Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Timeline
Generic

Lisa Kubicek

Conusltant
Toronto,ON

Summary

Experienced and enthusiastic Consultant with a track record of success across wide range of industries. Pivoting in my career by continuing my education in financial planning and life insurance underwriting to obtain roles in estate planning and insurance sales. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.

Overview

5
5
years of professional experience
4
4
years of post-secondary education

Work History

Consultant

CIBC
Toronto, ON
03.2021 - Current

Conducts impact analysis for technology and process initiatives, as

well as creating and maintaining procedures, user guides and job aids

for ~400 full-time employees across 3 locations in Canada
Responsible for the successful implementation of several enterprise

initiatives within credit adjudication.

Supported a technology update within credit adjudication's

underwriting system to fix broken routing logic.

Spearheaded a pilot program to increase collaboration between

mortgage sales advisors and adjudication underwriters and analyzed

findings to update processes and procedures accordingly.

Analyzed problematic areas to provide recommendations and

solutions.

Senior Product Manager (Secondment)

CIBC
Toronto, ON
04.2020 - 02.2021

Conducted bi-monthly overviews to compare our coverage with our

major competitors

Acted as the liaison between CIBC and our insurance underwriter,

Canadian Premier Life (CPL)

Conducted a thorough review of our competitor’s digital cart

capabilities for Payment Protector, which demonstrated a gap in our

digital capabilities

Tasked with running a digital acquisition campaign and creating new

digital opportunities to increase acquisition for this channel

Business Specialist

CIBC
Toronto, ON
10.2018 - 04.2020

Partnered with product owners, training, tech, and senior leadership

to ensure successful implementation

Responsible for the successful implementation of several enterprise

projects within the Business Contact Centre

Provided support through a Test & Learn, wrote new processes and

procedures, conducted training amongst newly hired FTE, and

provided post-implementation support for CIBC's first digital

onboarding system for business clients

Facilitated training and procedure updates to deploy a mass cheque

upgrade for 300+ transits

Client Satisfaction Specialist

CIBC
Toronto, ON
04.2018 - 10.2018

Conducted root-cause analysis and initiated client remediation for

issues pertaining to client satisfaction

Approached each issue and escalation with a strategy for resolution in

the most efficient manner, while ensuring the client’s needs are met

Performed “Client Reviews” for Cash Management representatives

and Senior Management in order to facilitate client visits

Processed time-sensitive manual wires and transfer payments

Acted as the liaison between our anti-money laundering partners and

clients with pending payments under investigation

Education

Bachelor of Arts - Political Science And Geography

University of Toronto
Toronto
09.2010 - 06.2014

CFP & CLU Designations -

Canadian Academy of Financial Designations
Toronto
10.2022 - Current

Skills

Team Leadership & Development

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Accomplishments

  • Received CIBC's quarterly achiever's award, recognizing individuals going above and beyond, 4 times
  • Consistently recognized for my communication and training skills

Software

Microsoft Suite

Microsoft Excel

Timeline

CFP & CLU Designations -

Canadian Academy of Financial Designations
10.2022 - Current

Consultant

CIBC
03.2021 - Current

Senior Product Manager (Secondment)

CIBC
04.2020 - 02.2021

Business Specialist

CIBC
10.2018 - 04.2020

Client Satisfaction Specialist

CIBC
04.2018 - 10.2018

Bachelor of Arts - Political Science And Geography

University of Toronto
09.2010 - 06.2014
Lisa KubicekConusltant