Summary
Overview
Work History
Education
Skills
Timeline
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Sandra Baldrey

Burnaby

Summary

Experienced funding professional with a keen eye for detail and results-driven approach. Extensive background in coordinating funding loans and ensuring compliance with regulations. Known for strong collaboration skills and adaptability in dynamic environments.

Overview

23
23
years of professional experience

Work History

Funding Coordinator

BMO
01.2007 - 07.2025
  • Assisted in processing funding applications for automobiles and documentation for timely submission.
  • Coordinated communication between stakeholders to ensure accurate information flow regarding funding opportunities.
  • Spot and Correct Deficiencies on applications from customers
  • Participated in training sessions to learn best practices in funding coordination and compliance requirements.
  • Funded a daily minimum of new contracts with a 5% mistake threshold
  • Part of team that JD power ranked BMO #1 in customer service for BMO

BMO Commercial Banking Officer

BMO Bank of Montreal
01.2003 - 04.2006
  • Developed tailored financial solutions for clients, enhancing customer satisfaction and retention.
  • Analyzed credit applications to assess risk and ensure compliance with regulatory standards.
  • Managed client relationships through regular communication, fostering trust and loyalty.
  • Led cross-functional teams to streamline loan processing workflows, improving efficiency.
  • Processes and audited documentation for commercial and personal loans

Education

High School Diploma -

Burnaby South Secondary
Burnaby, BC

Skills

  • Teamwork and collaboration
  • Excellent Customer service
  • Take Ownership
  • Problem-solving
  • Time management
  • Attention to detail
  • Reliable and Consistent

Timeline

Funding Coordinator

BMO
01.2007 - 07.2025

BMO Commercial Banking Officer

BMO Bank of Montreal
01.2003 - 04.2006

High School Diploma -

Burnaby South Secondary

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Sandra Baldrey