Sue-Ellen M. Foster
Winnipeg
Summary
Dynamic professional with extensive experience in financial services, including roles at Steinbach Credit Union and TD Canada Trust. Proven ability to enhance client relationships through effective communication and attention to detail. Skilled in analyzing financial data to drive strategic decisions, ensuring compliance and maximizing profitability. Adaptable team player committed to delivering exceptional results.
Overview
26
26
years of professional experience
Work History
Accounts Payable Clerk
Eastside Collision and Repair Centre
Winnipeg
05.2022 - 03.2024
- Processed invoices and payments in accordance with company policies and procedures.
- Assisted with month-end closing activities as needed.
- Managed vendor relationships through prompt communication of payment information.
- Developed processes and procedures related to accounts payable operations.
Small Business Lender
Steinbach Credit Union
Winnipeg
03.2019 - 05.2022
- Educated customers on various types of financing programs available through the organization.
- Participated in meetings with senior management regarding current lending initiatives.
- Performed detailed analysis of customer accounts to identify potential opportunities to increase revenue or reduce risk.
- Reviewed loan applications to determine creditworthiness and eligibility for approval.
Retail Lending Specialist
Manulife Financial
Winnipeg
03.2017 - 01.2019
- Developed relationships with customers to ensure satisfaction with services provided.
- Prepared and submitted loan documents to relevant parties for review and approval.
- Provided support to business banking lending teams with loan origination activities.
Mortgage Professional
Mortgage Alliance
Winnipeg
10.2010 - 01.2017
- Advised customers on available options for financing real estate purchases or refinancing existing mortgages.
- Participated in marketing events such as open houses or trade shows to increase visibility in the community.
- Created and maintained relationships with clients to ensure successful loan transactions.
- Provided guidance on the selection of loan products best suited for clients' needs.
Commercial Account Manager
CAMBRIAN CREDIT UNION
06.2008 - 10.2010
- Established a loyal client base by delivering comprehensive financial advice and loan services.
- Reviewed and analyzed financial statements independently to inform strategic decisions.
- Completed annual account reviews, ensuring alignment with financial standards and objectives.
- Responded promptly to inquiries from internal staff regarding customer accounts.
Account Manager
Business Development Bank of Canada
Winnipeg
06.2003 - 06.2008
- Negotiated terms of contracts with clients to maximize profitability.
- Ensured compliance with all applicable laws, regulations, policies and procedures.
- Consulted with customers to identify their needs and develop customized solutions.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Customer Service Manager
TD CANADA TRUST
01.1998 - 12.2003
- Provided supervision, direction and training to assigned staff
- Conducted periodic audits of each teller
- Assisted with senior management for the preparation of annual operating budgets
- Reviewed daily reports regarding sales, expenses and premises
Education
Graduate -
Kildonan East Regional Secondary High School
Winnipeg, ManitobaSkills
- Effective communication
- Team collaboration
- Attention to detail
- Problem-solving abilities
- Time management
- Adaptability and flexibility
References
A list of persons who have agreed to act as references will be supplied on request.
Affiliations
- Enjoy gardening, crafts, music, golf and the outdoors.
Timeline
Accounts Payable Clerk
Eastside Collision and Repair Centre
05.2022 - 03.2024
Small Business Lender
Steinbach Credit Union
03.2019 - 05.2022
Retail Lending Specialist
Manulife Financial
03.2017 - 01.2019
Mortgage Professional
Mortgage Alliance
10.2010 - 01.2017
Commercial Account Manager
CAMBRIAN CREDIT UNION
06.2008 - 10.2010
Account Manager
Business Development Bank of Canada
06.2003 - 06.2008
Customer Service Manager
TD CANADA TRUST
01.1998 - 12.2003
Graduate -
Kildonan East Regional Secondary High School
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