Lindsay Evans
Cold Lake,AB
Summary
Dynamic financial professional with over 17 years of experience in the banking sector, including significant roles within Chartered Banks and Credit Unions. Recognized for exceptional sales performance and community engagement, earning accolades as a top customer service provider and a Woman of Influence. Highly organized and dependable, with expertise in managing multiple priorities while fostering a positive team culture that encourages collaboration and excellence in customer service. Committed to leveraging innovative energy and strong leadership skills to drive team success and achieve organizational goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Branch Manager
Scotiabank
08.2023 - Current
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Mortgage Specialist
Lakeland Credit Union
09.2022 - 08.2023
- Remained updated with latest information related to mortgage products and services being offered.
- Evaluated pay stubs, credit history, tax information and bank statements for financial status.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
- Explained legal aspects of loan to borrower, as well as payment terms and clauses.
- Attracted new mortgage loan applications by developing relationships within community.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Worked with underwriters to fix application problems and resolve issues.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Developed and implemented marketing campaigns to generate new business opportunities.
Mortgage Specialist
Servus Credit Union
11.2015 - 09.2022
- Evaluated pay stubs, credit history, tax information and bank statements for financial status.
- Explained legal aspects of loan to borrower, as well as payment terms and clauses.
- Creatively solved business problems while specializing in organizational development, marketing and production management with track record of meeting revenue and profit goals.
- Attracted new mortgage loan applications by developing relationships within community.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
Senior Financial Advisor
Servus Credit Union
05.2014 - 11.2015
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, and providing quotes.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
- Managed client portfolios on consistent basis and contacted clients to provide details on investments.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Senior Financial Advisor
Scotiabank
02.2010 - 05.2014
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
Bank Teller
Scotiabank
11.2008 - 02.2010
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Provided customer records, account statements and copies of checks.
- Reconciled cash drawer and resolved discrepancies.
- Counted and packaged currency and coins.
Education
H.B. Beal Secondary School
London, ONSkills
- Bank Product Marketing
- Underwriting Process Expertise
- Credit Verification
- Financial Advisement
- Loan Portfolio Monitoring
- Financial Analysis
- Program Requirements
- Client Interviews
- Networking and Partnership Development
- Loan Approval
- Mortgage Solutions Proposals
- Customer Interaction
- Customer Experience
- Active Listening and Learning
- Financial Service Solutions
- Product Development and Marketing
Certification
Investment Funds in Canada
Languages
English
Professional Working
Timeline
Branch Manager
Scotiabank
08.2023 - Current
Mortgage Specialist
Lakeland Credit Union
09.2022 - 08.2023
Mortgage Specialist
Servus Credit Union
11.2015 - 09.2022
Senior Financial Advisor
Servus Credit Union
05.2014 - 11.2015
Senior Financial Advisor
Scotiabank
02.2010 - 05.2014
Bank Teller
Scotiabank
11.2008 - 02.2010
H.B. Beal Secondary School
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