Avee Kaur

· Prepare and maintain daily reporting on cash flows, lines of credits, broker deposits, foreign exchange, and securitization

· Recommend and implement foreign exchange hedging transactions for daily basis

· Meticulously prepare and maintain weekly and monthly reports such as competitive pricing grids, foreign exchange exception quotes and securitization administration.

· Oversee the NHA MBS securitization process such as preparation, review and verification of data, pools, submission files, legal forms and prepare documentations for internal and external auditors

· Oversee the portfolio insurance process with mortgage insurance entities

· Prepare and maintain cost structure workbooks and other calculations relating to securitization for various new NHA MBS issuances

· Process wire transfer requests and review cogency of such requests from third parties relating to securitization and investment programs

· Prepare loan documents submitted by third parties for completeness and audit review

· Support onboarding of new GIC/Deposit brokers

· Prepare and maintain mortgage rate sheets

• Participate in Risk, Compliance, Audit and Regulatory requests for the Data Management & Analytics team in timely manner
• Build support for data synchronization and model risk report across different platforms
• Map existing processes and build solutions to incessantly support EMRM model governance
• Provide day to day data services for EMRM model risk reporting.
• Use Microsoft Excel macros, VBA, SQL functional queries, GRDM, Microsoft Access, Microsoft Word, and Bloomberg for reports and analyzing data and trends
• Expand and develop data controls and QA
• Collaborate with validation team for validation report pre-population and validation testing automation
• Document and manage Data Quality rules and reports

• Investment Funds in Canada accreditation.(IFIC)
• Experience with personal and commercial lending.
• Experience in mortgage renewals.
• Proactively engaged with clients in all areas of the branch and in the community.
• Actively listened and engaged clients in conversation to further understand their individual needs
• Cultivated and maintained relationships with partners to make the most of business opportunities and referrals
• Provided tailored advice and helped clients to reach their goals, using unparalleled range of investment, credit, and everyday banking solutions

• Performing administrative and operational duties; Managing and retrieving data using various automated systems , data entry, General Ledger and cash balancing
• Proactively engaging with clients through numerous communication channels i.e. remotely, over the phone, video and in-person in branch.
• Leveraging digital literacy such as smartphones, tablets, laptops etc. to deliver an unforgettable client experience, driving solutions and retaining business
• Proven leadership skills by supporting branch operation and handling client escalations