Karen Lindeman

Seasoned Credit Manager with experience in credit adjudication, risk management, and team leadership within the financial sector. Proven history in achieving sales targets, driving business growth, and ensuring compliance with policies and procedures.

Hackathon – LCUC (2023)

• Role: Policy and Procedure Subject Matter Expert
• Responsibilities:
• Participated in the LCUC Hackathon with the Servus team.
• Developed and validated use cases and sample questions to ensure compliance.
• Collaborated with the team to integrate compliance guidelines into the AI system.

Pre-Compliance Pilot (2022)

• Role: Collaborator, Developer, and Tester
• Responsibilities:
• Collaborated with peers to create a functional platform and comprehensive reference source.
• Developed procedures and processes that were successfully integrated into the live version.
• Supplied data to establish tracking systems for the pilot, now utilized for monitoring Loan Transaction Reviews (LTRs) and First Time Right reporting.

Credit Policy Development (2021-2018)

• Role: Collaborator and Policy Developer
• Responsibilities:
• Contributed to the development and execution of new credit policies, ensuring they met organizational standards and objectives.
• Collaborated closely with key stakeholders to align policies with the company’s strategic goals and regulatory requirements.
• Regularly reviewed and updated credit policies to reflect market changes and regulatory updates, maintaining their relevance and effectiveness.

• Leading the Servus Way
• Leading the Human Dynamics of Change
• Members First Training & Coaching
• Engaged in continuous training, consistently achieving annual certifications in Anti-Money Laundering, Privacy compliance, Security Awareness and Annual Policy sign-off.