Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Karen Yu

Calgary,AB

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

18
18
years of professional experience

Work History

Leader, Portfolio Support

ATB Financial
05.2022 - Current
  • Supporting the Business Banking and Capital Markets Sales teams and acting as a liaison between Portfolio Loan Support, Business Risk and Sales
  • Demonstrated dedication to supporting a portfolio by effectively collaborating with senior leaders on team initiatives and projects while providing leadership, training, and guidance to the PSS team.
  • Responsible for ensuring accuracy and risk management to facilitate the needs of clients
  • Providing reporting and margining oversight and managing the execution of funding requests.
  • Oversee and guide the work of a team of PSS dedicated to various sales teams.
  • Provided ongoing hands-on training, feedback, and opportunities to foster and grow the team members.
  • Demonstrated adeptness in managing high-pressure situations and handling conflict resolution.

Portfolio Support Specialist

ATB Financial
07.2017 - 05.2022
  • Loan advance requests - review pre-funding checklist to ensure conditions precedents are met and the loan documents are executed accurately prior to advance
  • Utilize financial information to support analysis and administration of key support processes, such as financial analysis and data input. Also responsible for confirming margining calculations, conducting trending analysis, and performing financial covenant calculations.
  • Reporting oversight and data analysis for compliance, margining, overdrafts and special debt reporting. Actively monitoring the overdue items and weekly arrears report and brining forward to the sales teams' attention and assisting with the collection and follow up of the outstanding reports and payments in arrears.
  • Develop and regular maintenance of spreadsheets in support tracking, calculations and portfolio support of Business Banking/Capital Markets clients.
  • Assisting the sales team with the initial security document review to ensure the pre-funding conditions are satisfied before loan advance

Credit Specialist

ATB Financial
10.2013 - 06.2017
  • Primary focus on the administration of the portfolio of clients including maintenance and transactional support, assess the financial service needs of customers and provide optimal customer service. Provide day to day administrative support to the Business Banking / Capital Markets Sales teams and Portfolio Support teams.
  • Preparation of the monthly construction draw requests for Real Estate sales team upon receipt of project monitor's report. Complete pre-funding checklists and ensure draw amount is within the authorized loan limit and all conditions precedent is met and all pre-disbursement of documents are received
  • Facilitated compliance meetings with Sales Director, Associate Directors, Client Service Officer, and Cash Management Team to address loan advances, overdue reporting, and portfolio concerns.

Credit Service Specialist, Commercial Banking

HSBC Bank Canada
06.2006 - 10.2013
  • First point of contact for client facing tasks ,including initial screening and information collection for account opening of new/existing clients, witness of signature, and management of customer questions, concerns and inquiries. Liaise with Relationship Managers and clients to deliver accurate and efficient service.
  • Loan advance requests - review pre-funding checklist to ensure conditions precedents are met and the loan documents are executed accurately prior to advance

Education

Investment Funds in Canada

The Institute of Canadian Bankers

Accounting And Business Administration

Vancouver Community College
Vancouver, BC

Skills

  • Motivating Teams
  • Continuous improvements
  • Coaching abilities
  • Excellent communication and interpersonal skills
  • Time management skill
  • Details to attention
  • Positive attitude at work
  • Proficient in MS Office, G Suites, and other banking related software and applications

Accomplishments

  • Winner of The President's League Award 2022
  • Winner of Quarterly Everyday Hero Award (4 times)

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual

Timeline

Leader, Portfolio Support

ATB Financial
05.2022 - Current

Portfolio Support Specialist

ATB Financial
07.2017 - 05.2022

Credit Specialist

ATB Financial
10.2013 - 06.2017

Credit Service Specialist, Commercial Banking

HSBC Bank Canada
06.2006 - 10.2013

Investment Funds in Canada

The Institute of Canadian Bankers

Accounting And Business Administration

Vancouver Community College

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Karen Yu