Lisa Lamont
Seaforth,Canada
Summary
Dedicated and detail-oriented Loans Analyst with 20 years of experience in the financial industry. Passion for building relationships, cultivating partnerships and moving the business forward. A strong informal leader within the district, leaning on building trust with peers. Known for having great organizational skills, working under pressure and adapting to new situations and challenges. Change management champion with the ability to see the overall view of the direction of the company.
Overview
22
22
years of professional experience
Work History
Loans Analyst
Farm Credit Canada
Stratford, ON
09.2019 - Current
- Analyzed customer financial information, credit status and character, evaluating
assets and risks to determine loan feasibility - Created strategic loan solutions to suit individual client needs and situations while
adhering to FCC policies - Writing complex, detailed loan narratives and presenting to Credit Risk Managers
- Mentored colleagues on a variety of topics including policies and procedures
- Cultivated partnerships within the office as well as with individuals within Credit Risk
and Legal departments
Relationship Management Associate
Farm Credit Canada
Clinton, ON
06.2009 - 09.2019
- Assisted Relationship Managers with decision making affecting customers.
- Compiled and executed loan and mortgage documents.
- Delivered an exceptional level of service to each customer by listening to concerns
and answering questions. - Collaborate with internal departments throughout the company to come up with the
most appropriate solutions. - Trained and coached newly hired team members. Explained company policies and
procedures as well as delivering feedback. - Worked with the Quality Assurance Team to accurately enter data into the new
financial tool, while dealing with constant change to better the Risk Data Integrity
project.
Personal Banking Representative
Royal Bank
Exeter, ON
09.2008 - 06.2009
- Delivered prompt, accurate and excellent customer service.
- Assessed financial means and desires of each customer in order to set up appropriate
lending or investment packages. - Opened and managed customer bank accounts, lines of credit, mortgages and
investment accounts. - Researched and resolved customer issues on all personal banking products.
- Cultivated positive relationships with all departments within the company.
Relationship Management Associate
CIBC
London, ON
05.2004 - 09.2008
- Assisted a Financial Advisor with decision making affecting customers.
- Compiled and executed loan, mortgage and investment documents.
- Delivered an exceptional level of service to each customer by listening to concerns
and answering questions. - Advised customers on products and services to meet their unique needs.
- Individually managed a portfolio of customers entering the healthcare industry with
unique lending options.
Personal Banking Representative
CIBC
Thedford, ON
11.2001 - 05.2004
- Delivered prompt, accurate and excellent customer service.
- Assessed financial means and desires of each customer in order to set up appropriate
lending or investment packages. - Opened and managed customer bank accounts, lines of credit, mortgages and
investment accounts. - Researched and resolved customer issues on all personal banking products.
- Cultivated positive relationships with all departments within the company.
- Built positive relationships with realtors to produce client referrals.
Education
Business Accounting
ICS Canada
Independent 2016
Business Finance
Fanshawe College
London, ON2001
Skills
- Verbal and Written Communication
- Multitasking
- Relationship Building
- Mentoring and Coaching
- Resilient and Persistent
- Managing conflict
- Organizational Strengths
- Analytical
Timeline
Loans Analyst
Farm Credit Canada
09.2019 - Current
Relationship Management Associate
Farm Credit Canada
06.2009 - 09.2019
Personal Banking Representative
Royal Bank
09.2008 - 06.2009
Relationship Management Associate
CIBC
05.2004 - 09.2008
Personal Banking Representative
CIBC
11.2001 - 05.2004
Business Accounting
ICS Canada
Business Finance
Fanshawe College
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