Kathlyn Aguirre
Sarnia
Summary
Dynamic Personal Banking Specialist with a proven track record at Libro Credit Union, enhancing loan approval rates through meticulous credit analysis and risk mitigation. Excelled in building client trust at CIBC Imperial Service with tailored financial advice, showcasing exceptional teamwork and attention to detail. Skilled in loans, mortgages, and fostering high-paced, positive work environments.
Overview
11
11
years of professional experience
Work History
Personal Banking Specialist
Libro Credit Union
06.2019 - Current
- Educated owners on various lending products available, helping them make informed decisions that best suited their financial goals.
- Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
- Assisted colleagues in managing complex loan applications, expediting processing time and ensuring timely approvals.
- Implemented risk mitigation strategies during loan evaluation processes, safeguarding the Libro's interests and minimizing potential losses.
- Enhanced loan application approval rates by conducting thorough credit analyses and evaluating borrower's financial status.
Financial Advisor
CIBC Imperial Service
05.2018 - 06.2019
- Built strong relationships with Imperial Service clients, fostering trust and loyalty in managing their financial portfolios.
- Informed clients of strategies for reducing debt and maximizing savings.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Recommended specific investments to help clients meet financial goals.
Financial Services Representative
CIBC
02.2014 - 05.2018
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
Education
Bachelor of Science - Nursing
University Of San Carlos
Cebu, Philippines06-2008
Skills
- Great knowledge in loans and Mortgages
- Excellent team player
- Positive attitude
- Attention to detail
- Works well in fast paced environment
Languages
English
Filipino
Timeline
Personal Banking Specialist
Libro Credit Union
06.2019 - Current
Financial Advisor
CIBC Imperial Service
05.2018 - 06.2019
Financial Services Representative
CIBC
02.2014 - 05.2018
Bachelor of Science - Nursing
University Of San Carlos
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