Client Relationship Manager - Infrastructure Ontario - Toronto, ON
(2014-07 - 2024-12)
Finance, Technology and Lending – Finance
- Proactively identified and expanded lending activity in assigned territories by researching new markets and consulting with internal stakeholders to develop innovative products.
- Analyzed customer feedback to recommend service improvements, ensuring high retention and a positive reputation for the organization.
- Key facilitator for mandated business sectors, addressing program issues and guiding credit applications through the entire application process to committee submissions.
- Exceeded quarterly and annual lending objectives and targets regularly.
- Promoted products via client presentations, conferences, online seminars, and regular visits and contact.
Grant Administrator - Infrastructure Ontario - Toronto, ON
(2016-07 - 2019-08)
Finance, Technology and Lending – Natural Gas Grant Program and Clean Water Wastewater Fund
- Utilized strong interpersonal and communication skills to drive service delivery, monitoring key project milestones, timelines, and financial metrics to ensure on-time execution.
- Excellent interpersonal skills and a proven ability to build positive relationships and deal effectively with external and internal stakeholders at all levels.
- Client focused attitude, collaborative style, and the ability to work on diverse, cross functional teams in a fast-paced environment of evolving organization.
- Ability to develop creative solutions for unique client situations.
- Manage the end-to-end lifecycle of the grant programs
- Collaborated with Finance to process funding requests in accordance with program requirements.
Loan Officer - Infrastructure Ontario - Toronto, ON
(2015-12 - 2016-06)
Loan Operations (Contract)
- Client focused attitude, collaborative style, and the ability to work on diverse, cross functional teams in a fast-paced environment of an evolving organization.
- Participated in all loan system User Acceptance Testing including testing and evaluation of all loan system upgrades, reconciliation of data and information, identification of problems or errors and recommends solutions.
- Responded to internal and external data requests, including audit summaries, for loan information and produced reports for senior management/ministries regarding the status of the loan applications and cash flow activity.
- Administered payments for IO's loan portfolio
Senior Administrative Assistant - Infrastructure Ontario - Toronto, ON
(2014-07 - 2015-11)
Municipal Business Development and Lending (Contract – July 2014 to September 2014, Permanent September 2014 to November 2015)
- Provided high-level administrative support to the Senior Vice President and VP's, managing document flows and complex meeting coordination.
- Prepared financial reports regarding lending disbursements and conducted legal analysis of technical documentation
Legal Assistant/Clerk – Corporate Banking - Lipman, Zener & Waxman LLP - Toronto, ON
(2006-01 - 2008-12)
- Reviewed, tracked, and distributed confidential correspondence and legal/financial documentation on behalf of Legal Counsel.
- Prepared all legal documentation for loan disbursements
- Reviewed Commercial leases to ensure all regulatory requirements were met for the small business lending program
- Prepared and disbursed funds to clients in relation to small business loan advances
- Met with Bank small business client's and explained legal documentation and witnessed signatures.
- Conducted specialized research and legal searches, including Corporate and PPSA searches related to collateral mortgages.
Board Director - Primrose Housing Co-operative - Toronto, ON
(2021-01 - 2022-11)
Volunteer
- Elected to the Board of Directors for a member-run housing co-operative, providing governance and oversight for the organization.
- Participated in strategic planning, budgeting, and policy development to support sustainable community management.
- Contributed to high-level governance and decision-making during a completed one-year term, demonstrating commitment to community-based organizational leadership.
