Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Manager , Credit Analysis
CIBC
06.2022 - 05.2024
Provided strong leadership to enhance team productivity and morale.
Verifying credit bureau worthiness and multiple liabilities via genesis applications
Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
Compiled financial statements, tax returns and credit history to determine credit limits using TSYS or TS2 systems
Led cross-functional teams to achieve project milestones and deliver high-quality results.
Provided ongoing training to junior analysts to improve team performance and efficiency
Evaluated business plans and management teams as part of overall assessment process for new loan requests
Monitored portfolios to identify potential risks and provided recommendations for minimizing losses.
Managing Partner , Customer Relations
ROGERS
02.2022 - 04.2024
Assist customers via chat support with various inquiries and enhanced customer satisfaction with fast and knowledgeable service
Documented and resolved customer online service issues with various systems such as Maestro and SGI
Answered inbound calls (150+/day) to handle various concerns, set appointments and close sales.
Established and implemented business procedures and process improvements.
Negotiated high-value contracts with clients, securing profitable partnerships for the company.
Oversaw financial management of the firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
Senior Team Manager
TD
01.2017 - 11.2021
Analyzing credit approvals for loans and lines of credit
Customer service representative in small business department/assisting customers with day-to-day business inquires and banking needs/personal loans
Floor manager and team leader for TD credit card
Assisted customer service representatives to defuse escalated issues and worked directly with customers to support resolution
Streamlined operational processes for increased efficiency and productivity within the team.
Championed continuous improvement initiatives, leading to enhanced processes and increased efficiency within the team.
Evaluated individual performances objectively, identifying areas of improvement and providing tailored guidance for career growth.
DATA ENTRY CLERK
MINDLANCE
02.2020 - 03.2021
Verifying RESP/RDSP/PROOF OF SCHOOLING documents
Make cheques to send out to clients regarding their monthly funds balance
Archiving and retrieving documents for older business accounts
Minimized errors with proper verification and classification of data
Reviewed source documents for completeness and accuracy, identifying illegible and compiled document database online.
CUSTOMER SERVICE REPRESENTATIVE
GRAINGER
04.2020 - 10.2020
Assisted customers with order placing/inquiries/document verification/accounting and invoice follow-ups
Maintained and labeled merchandise in stockroom by catalog
Assisted with displays and offered ideas to increase product appeal.
SUPERVISOR/TEAM LEADER
REITMANS
01.2013 - 12.2017
Organized schedules and daily assignments for team, leveraging individual knowledge, and strengths to maximize team success
Contributed to successful quality control initiatives and implemented new strategies to improve work
Coached employees struggling with specific tasks and monitored progress on projects and adjusted timelines as needed
Supervised large teams and individuals (+25), giving feedback on performance and setting goals for improvement.