Jennica Forest
St Pierre Joly,MB
Summary
Competent Credit Analyst bringing a wealth of experience in analyzing financial information to determine the level of risk involved. Offering excellent time management and interpersonal skills and a desire to expand my career with the Bank and specifically within the Agricultural space.
Extremely passionate about agriculture having grown up in a custom harvesting family and now owing a custom harvesting business. These many years of experience have translated into my everyday role as a Credit Analyst.
Overview
12
12
years of professional experience
Work History
Credit Analyst
Bank Of Montreal
01.2016 - Current
- Applied deep expertise in bank products, processes and systems and effectively trouble shoot to ensure a high quality client experience
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Made decisions and recommendations about extending lines of credit.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Provides accurate financial analysis and risk assessment of new and existing customers
Commercial Account Manager
Bank Of Montreal
08.2013 - 01.2016
- Deliver exceptional customer service that builds trust through expertise, responsive service and support
- Develop rapport and instill confidence with customers in order to develop credibility and earn trust
- Complete detailed analysis and assessment of overall financial performance of accounts
- Accountable within the assigned portfolio (agriculture) for the successful negotiation and execution of account strategies
- Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
- Maintained current knowledge of evolving changes in marketplace.
Customer Service Representative
Bank Of Montreal
08.2011 - 08.2013
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Updated account information to maintain customer records.
- Delivered prompt service to prioritize customer needs.
Education
Diploma - Agriculture, Crop Studies
University of Manitoba
Winnipeg, MB05.2011
Skills
- Financial Statements Expertise
- Credit Reporting
- Oral and Written Communications
- Data Compilation
- Underwriting
- High Risk Account Reviews
- Credit Risk
- Industry Standards
- Goal Oriented
- Interpersonal Skills
- Time Management
Accomplishments
Annual Best of the Best recipient in 2017, 2018 and 2019.
Excellence in Business Banking - Analyst of the Year recipient in 2018.
Languages
English
Native or Bilingual
French
Native or Bilingual
Timeline
Credit Analyst
Bank Of Montreal
01.2016 - Current
Commercial Account Manager
Bank Of Montreal
08.2013 - 01.2016
Customer Service Representative
Bank Of Montreal
08.2011 - 08.2013
Diploma - Agriculture, Crop Studies
University of Manitoba
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