Kristine Laidlaw-allen
Edmonton,AB
Summary
Dedicated Shift Leader promotes quality assurance, issue resolution and team collaboration. Excels at troubleshooting and supervising talented teams. Works to facilitate teams to develop action plans to address issues and presents solutions to management and key stakeholders.
Overview
7
7
years of professional experience
Work History
Home Advisor
Bank of Montreal
Edmonton, Alberta
03.2024 - Current
- Analyzed customer financial data to determine eligibility for mortgage programs.
- Prepared loan documents such as credit reports, income statements, appraisals, and closing statements.
- Negotiated terms and conditions of loans with borrowers based on their individual needs.
- Verified all necessary forms were completed accurately according to company standards.
- Handled customer inquiries regarding loan status or requirements via phone or email.
- Verified income of borrower and gathered credit information.
- Established key business relationships within industry by using responsiveness, efficiency and deep knowledge of real estate industry.
Personal Lender
Bank of Montreal
Mississauga, Ontario
11.2022 - 03.2024
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Approved or denied loan applications and explained reasoning behind decisions.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Located and suggested loan packages that met client needs and priorities.
- Provided exceptional customer service while answering questions regarding loan terms, payment options, interest rates.
Shift Lead
Cash Money
Toronto, ON
07.2017 - 11.2022
- Delegated tasks to staff members, overseeing their activities and ensuring task completion.
- Resolved customer complaints and reported issues to senior management.
- Upheld company standards and compliance requirements for operations.
- Counted inventory, resolved discrepancies and completed paperwork to keep system accurate and current.
- Taught staff upselling techniques to meet revenue targets.
- Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
- Educated customers about offerings, promotions and pricing to boost sales.
Education
High School Diploma -
Bendale Business And Technical Institute
Scarborough, ON06.2012
Some College (No Degree) - Academic Foundations
Centennial College of Applied Arts And Technology
Scarborough, ONSkills
- Operations monitoring
- Loss prevention
- Performance Improvement
- Policy and Procedure Enforcement
- Regulatory compliance
- Customer service
- Supervision & leadership
Timeline
Home Advisor
Bank of Montreal
03.2024 - Current
Personal Lender
Bank of Montreal
11.2022 - 03.2024
Shift Lead
Cash Money
07.2017 - 11.2022
High School Diploma -
Bendale Business And Technical Institute
Some College (No Degree) - Academic Foundations
Centennial College of Applied Arts And Technology