Skilled financial services professional with a solid background in financial analysis,risk assessment and portfolio management. Committed to enhancing investment strategies and driving growth through strategic risk assessment. Proven expertise in creating tailored financial solutions that resonate with market trends, achieving high member satisfaction levels.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Financial Service Representative
MOTOR CITY COMMUNITY CREDIT UNION
Windsor, ON
2002 - 01.2025
Delivered exceptional member service, ensuring professionalism and efficiency at all times.
Collaborated with marketing to incorporate promotional programs into members interactions.
Educated members on financial products, enhancing understanding and satisfaction.
Analyzed members financials to assess risk and approve loans within set parameters.
Streamlined internal processes to enhance operational workflows and reduce costs.
Maintained up-to-date knowledge of regulatory requirements for accurate compliance.
Developed customized financial strategies aligned with members objectives.
Fostered strong member relationships, resulting in increased referrals and satisfaction.
Developed tailored financial solutions to meet members needs and enhance service delivery.
Streamlined loan processing workflows, improving turnaround times for members applications.
Assisted members secure financing to buy or refinance real estate by analyzing their financial situations, recommended suitable mortgage products, guided them through the application process and managed loan terms.
Evaluated risk management practices, ensuring alignment with industry best standards and regulatory requirements.
Successfully managed a diverse range of members accounts while maintaining strict adherence to regulatory guidelines.
Participated in continuous professional development programs to stay current with industry trends and best practices.
Assessed members risk tolerance levels, recommending suitable services based on individual profiles and preferences.
Customer Service Representative
NATIONAL BANK OF CANADA
Windsor, ON
01.2002 - 10.2002
Delivered exceptional customer service by leveraging extensive product knowledge to create positive experiences.
Developed rapport with customers through active listening, improving retention rates significantly.
Identified discrepancies in customer accounts and resolved issues promptly.
Assisted customers in navigating company website for better user experience during online orders.
Promoted National Bank services effectively, contributing to increased sales and client satisfaction.
Analyzed feedback from customers to implement service improvements consistently.
Handled all inquiries efficiently, ensuring positive service experiences for clients.
Educated customers on billing procedures while maintaining high energy and professionalism in interactions.
Education
Graduate Certificate - Human Resource Management
ST CLAIR COLLEGE
Windsor
01-2021
Accounting Certificate - undefined
ST CLAIR COLLEGE
Windsor
01-2003
Bachelor Degree - Finance
UNIVERSITY OF TIRANA
Albania
01-1991
Skills
Exceptional member support
Self-sufficient and efficient work style
Strong organizational abilities
Ability to manage multiple tasks
Effective problem resolution
Negotiation and communication expertise
Team-oriented approach
Innovative member-focused solutions
Detail-oriented analytical skills
Credit assessment capabilities
Proficient with mortgage technology tools
Experience in mortgage underwriting
Certification
Financial Advice -Course Completed
Lending and Mortgages -Course Completed
Canadian Securities Course Volume I -Course Completed
Introduction to Commercial Lending- Course Completed
Canadian Income Tax I -Course Completed
Canadian Income Tax II -Course Completed
Concepts of Statistics -Course Completed
Languages
English
Native or Bilingual
Albanian
Native or Bilingual
Italian
Professional Working
Accomplishments
Used Microsoft Excel to develop inventory tracking spreadsheets to help in marketing campaigns
Increased portfolio returns by an average of 20% year over year
Maintained a customer satisfaction rate of 95%
Increased branch revenue during campaign season through promoting financial services to existing and new members
Collaborated with team of Financial Representatives in the development of Share Offering product campaign