Suzana Grillo
Thunder Bay,Canada
Summary
Detail-oriented and motivated professional with extensive experience in financial services, administration, and data management. Currently pursuing a Business Accounting diploma, with plans to advance to Business Administration Accounting studies. Skilled in financial analysis, document review, data entry, and problem-solving. Seeking an accounting assistant or related role to contribute expertise and continue professional development in accounting and finance. Proficient in managing multiple projects with conflicting deadlines and maintaining confidentiality with sensitive financial data.
Overview
5
5
years of professional experience
Work History
Home Financing Advisor
Scotiabank
10.2021 - Current
- Analyzed client profiles and conducted credit risk assessments
- Provided tailored financial solutions, ensuring compliance with underwriting standards
- Assisted clients in identifying financial goals and recommending appropriate strategies
- Reviewed credit applications, ensuring accurate documentation for approval
- Developed and maintained client relationships to drive business growth
Mortgage Agent
Mortgage Corp. and Financial Services
02.2021 - 09.2021
- Prepared detailed financial proposals and insurance documents
- Researched and recommended personalized financing options
- Maintained compliance with industry regulations and company standards
- Built partnerships with realtors and legal professionals to expand client base
Administrative Assistant
C. John D’Agostino Law Professional Corporation
09.2019 - 04.2020
- Supported the team with document processing, scheduling, and correspondence
- Organized sensitive files and maintained databases for efficiency
- Responded to client inquiries and ensured accurate communication with leadership
Education
Business Administration Accounting - Accounting
Fanshawe College
09.2025
Business Accounting Diploma - Accounting
Fanshawe College
12.2024
Mortgage Agent Course -
Real Estate and Mortgage Institute of Canada (REMIC)
Toronto, ON07.2020
Postgraduate Diploma - Procedural Law
University for the Development of the State and the Pantanal Region
12.2009
Bachelor’s Degree - Law
University for the Development of the State and the Pantanal Region
12.2007
Skills
- Financial analysis and reporting
- Document review and compliance
- Budget management and resource allocation
- Data entry and file organization
- Knowledge of accounting systems and financial procedures
- Attention to detail and problem-solving
- Proficiency in Microsoft Excel, Word, and management software
Languages
English
Professional Working
Portuguese
Native or Bilingual
Timeline
Home Financing Advisor
Scotiabank
10.2021 - Current
Mortgage Agent
Mortgage Corp. and Financial Services
02.2021 - 09.2021
Administrative Assistant
C. John D’Agostino Law Professional Corporation
09.2019 - 04.2020
Mortgage Agent Course -
Real Estate and Mortgage Institute of Canada (REMIC)
Postgraduate Diploma - Procedural Law
University for the Development of the State and the Pantanal Region
Bachelor’s Degree - Law
University for the Development of the State and the Pantanal Region
Business Administration Accounting - Accounting
Fanshawe College
Business Accounting Diploma - Accounting
Fanshawe College
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