Jumana Aldiqs
Financial Account Manager
Winnipeg,MB
Summary
Outgoing and analytical with knack for financial and credit analysis, mortgage and loan processing and client relationship building. Well-versed in financial principles and proficient in managing accounts and budgets. Committed to driving financial success and delivering measurable results.
Overview
4
4
years of professional experience
Work History
Financial Account Manager (FAM)
Assiniboine Credit Union
03.2023 - Current
- Calculated financial ratios and fees such as GDS and TDS, Appraisal and service fees, interest earned and interest owed.
- Conducted financial investigations to ensure no criminal activity is being engaged (i.e. Anti-money Laundering).
- While managing a diverse portfolio of approximately 100 clients, I ensure regulatory standards and compliance are maintained when providing tailored financial solutions.
- Conducted financial reviews and audits, performance analyses and prepared financial reports for stakeholders.
- Successfully conducted the loan origination process, reducing decision-making time by 40% while enforcing and maintaining strict adherence to regulatory compliance.
- Achieved a 20% increase in client satisfaction and retention by pro-actively addressing client needs through tailored financial solutions and budgeting assistance
Financial Services Representative (FSR)
Assiniboine Credit Union
04.2022 - 03.2023
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Assessed credit applications accurately by analyzing applicants' financial history, income stability, and repayment capability.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Led training sessions for new hires on financial products and services, enhancing team knowledge and performance.
Member Services Representative (MSR)
Assiniboine Credit Union
08.2021 - 04.2022
- Handled sensitive and confidential information with discretion to maintain department security.
- Utilized cash handling techniques to process payments accurately and efficiently.
- Developed relationships with members to build loyalty and trust.
Education
BBA - Accounting
University of Winnipeg
Winnipeg, MB04-2021
Skills
- Regulatory compliance
- Financial software proficiency
- Sales goals
- Loan and Mortgage Processing
- Financial planning
- Cost-benefit analysis
- Financial analysis and reporting
- Credit Analysis and Processing
- Client Management and retention (KYC)
- Risk and Compliance Assessment
- Pension Processing (LIRA, RRSP, RIF)
- Risk mitigation
Languages
Arabic
Native or Bilingual
English
Native or Bilingual
Timeline
Financial Account Manager (FAM)
Assiniboine Credit Union
03.2023 - Current
Financial Services Representative (FSR)
Assiniboine Credit Union
04.2022 - 03.2023
Member Services Representative (MSR)
Assiniboine Credit Union
08.2021 - 04.2022
BBA - Accounting
University of Winnipeg
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