Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Samanthi Ranathunga

Vancouver,British Columbia

Summary

Dedicated and detail-oriented finance professional with over 9 years of progressive experience in banking, credit management, and customer service. Proven expertise in loan processing, credit analysis, and client advisory services, with a strong focus on delivering tailored financial solutions. Skilled in building relationships with clients to understand their financial needs and offering appropriate lending options. Adept at managing loan applications, assessing risk, and ensuring compliance with regulatory standards. Seeking to leverage my background in the financial services industry to contribute effectively as a Junior Loan Advisor.

Overview

11
11
years of professional experience

Work History

Payment Account Agent

Park West Professional Services
Surrey, British Columbia
06.2024 - Current
  • Credit recoveries and formulation of payment plans, and refunds.
  • Notified debtors of overdue payments and accounts via telephone, mail, and email, including timely follow-ups.
  • Professional handling of customer inquiries, including providing detailed reconciliations and statements.

Credit Officer: Credit Processing Department

Sampath Bank PLC
Colombo 02, Sri Lanka
06.2021 - 01.2023
  • Canvassed new clients and contributed to business development strategies.
  • Conducted credit analysis and prepared and evaluated credit papers.
  • Led loan restructuring efforts, and handled final documentation, and offer letters.

Compliance Officer – E-Remittance Department

Sampath Bank PLC
Colombo 02, Sri Lanka
03.2020 - 05.2021
  • Evaluated new client relationships, agreements, and conducted risk analysis.
  • Led compliance initiatives by conducting CDD and EDD processes and analyzing transaction data.

Customer Service Officer

Sampath Bank PLC
Colombo 02, Sri Lanka
01.2019 - 02.2020
  • Managed customer disputes and credit card recovery processes.
  • Handled merchant refund requests and assisted with VISA, MasterCard, and Amex settlements.

Financial Service Associate: Wattala Branch

Sampath Bank PLC
Colombo 02, Sri Lanka
12.2015 - 12.2018
  • Managed teller services, cash handling, and acted as the pawning loan officer.
  • Assisted with account openings, fixed deposit marketing, and loan services.

Accounts Assistant

Jetwing Travels (Private) Ltd
Colombo 02, Sri Lanka
02.2014 - 11.2015
  • Managed bookkeeping and prepared monthly accounts using QuickBooks.
  • Handled budgeting, costing, and financial planning operations.

Education

Bachelor of Business Management (Special) Hons - Marketing

University of Colombo
Assessed As A 4-year Canadian Equivalent Degree By
01-2014

(AAT)SL - Accounting/Bookkeeping

The Association of Accounting Technicians | 2009

Associate Member -

Chartered Institute of Marketing- (ACIM)UK | 2021

Investment Funds in Canada (IFIC)-In Progress -

Canadian Securities Institute

Certificate Course in Taxation -

H&R Block Canada | 2023

Skills

  • Banking Systems: Finacle10 ERP, SDAS Credit Management, Amlock Compliance System, Dow Jones Risk Management System
  • Advanced MS Office Suite: Excel, Word, PowerPoint
  • Customer Management Systems: Call center and support experience, managing technical and account-related inquiries

Languages

English
Full Professional
Sinhala
Native/ Bilingual

Timeline

Payment Account Agent

Park West Professional Services
06.2024 - Current

Credit Officer: Credit Processing Department

Sampath Bank PLC
06.2021 - 01.2023

Compliance Officer – E-Remittance Department

Sampath Bank PLC
03.2020 - 05.2021

Customer Service Officer

Sampath Bank PLC
01.2019 - 02.2020

Financial Service Associate: Wattala Branch

Sampath Bank PLC
12.2015 - 12.2018

Accounts Assistant

Jetwing Travels (Private) Ltd
02.2014 - 11.2015

Bachelor of Business Management (Special) Hons - Marketing

University of Colombo

(AAT)SL - Accounting/Bookkeeping

The Association of Accounting Technicians | 2009

Associate Member -

Chartered Institute of Marketing- (ACIM)UK | 2021

Investment Funds in Canada (IFIC)-In Progress -

Canadian Securities Institute

Certificate Course in Taxation -

H&R Block Canada | 2023
Samanthi Ranathunga