Hi, I’m
Poonpipuck (Sam) Boonkarnchanarat
Vancouver,BC
Summary
Dedicated Portfolio Analyst bringing with more than 2 years with data extract, reporting and analytics. Proficiency in VBA and SQL based program. Familiar with Power BI for portfolio modeling to suit company's needs. Having strong knowledge of Canadian residential and commercial mortgage industry (10+ years) which could analyze, evaluate and provide solutions for business requirements. Driven and through with a passion for fostering financial growth and client loyalty.
Recently completed Python course and ready to apply this additional knowledge to contribute business requirements.
Overview
17
years of professional experience
Work History
Peoples Trust CompanyVancouver, BC
Portfolio Analyst
01.2021 - Current
Job overview
- Communicated market developments, portfolio changes and annual performance information to clients.
- Developed spreadsheet models for diverse projects and analysis.
- Created and maintained precise and accurate models, charts and reports.
- Maintained and issued weekly, semi-monthly, monthly, quarterly and annual reports, and investigated unusual trends and reporting discrepancies.
- Consolidated financial data and materials for key leadership meetings.
- Solved financial problems with use of diverse analytical and modeling techniques.
- Built and maintained databases for forecasting future financial performance.
- Improved emergency resolution processes to save time.
- Supported Process Engineering Team by improving or creating new reporting systems to reduce processing time and eliminate data errors.
- Created ad hoc reports and new reports nearly 100 reports in 2022.
- Evaluated portfolio performance and risk exposure to support company success.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Designed system for data collection and automated reports.
Peoples Trust CompanyVancouver, BC
Mortgage Administrator - Commercial Mortgage
09.2018 - 12.2019
Job overview
- Reviewed loan files and updated to match current standards
- Fielded customer complaints and provided solutions.
- Planned and dealt with payment schedules.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Reviewed over 20 financial statements per month.
- Packaged documents for new pools for NHA MBS program and co-ordinate with Treasury to ensure related documents were completed.
- Managed MBS loans.
- Processed payouts.
- Coordinated with investor or partners to ensure loan payments were remitted on timely manner.
- Coordinated with CMHC for loans which had issues such as default payment, renovation, payout request or mortgage assumption.
- Processed sale of loans on timely manner and coordinated with internal departments to confirm accuracy.
- Processed funding for syndicated loans.
- Processed loan payouts.
MCAPVancouver, BC
Funding Officer - Commercial Mortgages
08.2016 - 07.2018
Job overview
- Reviewed and validated details of loan applications and closing documentation.
- Collected and compiled paperwork such as title, insurance paperwork, loan files and tax histories.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Produced and submitted completed loan packages to underwriter to sign off construction draws and legal team to advance funds.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Conducted pre-funding and funding activities for over 45 loans per month.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Chok Chai Creation Printing Group Co., Ltd.Bangkok, Thailand, Thailand
International Sales and Marketing Manager
02.2013 - 07.2016
Job overview
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Created company brand messaging, collateral materials, customer events, promotional strategies and product commercialization.
- Managed workflow between staff, coordinating documents, planning and creative material distribution.
- Utilized market trends and target audience statistics to effectively and appropriately market products.
- Coordinated meetings between project members and clients to develop ideas, discuss progress and set goals.
- Developed network of related professionals to open up business opportunities.
- Onboarded new customers efficiently by developing database listings, uploading information and defining related lists.
- Generated revenue approximately 5-6 millions Thai Bath per annum.
TD BankVancouver, BC
Mortgage Specialist
10.2011 - 01.2013
Job overview
- Evaluated pay stubs, credit history, tax information and bank statements for financial status.
- Explained legal aspects of loan to borrower, as well as payment terms and clauses.
- Remained updated with latest information related to mortgage products and services being offered.
- Created profitable and efficient solutions.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
- Attracted new mortgage loan applications by developing relationships within community.
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Reviewed 20 - 25 mortgage applications by average per month.
Dominion Lending Centres -Trillium MortgagesVancouver, BC
Mortgage Broker
03.2010 - 09.2011
Job overview
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Assessed clients' financial data to determine loan suitability.
- Explained entire mortgage loan process to borrower.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Explained different types of loans pertaining to client situations.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Planned and dealt with payment schedules.
- Reviewed 20 - 25 mortgage applications by average per month.
The Mortgage Centre - Dico Holdings Inc.Kamloops, BC
Mortgage Broker Assistant
08.2008 - 02.2010
Job overview
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Oversaw scheduling of timely loan closing to satisfy home seller and borrower needs.
- Reviewed and validated details of loan applications and closing documentation.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Produced and submitted completed loan packages to mortgage broker to review.
- Conducted pre-funding and funding activities for over 25 monthly applications.
Education
Thompson Rivers UniversityKamloops
MBA from Business Administration
12.2007
Silpakorn UniversityBangkok, Thailand
Bachelor of Arts from English
03.2005
Skills
- Compiling data
- Data extract via VBA, SQL based system
- Data virtualization via Excel, Power BI and Powerpoint
- Relational database management
- Microsoft Office such as MS Word, MS Excel, MS Powerpoint and MS Outlook
- Reporting efficiency and accuracy
- Performance metric evaluation
- Team work
- Time management
- Communicative and presentation skills
Timeline
Portfolio Analyst
Peoples Trust Company
01.2021 - Current
Mortgage Administrator - Commercial Mortgage
Peoples Trust Company
09.2018 - 12.2019
Funding Officer - Commercial Mortgages
MCAP
08.2016 - 07.2018
International Sales and Marketing Manager
Chok Chai Creation Printing Group Co., Ltd.
02.2013 - 07.2016
Mortgage Specialist
TD Bank
10.2011 - 01.2013
Mortgage Broker
Dominion Lending Centres -Trillium Mortgages
03.2010 - 09.2011
Mortgage Broker Assistant
The Mortgage Centre - Dico Holdings Inc.
08.2008 - 02.2010
Thompson Rivers University
MBA from Business Administration
Silpakorn University
Bachelor of Arts from English
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