SHERRY CARVALHO
Toronto
Summary
Experienced Lending & Insurance Specialist successful at managing in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering 20+ years of experience and willingness to take on any challenge. Demonstrated to solve problems independently and perform at an optimal level.
Overview
19
19
years of professional experience
Work History
Lending and Insurance Specialist
CIBC
11.2018 - Current
- Complete and deliver tactical 120 day plans aligned to our National, Regional and market priorities
- Collaborating with multiple partners, teams and people leaders.
- Partnering and reinforcing product enhancements, lending due diligence and adhering to CIBC policy and compliance.
- Building the confidence and capability of Imperial service/ PB employees to engage in more meaningful client outreach and discovery meeting that provide clients quality advice and recommendations to achieve their ambitions
- Analyzing situations, diagnose problems, develop and implement solutions
- Influencing skills
- Identify performance trends and adjust development plans accordingly
- Create Powerpoint Presentations for multiple deliverables.
CIBC Mortgages, Lending and Insurance
CIBC
01.2011 - 11.2018
- Provide real time sales support to the Canada-wide front line sales team of ~17,000 including Telephone banking, Mortgage Advisors and Mortgage Centre (MCC) and Market leaders
- Create and delivered various PowerPoint sales-focused presentations to district audiences
- Collaborated with team leaders to define standards, policies and procedures to meet company revenue goals.
- Identified partnership opportunities and established favorable business connections.
CIBC Mortgages, Lending and Insurance
CIBC
11.2006 - 01.2011
- Collaborated with various partners throughout CIBC to provide real time structural support to all front-line lenders including GM and BM
- Collaborated with team leaders to define standards, policies and procedures to meet company revenue goals.
- Supported high level escalations
- Delivery of training presentations
- Proactively recommending process improvements and supporting the groups efforts in best practices
- Influencing/negotiating skills sufficient to resolve situations involving difference of opinion
Education
High School Diploma -
Oakwood Collegiate Institute
Toronto, ONLegal Secretary
George Brown College
Toronto, ONSkills
- Rapport Building
- Risk Assessment
- Analytical Thinking
- Decision-Making
- Problem Solving
Education Training
- Success Business College - Legal Assistant Program
- Oakwood Collegiate Institute - O.S.S.D
References
- Earl R Lyons, Senior Manager, Lending and Insurance Specialist - National Office (416) 317-1464
- Stratos Lazaros, Senior Manager, Lending and Insurance Specialist National Office (902) 877-1581
- Jason Naylor, Director – Imperial Service Client Advice, National Office (519) 777-1262
- Otilia Conti, Senior Manager – Credit Planning Advisory Centre (416) 809-5015
Timeline
Lending and Insurance Specialist
CIBC
11.2018 - Current
CIBC Mortgages, Lending and Insurance
CIBC
01.2011 - 11.2018
CIBC Mortgages, Lending and Insurance
CIBC
11.2006 - 01.2011
High School Diploma -
Oakwood Collegiate Institute
Legal Secretary
George Brown College
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