Dawn Mosure

Business Advisor - Scotiabank

(2024-05)

Manage and grow a portfolio of business clients by providing tailored financial solutions that support operational needs and long-term growth.

Conduct in-depth financial analysis including cash flow, debt servicing capacity and credit risk assessment to support lending decisions.
Provide strategic advice on financing, cash management, and banking products to improve client financial performance.
Collaborate with internal partners to deliver comprehensive banking solutions to clients.
Consistently delivered high-quality customer service while maintaining compliance with banking regulations and polices.
Managed two portfolios supporting 1450 clients.
Achieved top performance in Alberta North quarter 2 of 2026

Sales Coordinator - Brandt Truck & Trailer

(2024-08 - 2024-05)

Coordinated sales activities and financial processes to streamline operations.

Assisted clients in understanding financing options and structing deals.
Maintaining strong relationships with stakeholders to support business growth
Maintain accurate inventory and arrange all transportation needs
Creating and maintaining sales files ensuring all proper documentation is correct and present following policy and procedures.

Relationship Manager, Commercial - BMO

(2022-06 - 2024-08)

Managed a portfolio of Commercial Clients, providing tailored financial solutions.

Conducted Financial analysis and risk assessments to support lending decisions.
Developed strategic relationships to drive business growth and client satisfaction.

Sales and Finance Coordinator - Greatwest Kenworth Ltd

(2014-02 - 2021-05)

Facilitated financing and leasing options for commercial clients.
Managed financial transactions and ensured compliance with regulatory requirements.
Collaborated with sales teams to optimize customer financing strategies.

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