Lolita Shichman
Newmarket,Ontario
Summary
- Experienced financial professional with over four years in loan underwriting, risk assessment, and financial analysis.
- Proven track record of leading teams, streamlining processes, and optimizing efficiency to drive business
- Strong leadership and mentorship abilities fostering team growth and high performance.
- Adept at analyzing complex financial data to make strategic, risk based decisions.
- Excellent problem- solving and communication skills, with the ability to build and maintain strong relationships with clients and senior management.
- Advanced diploma in Business Administration- Finance from George Brown College, with focus on financial planing and services.
- Fluent in English, Russian, and Hebrew enhancing collaboration in diverse environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Underwriter
Intellifi Corporation
08.2022 - Current
- Developed a standardized review checklist and templates, reducing processing time by 50% and increasing efficiency across the team,
- Lead training initiatives that reduces onboarding time by 70%
- Consistently maintained a high- quality assurance (QA) score, averaging 96%
- Recognized as top producer, consistently exceeding daily production targets by 100%
Loan Administrator
CMLS Financial
07.2021 - 08.2022
- Processed and managed daily transactions, including cheque processing, loan entries, mortgage payouts, and HELOC entries
- Reviewed and managed Fire insurance policies to ensure compliance with loan agreements
- Communicated with lawyers and solicitors to recoup shortfalls
- Recognized three times as Employee of the month for outstanding performance and efficiency.
Office Assistant
NPF Accounting
02.2017 - 06.2017
- Reconciled financial accounts for military personnel and processed daily sales receivables
- Balances accounts to assist in year- end tax preparation
- Completed financial statement
Office Assistant
Bank of Montreal
09.2015 - 01.2016
- First co-op student accepted for a placement at the bank
- Reorganized the filling system, ensuring proper documentation management.
- Processed investment reports and verified banking transactions.
Education
Advanced Diploma - Business Administration- Finance
George Brown College
Toronto, ON04.2020
Skills
- Financial Analysis & Risk Evaluations
- Loan Underwriting & Credit Review
- Process Improvement & Efficiency Optimization
- Training & Relationship building
- Fraud Detection & Compliance
- Excellent Communication & Interpersonal Skills
Certification
REMIC Mortgage Agent Course, 04/01/22, 05/01/22
Languages
English
Native or Bilingual
Russian
Native or Bilingual
Hebrew
Native or Bilingual
Interests
- Yoga
- Adventure Travel
- Mindfulness Practices
Timeline
Senior Underwriter
Intellifi Corporation
08.2022 - Current
Loan Administrator
CMLS Financial
07.2021 - 08.2022
Office Assistant
NPF Accounting
02.2017 - 06.2017
Office Assistant
Bank of Montreal
09.2015 - 01.2016
Advanced Diploma - Business Administration- Finance
George Brown College