Summary
Overview
Work History
Education
Skills
Timeline
Generic

Aghaby Atta

Mississauga,ON

Summary

Results oriented professional with 6 years of experience in the financial industry. Driven and detail-oriented with the ability to thrive in high pressure environments, problem-solver with excellent verbal and written communication skills, respecting time frame, stressed work and targets and goals. Personal’s skills: Work efficiently under pressure Proven networking and client acquisition skills Excellent experience in MS. Excellent Organization and time management skills. Ability to manage multiple priorities. Forward-thinking Credit Analyst with customer correspondence and credit analysis expertise. Offering more than 6 years of resolving credit disputes and making recommendations on bad debt accounts. Competent Credit Analyst bringing a wealth of experience in analyzing documentation to determine the level of risk involved. Offering excellent time management and interpersonal skills and a desire to work for a leasing and financial company.

Overview

7
7
years of professional experience

Work History

Credit Analyst

Bank of Montreal, BMO
04.2021 - 10.2021
  • Provided Loan Servicing and Monitoring support for corporate and commercial lending portfolios in a professional and timely manner
  • Delivered agreed Lending/Financing Services as specified in the credit agreement / approval and ensures all required policies guidelines and standard are met
  • Maintained document control, follow all procedures, track all the process and make it available with the team to make sure closing process on time
  • Executed routine tasks such as service requests, transaction and queries
  • Within relevant service level agreement
  • Tracked the process for Mortgage Application
  • Supported change management of varying scope and type tasks typically focused on execution and sustainment activities
  • Completed complex and diverse tasks within given rules/limits and may include escalations from other employees
  • Built effective relationships with internal /external stakeholders.

Financial Service Specialist

Bank of Montreal, BMO
01.2018 - 01.2021
  • Provided everyday banking, investment and credit advice for both personal and business clients
  • Delivered business growth including new client acquisition as well as growing and deepening existing client relationships
  • Collected, organized, tracked data and documents from clients and ensure applications are closed on time
  • Proactively provided clients with quality advice, problem resolution and prevention
  • Contribute to a culture of collective team success and winning as a team.

Client Advisor

Bank of Montreal, BMO
01.2015 - 01.2018
  • Demonstrated effectiveness at adherence to policies, procedures to eliminate/reduce cash differences, fraud and losses
  • Demonstrated consistency in utilization of systems and platforms to enable corporate record keeping
  • Resolved client problems at first point of contact
  • Engaged with clients and delivered an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions

Education

Certified Credit Management Professional (CCP) in Process Fundamentals in Business Current Successfully completed Fundamentals in Business (FB1) -

Successfully completed Credit management 1 (CR1) - undefined

Successfully completed Investment Funds in Canada (IFC) BY FSE - undefined

Comparable level in Ontario - undefined

Bachelor’s degree - undefined

ICAS

Skills

Financial statements expertise

undefined

Timeline

Credit Analyst

Bank of Montreal, BMO
04.2021 - 10.2021

Financial Service Specialist

Bank of Montreal, BMO
01.2018 - 01.2021

Client Advisor

Bank of Montreal, BMO
01.2015 - 01.2018

Certified Credit Management Professional (CCP) in Process Fundamentals in Business Current Successfully completed Fundamentals in Business (FB1) -

Successfully completed Credit management 1 (CR1) - undefined

Successfully completed Investment Funds in Canada (IFC) BY FSE - undefined

Comparable level in Ontario - undefined

Bachelor’s degree - undefined

ICAS
Aghaby Atta