmail.com
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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
Bank’s professional advisors and lending teams ensuring it meets the Bank’s specific
requirements for releasing security documents.
 Liaised with Lending Teams regarding the Bank’s requirements for releasing security.
 Accurately inputted and maintained the Bank’s 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