Mark Odi
Summary
Highly experienced financial services professional with experience in customer service, process improvement, financial analysis, to mention a few. Adept at working effectively unsupervised and quickly mastering new skills. Ability to handle multiple projects simultaneously with an impressive degree of accuracy. Upbeat, and energetic in handling difficult situations through resourcefulness, determination, and adaptability. Passionate about promoting lasting client satisfaction by delivering excellent customer service and unparalleled support, as needed. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
9
9
years of professional experience
Work History
Financial Solutions Officer
Federation of Canadian Municipalities
Ottawa , Ontario
2022.01 - 2023.07
- Effectively and efficiently handled 34 different projects simultaneously, advancing each through various stages of project cycle
- Acted as primary client contact on portfolio of applications and funding agreements throughout project cycle
- Also responsible for internal and external communications, document review, keeping accurate and up to date records, and ensuring timely processing
- Conducted initial review of applications for capital projects, pilot projects, studies, and plans for adherence to eligibility criteria and mandatory requirements
- Provided guidance to applicants with view to improving technical & economic viability and increasing possibility of funding, which included sharing relevant knowledge products and capacity building resources and providing information of importance to finalizing funding agreements or contracts
- Facilitated and supported Peer Review process, including reviewing scores and comments
- Also conducted additional research and consulted with applicants to clarify and/or elaborate content information
- Drafted and reviewed application summaries and prepared recommendations for funding and is prepared to answer questions
- Tasked with overall preparation and administration of funding agreements and contracts within assigned portfolio, which included consulting with clients on contract terms, negotiating where required, reviewing and finalizing agreements and obtaining applicable signatures
- Reviewed contracts for adherence against mandatory requirements and applicable provincial legislation, ensured that it reflected pre-approved terms and conditions, and submit for processing.
Credit Analyst/Underwriter
TD Bank Financial Group
Ottawa , ON
2019.02 - 2022.11
- Consistently maintained 100% quality score, month after month, since day of certification in August 2019
- Received several awards and recognitions for consistently exceeding departmental goals of 23 applications per day, and for being at top of departmental scorecard consistently
- Achieved this by increasing daily production by 26% and remained number 1 in entire department every month thereafter in almost all categories
- Nominated as employee pulse survey ambassador for team, where feedback was obtained on important issues, drafted action plans, and measured effectiveness of implemented action plans by creating surveys to gauge perception of colleagues
- Reviewed, analysis and approved credit applications across wide range of products
- Performing in-depth analysis of financial position through thorough investigation of tax returns and / or other financial statements
- Optimized credit opportunities for customers by determining, structuring, packaging and authorizing credit facilities while adhering to credit risk policies and established guidelines
- Assessed credit status of customers, provided credit administrative and operational support, as well as evaluated customer financial portfolio whilst protecting interest of Bank.
Dual Visa Service Officer
TD, MBNA, TD Bank Financial Group
Ottawa , ON
2017.02 - 2019.02
- Provided timely legendary service to cardholder clientele through inbound service calls
- Managed over 70 calls per day
- Effectively contributed to effective cost and risk control through productivity and adherence to corporate processes and controls
- Consistently exceeded departmental targets through recommendation of appropriate products and services to accommodate ever-changing customer needs
- Used on-screen information to identify customer needs, and update information as per KYC requirements.
Client Service Officer
Scotia Bank
Ottawa , ON
2014.09 - 2016.03
- Accurately processed transactions including bill payments, mortgage payments, credit card payments, bonds cashing, KYC, verifying authenticity of checks/draft, making adequate notations and reports about suspicious transactions, and input data, to mention a few
- Up-sold various financial products (credit card) and services, and consistently surpassing monthly targets of 20 credit cards and referrals per month
- Had balancing ratio of 100% consistently, and immensely contributed to accomplishing of team goals and set targets
- Achieved quality service by accurately assessing and responding to client needs, applying sound judgment to recommend best options and choices, and strict compliance to company policies
- Actively participated in team engagements and coaching sessions with strict focus on service excellence.
Education
Post Graduate Certificate - International Business Management
Algonquin College
05.2015
Bachelor of Science - Political Science
University of Nigeria
08.2011
Skills
- Attention to Detail
- Organization and Time Management
- Decision-Making
- Self-Motivated
- Financial analysis
- Analytical and Critical Thinking
- Flexible and Adaptable
- Interpersonal Communication
- Written Communication
- Experienced with [Salesforce, Power BI] software
- Verbal and written communication
- CRM
- Creative problem solving
- Good Telephone Etiquette
- Coaching and mentoring
- Information Verification
- Reporting and Documentation
Timeline
Financial Solutions Officer
Federation of Canadian Municipalities
2022.01 - 2023.07
Credit Analyst/Underwriter
TD Bank Financial Group
2019.02 - 2022.11
Dual Visa Service Officer
TD, MBNA, TD Bank Financial Group
2017.02 - 2019.02
Client Service Officer
Scotia Bank
2014.09 - 2016.03
Post Graduate Certificate - International Business Management
Algonquin College
Bachelor of Science - Political Science
University of Nigeria
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