Mala George
Mortgage Specialist
Brampton,ON
Summary
Financial professional with history of strategically managing investment strategies for funds with more than $10,000,000.00 in assets. Researches emerging market trends, stays current on regulatory changes and evaluates economic indicators. Analyzes and mitigates potential impacts to keep funds performance at optimal levels. Instrumental in resolving advanced fund management issues and catapulting company forward with cutting-edge strategies. Achievements include increasing client returns, strengthening portfolios and managing compliance issues. Good grasp of economic, accounting and mathematical principles.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Mutual Fund Administrator
RBC Investment Services
Toronto, ON
07.2008 - 03.2020
- Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios in conformance with plans.
- Managed investment funds to maximize return on client investments.
- Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
- Exceeded goals through effective task prioritization and great work ethic.
- Developed and maintained courteous and effective working relationships.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
Financial Services Representative
TD Canada Trust LTD
Toronto, ON
02.1999 - 05.2006
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Accepted and processed account payments.
- Worked with clients and finance companies to find optimal solutions for financing.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Exceeded goals through effective task prioritization and great work ethic.
- Used coordination and planning skills to achieve results according to schedule.
- Drove operational improvements which resulted in savings and improved profit margins.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
Supervisor, Foreign Exchange Dept.
National Bank of Industry & Commerce Ltd.
Georgetown, Guyana, South America
02.1989 - 12.1994
- Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
- Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
- Evaluated employee performance and coached and trained to improve weak areas.
- Identified individual employee's unique work styles and adapted management methods.
- Achieved results by working with staff to meet established targets.
Education
High School Diploma -
Howard High School
Toronto, ON 01.1995 - 06.1995
No Degree - Economics
Cambridge University of London
London, England 05.2001 -
No Degree - Business Administration
Patentia Secondary School
Guyana 05.2001 -
Skills
Trading operation management
Financial statement review
Data Entry
Excellent Communication
Multitasking Abilities
Decision-Making
Attention to Detail
Written Communication
Problem-Solving
Certification
IFIC
Accomplishments
- Achieved most accounts set up for the Region through effectively helping with The Regional campaign of the year.
- Received 1st prize for Friends of the environmentcampaign.
Timeline
Mutual Fund Administrator
RBC Investment Services
07.2008 - 03.2020
IFIC
05-2001
No Degree - Economics
Cambridge University of London
05.2001 -
No Degree - Business Administration
Patentia Secondary School
05.2001 -
Financial Services Representative
TD Canada Trust LTD
02.1999 - 05.2006
High School Diploma -
Howard High School
01.1995 - 06.1995
Supervisor, Foreign Exchange Dept.
National Bank of Industry & Commerce Ltd.
02.1989 - 12.1994