Elements and Performance Criteria
- Organise implementation actions
- Review special or complex features of client situation for implementation implications including high asset, income or expenditure requirements, complex taxation, nature and forms of securities to be taken and other legal or complex issues
- Prioritise implementation actions, plan timing for each action and confirm activities to be consistent with client needs and specifications
- Explain implementation actions required by client clearly, obtain written agreement to actions and establish implementation records
- Implement actions including timing and priority to maximise advantage for client
- Establish appropriate procedures for implementation
- Identify and brief personnel to implement each action for loan structure and complete internal and external documentation requirements
- Coordinate implementation actions that depend on or involve actions by other professionals
- Establish monitoring procedures for critical implementation timing and priorities
- Undertake and/or supervise implementation
- Brief client on actions to be undertaken and provide assistance where needed
- Issue instructions to internal and external personnel as per loan structure
- Maintain consultation and monitoring with other professionals where joint implementation action is required, and check and follow up on lodgement of documentation to ensure plan timings are met
- Obtain and process fees and charges according to organisational and legislative requirements
- Debrief client post-implementation and address any concerns