Rhonda Frew
Creston,Canada
Summary
Financial professional with extensive experience at CIBC, specializing in cash management and client relationship development. Led teams to achieve an 86% revenue increase through strategic implementation. Proficient in mortgage application processing and performance evaluations, enhancing client engagement and driving business growth. Also, prepared to relocate for new opportunity
Overview
24
24
years of professional experience
1
1
Certification
Work History
Manager Client Advice
CIBC
Creston, Canada
01.2013 - Current
- Monitor Cash control
- Supervise a team of 6 (provide scheduling)
- Create and maintain client files
- Review and monitor supplies
- Provide investment and account advice
- Process client transactions
- Balance cash and maintain branch cash control
- Proficient use of Microsoft Word, excel, outlook
- Adhere to privacy policies and procedures
Mobile Mortgage Advisor
CIBC
Calgary, Canada
01.2013 - Current
- Worked with CIBC branch representatives to gain client base
- Develop and implement proactive lead generation strategies to maintain a steady pipeline of potential clients.
- Maintained a strong focus on building client relationships through networking and outreach
- Conduct in-person consultations with clients to understand their financial needs, assess their eligibility, and present suitable mortgage options.
- Gather necessary documentation, review credit reports, and complete mortgage applications accurately according to lender guidelines.
- Analyze client financial information to determine loan-to-value ratio, debt-to-income ratio, and overall creditworthiness.
- Stay updated on current mortgage regulations and ensure all loan activities comply with legal and ethical standards.
Financial Service Representative/Associate Financial Advisor
CIBC
Calgary, Canada
01.2013 - Current
- Prepared meetings, agendas, calendars, and organized financial advisors day to operations
- Provided financial advice for investments, credit and cash management
- Processed calls to book meetings and set up sales meetings
- Prepared applications for all lending including: mortgages, HPP, PLC’s, loans, and SPLC’s
- Worked together with 2 Financial Advisor to achieve annual targets
- Won 2 Quarterly Achiever awards and multiple top achiever branch awards
- Uncovered opportunities for sales and assisted with ensuring all client goals were achieved
- Have Mutual Funds License (IFIC)
Staffing Consultant/ Office Coordinator
Express Employment Professionals
Calgary, Canada
01.2011 - 01.2013
- Prepared, researched, edited and formatted various documents, reports, spreadsheets and/or presentations;
- Coordinated appointment calendar, resolved meeting conflicts
- Processed payroll and invoice correspondence
- Carry out cancellations and changes in orders and update company records.
- Maintained working relationships with internal and external professionals to provide information and/or seek information or updates
- Strong influencing, problem solving and negotiation skills
- Generated leads, initiated cold calls to prospective clients, followed up, performed pre-sales activities and closed transactions
- Developed and implemented recruiting strategies to meet current and anticipated staffing needs
- Support and guide businesses to identify and implement relevant employee engagement strategies and tactics
- Organized, planned and prioritized projects based on company model
- Effectively communicated between associates and businesses to ensure job information was implemented
Branch Administrator
National Money Mart
Calgary, Canada
01.2002 - 01.2011
- Prepared and reviewed all paperwork pertaining to recruitment and selection
- Responsible for all scheduling
- Processed and submitted payroll
- Preparing and communicating weekly, quarterly, monthly and annual reports
- Prepared and formatted various documents, spreadsheets and presentations regarding financial forecasts and results
- Administered communication between all levels both internally and externally
- Measured and reported customer service
- Investigated all business transactions to ensure accuracy
- Ability to read and understand financial earnings statements and budgets
- Skill of branch budgeting to achieve company objectives
- Increased store revenue by 86% over 9 months
- Increased Key Operating Profit by 65% over 9 months
- Completed and implemented Money Mart’s CSR Coach Certification
- Actively involved in the recruitment process for the Calgary Area
- Coached and supported future management and District Manager recruits
- Prepared and delivered performance evaluations
- Implemented many action plans to correct and ensure proper training and guidance to all employees.
- Worked with employees to gain respect and leadership skills using a 'Lead by example' approach to all develop.
- Received the collection award for achieving the lowest fiscal debt
- Received the Cash/Management award
- Received the Customer service excellence
Education
Business Administration Certificate -
College of the Rockies
Cranbrook, BCSkills
- Cash management
- Client file management
- Mortgage application processing
- Financial analysis
- Performance evaluations
- Customer relationship management
Awards
- Received the collection award for achieving the lowest fiscal debt
- Received the Cash/Management award
- Received the Customer service excellence
Certification
- MFDA Licensed
Timeline
Manager Client Advice
CIBC
01.2013 - Current
Mobile Mortgage Advisor
CIBC
01.2013 - Current
Financial Service Representative/Associate Financial Advisor
CIBC
01.2013 - Current
Staffing Consultant/ Office Coordinator
Express Employment Professionals
01.2011 - 01.2013
Branch Administrator
National Money Mart
01.2002 - 01.2011
Business Administration Certificate -
College of the Rockies