Summary
Overview
Work History
Education
Skills
volunteer experience
references
Timeline
Generic

LAVENDER NEFF

Calgary,AB

Summary

Results-driven Relationship Manager experienced in financial statement review, determining credit structure and credit underwriting.


Proficient in cross-selling and ensuring my members full financial goals are looked after and achieved.


I build and actively maintains professional, respectful, healthy and caring relationships and networks that support collaboration in achieving the Credit Unions' goals, with a focus on interpersonal savvy, collaboration and valuing differences.


Overview

17
17
years of professional experience

Work History

SENIOR RELATIONSHIP MANAGER

SERVUS CREDIT UNION LTD.
09.2022 - Current
  • Strengthened member relationships by consistently providing exceptional service and financial solutions tailored to their needs.
  • Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
  • Managed a diverse portfolio of high-net-worth members, ensuring satisfaction and retention through personalized attention and strategic planning.
  • Collaborated with internal teams to deliver comprehensive wealth management services, maximizing member satisfaction and loyalty.
  • Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
  • Participated in regular training sessions to continually improve skills related to client service, product offerings, sales techniques, and industry knowledge.
  • Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the credit union's reputation as a trusted financial partner.

RELATIONSHIP OFFICER / MANAGER

SERVUS CREDIT UNION
04.2016 - 09.2022
  • During my time as a Relationship Officer I managed small to mid size businesses. I took care of their daily banking needs, determined credit worthiness and completed credit underwriting.
  • Once I moved to a Relationship Manager I gained additional experience with larger, more complex businesses in Lloydminster and then further experience was gained once I moved to Calgary.
  • Exceeded key performance indicators through diligent follow-up, effective negotiation, and a strong focus on meeting member expectations.
  • Established strong client relationships by conducting regular meetings and providing exceptional member service.
  • Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options.
  • I was successful in this role with being ready and available to coach, support and respond with timeliness to my members.

SMALL BUSINESS ADVISOR

SERVUS CREDIT UNION
09.2014 - 04.2016
  • Managed small business accounts
  • Startup companies, sole proprietorships, small lending accounts, or business accounts without lending.

CREDIT ANALYST I, II AND III

SERVUS CREDIT UNION
08.2010 - 09.2014
  • Assistant to lenders
  • Wrote credit applications while also organizing the portfolio for lenders
  • This would include reports, loan renewals, annual reviews, etc
  • I assisted Senior Relationship Managers for majority of the time as a CA, and often 2+ lenders at once
  • My role as a CAIII included managing the CA team and training new hires, etc
  • Planned meetings and did additional training for any new programs/policy releases.

MEMBER SERVICE REPRESENTATIVE

SERVUS CREDIT UNION
04.2010 - 08.2010
  • Process financial transactions for the members including bill payments, loan payments, general banking needs
  • Cross sell MasterCard and Insurance.

FRONT DESK AGENT

HOLIDAY INN LLOYDMINSTER
01.2008 - 01.2009
  • GENERAL FRONT DESK DUTIES INCLUDING CHECK IN AND OUT, MAKING RESERVATIONS
  • RECEIVE PAYMENTS, BALANCE TRANSACTIONS, AND ADDRESS GUEST NEEDS.

HOSTESS/SERVER

L’AZIA RESTRAUNT
01.2007 - 01.2008
  • GREETED, SAT AND WAITED ON GUESTS
  • EXTREMELY BUSY RESTRAUANT LOCATED IN DOWNTOWN EDMONTON
  • RAN TILL, MANAGED CUSTOMERS AND CASH.

Education

ACCOUNTING (ACCT 253) -

UNIVERSITY OF ATHEBASCA
Athabasca, AB
01.2013

FINANCIAL ACCOUNTING FOR LENDERS -

SERVUS CREDIT UNION
Lloydminster, AB
01.2013

COMPUTER SKILLS DEVELOPMENT -

3A ACADEMY
Lloydminster, AB
01.2009

BACHELOR OF ARTS -

UNIVERSITY OF ALBERTA
Edmonton, AB
01.2008

HIGH SCHOOL -

HOLY ROSARY HIGH SCHOOL
Lloydminster, AB
01.2007

Skills

  • Multitask with efficiency
  • Business Development
  • Risk assessment
  • Financial analysis
  • Team Training
  • Problem solving

volunteer experience

  • Currently sit on the Rotary Club of Downtown Board of Directors.
  • Previously sat on the Lloydminster Vic Juba Board of Directors.
  • Did a 1 year term for Servus Young Leaders Network (Lloyd) to get the Lloydminster group up and running.
  • Did a 3-year term on the company wide committee for Servus Young Leaders Network. Main duty for the course of the term was Program Chair (planning main events)
  • During 2012-2013 I was an in-school mentor for a boy through Big Brothers and Big Sisters, which then lead to another 4 years of an out-of-school (official) match, jointly with my husband for the same boy. I was awarded the in-school mentor of the year in 2013 right before our match was made official to be out of school.
  • During high school, I volunteered over 100 hours to the Big Brothers and Big Sisters after school program
  • Have coached many soccer, football, and baseball teams for my son
  • Have managed my son’s hockey team or completed the treasury role for the past 9 years

references

References available upon request

Timeline

SENIOR RELATIONSHIP MANAGER

SERVUS CREDIT UNION LTD.
09.2022 - Current

RELATIONSHIP OFFICER / MANAGER

SERVUS CREDIT UNION
04.2016 - 09.2022

SMALL BUSINESS ADVISOR

SERVUS CREDIT UNION
09.2014 - 04.2016

CREDIT ANALYST I, II AND III

SERVUS CREDIT UNION
08.2010 - 09.2014

MEMBER SERVICE REPRESENTATIVE

SERVUS CREDIT UNION
04.2010 - 08.2010

FRONT DESK AGENT

HOLIDAY INN LLOYDMINSTER
01.2008 - 01.2009

HOSTESS/SERVER

L’AZIA RESTRAUNT
01.2007 - 01.2008

ACCOUNTING (ACCT 253) -

UNIVERSITY OF ATHEBASCA

FINANCIAL ACCOUNTING FOR LENDERS -

SERVUS CREDIT UNION

COMPUTER SKILLS DEVELOPMENT -

3A ACADEMY

BACHELOR OF ARTS -

UNIVERSITY OF ALBERTA

HIGH SCHOOL -

HOLY ROSARY HIGH SCHOOL
LAVENDER NEFF