Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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David Tuck

Vancouver,BC

Summary

Dependable, motivated and results-driven professional. 10+ years of sales and management experience complemented by 3 years in commercial banking.

Overview

17
17
years of professional experience

Work History

Portfolio Manager, Commercial Banking

Bank Of Montreal
Burnaby, BC
04.2022 - Current
  • Underwriter of multiple lending portfolios containing 100+ clients
  • Achieved 100% approval of all new lending requests and an average of 10+ applications written monthly
  • Collaborate with relationship managers to develop financing solutions, contributing to 300% growth in lending portfolios
  • Develop and cultivate relationships with key stakeholders by participating in on-site client visits alongside relationship managers
  • Exemplify strong teamwork by partnering with teams within bank to advance customer and banking goals
  • Recognized for leadership abilities, taking on role of mentor to colleagues and delivering training on underwriting best practices.

Credit Analyst, Commercial Banking

Bank of Montreal
06.2021 - 04.2022
  • Prepared detailed loan summaries by analyzing data including financial statements, company leadership, collateral assessments, and industry trends
  • Monitored credit accounts through overdraft reports, margining, and covenants, to identify and mitigate risk
  • Developed comprehensive understanding of internal banking policies and procedures

Sales Manager

Sher-Lok Fittings Ltd
Delta, BC
08.2010 - 09.2019
  • Surpassed annual sales targets, driving team performance and contributing to 15% revenue increase
  • Successfully negotiated and secured exclusive contracts with clients resulting in long-term vendor-client relationships
  • Achieved up to 35% reduction in material costs through vendor price negotiations

Warehouse Manager

Sher-Lok Fittings Ltd
Delta, BC
01.2007 - 07.2010
  • Oversaw inventory management of 10,000+ parts
  • Maintained established levels of goods based on sales forecasts and demand to fulfill orders on time
  • Reviewed and negotiated contracts with carriers to optimize shipping costs

Education

BBA - Business Management

British Columbia Institute of Technology
Vancouver, BC

Skills

  • Collaboration
  • Strategic Thinking
  • In-Depth Financial Analysis
  • Client Relationship Management
  • Verbal/Written Communication
  • Risk Management

Accomplishments

  • Top Quarterly Performer in 2023

Timeline

Portfolio Manager, Commercial Banking

Bank Of Montreal
04.2022 - Current

Credit Analyst, Commercial Banking

Bank of Montreal
06.2021 - 04.2022

Sales Manager

Sher-Lok Fittings Ltd
08.2010 - 09.2019

Warehouse Manager

Sher-Lok Fittings Ltd
01.2007 - 07.2010

BBA - Business Management

British Columbia Institute of Technology
David Tuck