Fiona Addy

Structuring workflow for incoming lease applications following credit approval

-Reviewed credit approval for corresponding conditions required and assigned to appropriate Funding Admin person.

-Assisted with any questions, concerns or issues along the way

-Reviewed full funding package once complete to confirm all credit conditions and legal requirement were met

Allocation of internal resources to maintain great turnaround to stakeholders

-Managed relationship's between Brokers, Dealerships, Vendors and other financial institutions

-Was communicator for policies and procedures between CEO, CFO and the Funding Team

Training and quality control of the Funding team

-Stayed on top of Provincial laws and requirements for all of Canada ( each province had different regulations for security, registration and repossession

-Verification of lease documentation to mitigate credit and fraud risks, and to ensure that the

leases were compliant with third-party lender requirements

-Recommend and implement process improvements to enhance the efficiency of the

funding team.

-Was the conduit between Insurance, Credit, Collections and Funding.

-Provided comprehensive training programs for new hires, ensuring a strong understanding of company policies, procedures, and risk management practices.

-Received, reviewed and authorized credit applications

-Education and advised members/customers on their financial situation

-Ran seminars and presentations on Financial Planning

-Headed a team on a 6 month take over of another Credit Union

-Managed branch team with goal setting and achievements

-Facilitated sales and coaching sessions regularly

• Provided comprehensive training programs for new hires, ensuring a strong understanding of company policies, procedures, and risk management practices.