Christine Poole

Packaging Account Management

• Quote, coordinate and invoice orders
• Generate monthly statements
• Resolve customer complaints
• Manage inventory (receiving/counts/reconciling)
• Oversee monthly reconciliation of stored dealer products

Financial Administration

• Manage account receivables for SVF
• Process customer credit applications
• Process Farm Credit disbursements for farming customers

Office Administration

• Onboard & orientate seasonal staff
• Assist with shipping and receiving duties
• Complete all farm customer crop input invoicing
• Maintain supply of all office consumables

Oversee the daily financial operations of prime mechanical contracting company with revenues in excess of $7,000,000.

• Prepare monthly financial statements and bank reconciliations
• Calculate quarterly work in progress reports
• Collect account receivables
• Process accounts payable payments, insuring validity of invoices
• Consult with Project Managers to prepare monthly progress invoices
• Oversee biweekly payroll
• Process GST & source deduction CRA remittances
• Provide monthly reporting to management

Managed and built a portfolio of business customers with lending needs from $250,000 - $5,000,000.

• Processed and approved applications for commercial loans, mortgages and operating lines of credit within lending limits
• Monitored operating lines of credit for margined commercial accounts
• Completed annual account reviews and loan renewals
• Initiated collections and legal proceedings for delinquent accounts
• Networked within Servus branches, local community and centres of influence

• Managed and grew a portfolio comprised mainly of high net worth individuals and small businesses
• Counselled with members to identify and meet their financial goals and needs
• Recommended and approved personal & retail business loans, operating lines of credit, personal/construction mortgages and RSP loans.
• Prepared loan applications & lending documentation
• Audited new customer accounts for compliance

• Supervised five Financial Service Representatives, with involvement in hiring, training, coaching, performance management, evaluations and scheduling
• Reconciled GL accounts, ordered/verified cash parcels,tested alarms & ensured branch security
• Balanced treasuring and ATM transactions, entered general ledger transactions

• Provided customer service and cross-sold products/services while processing member deposits, withdrawals, utility bills, wires and foreign exchange transactions
• Balanced Treasury & ATM transactions, and entered General Ledger transactions