LoAn Tran
Financial services professional with 15+ years of experience in personal banking, lending, and client advisory
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About
Financial services professional with 15+ years of experience in personal banking, lending, and client advisory. Proven track record in supporting clients with loans, credit, and investment solutions. Skilled at building client relationships, achieving sales targets, and ensuring compliance with banking regulations.
Experience
Lending Specialist II - FAIRSTONE FINANCIAL
(2022-01 - 2026-12)
Operate under bank manager to support client needs.
- Handling incoming calls for services and inquiries
- Taking applications for personal financing
- Outgoing calls for solicitations and collections
- Administrative duties such as balancing daily cash summaries and taking daily deposits to the bank
- Taking payments over the phone and in person
Personal Banking Advisor - NATIONAL BANK OF CANADA
(2009-01 - 2021-12)
Operate under bank manager to support client needs.
- Support clients with projects and saving needs
- Apply established processes and procedures thoroughly
- Comply with current standards and regulations
- Prospecting new clients and prospecting among bank clients
- Keep up to date with new policies, promotions, and products
Customer Service - YOUR FLORIST
(2007-01 - 2010-12)
Operated under the manager of a flower shop to help with various tasks and duties.
- Customer service, helping customers pick out arrangements
- Packaged, prepared flowers and made arrangements
- Various cleaning duties
- Cashier
Volunteer - Yearly Summer Waste Cleanup - WASTE REDUCTION INITIATIVE - Ottawa, Edmonton
(2019-01 - 2021-12)
Ottawa's and Edmonton's yearly roundup of waste removal.
- Collected waste for removal from congested areas of Ottawa's and Edmonton's urban river valley, trails, and parks
Volunteer - Homeless Shelter - SHEPHERDS OF GOOD HOPE - Ottawa
(2021-01 - 2021-12)
Helped prepare meals for the homeless community in Ottawa.
Education
Certificate - Pharmacy Technician - CDI College (2003-01 - 2004-12)
Certificate - Applied Banking and Business - Northern Alberta Institute of Technology (NAIT) (2001-01 - 2002-12)
