Lisa Denley
Burlington
Summary
Dedicated professional with a history of meeting company goals, utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
16
16
years of professional experience
Work History
Senior Manager, Portfolio Management
BDC
06.2022 - Current
- Provided coaching and mentoring to colleagues
- Participated in various projects to identify and standardize processes.
- Facilitated cross-departmental collaboration, breaking down silos and encouraging information sharing to drive positive business outcomes.
Manager, Portfolio Management
BDC
06.2020 - 06.2022
- Completed in-depth risk analysis for high-commitment, high-complexity accounts
- Managed administration of Corporate Finance and Growth & Transition Capital accounts
- Focused on specialized industries such as Hotels and Suppliers of Premises.
Senior Analyst, Portfolio Management
BDC
04.2018 - 06.2020
- Completed amendments in line with Portfolio Management Due Diligence Thesis
- Analyzed financial statements to identify risks or potential opportunities
- Completed risk grid updates
- Reviewed files with keen attention to detail
- Made recommendations for alternative solutions to Account Managers and Credit Risk Management.
Senior Security & Disbursement Analyst (Acting Manager, Jan. 2015-April 2017)
BDC
12.2008 - 04.2017
- Analyzed financial statements and Environmental Reports to satisfy conditions precedent
- Provided support to clients throughout disbursement process
- Identified changes in risk prior to disbursement
- Managed construction cost worksheets to ensure projects remain on track
- Made recommendations to Credit Risk Management to mitigate risks identified during due diligence process
- Provided training to new employees
- Liaised between Account Managers, clients and Credit Risk Management to find mutually acceptable solutions, when challenges arise.
Customer Service Officer
BDC
11.2007 - 12.2008
- Provided administrative support to Account Managers
- Organized marketing campaigns
- Prepared amendments and disbursements
- Managed client inquiries.
Education
Some College (No Degree) - Scientific And Technical Illustration
Sheridan College
Oakville, OntarioAccounting 1 -
Sheridan College Continued Education
Mississauga, OntarioAccounting 2 -
Centennial College Continued Education
Scarborough, OntarioSkills
- Cross-Functional Collaboration
- Analyzing data
- Risk Assessment
- Relationship Building
- Credit analysis
- Regulatory Compliance
Accomplishments
- Member of Employee Engagement Committee for 4 years
- Co-Chair of Employee Engagement Committee for 2 years
References
- Miranda Bujas, BDC, Regional Director, Toronto, (416) 973-5373
- Larina Heath, BDC, AVP, Credit Risk Management, (416) 916-8036
- Randy Blackwood, VP, Financing & Consulting (905) 264-2111
Languages
English
Native or Bilingual
French
Limited Working
Timeline
Senior Manager, Portfolio Management
BDC
06.2022 - Current
Manager, Portfolio Management
BDC
06.2020 - 06.2022
Senior Analyst, Portfolio Management
BDC
04.2018 - 06.2020
Senior Security & Disbursement Analyst (Acting Manager, Jan. 2015-April 2017)
BDC
12.2008 - 04.2017
Customer Service Officer
BDC
11.2007 - 12.2008
Some College (No Degree) - Scientific And Technical Illustration
Sheridan College
Accounting 1 -
Sheridan College Continued Education
Accounting 2 -
Centennial College Continued Education
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