Software Developer, Professional Scrum Master I
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Lending Services Associate (June 2018 - September 2022)
· Provided administrative support and guidance to branches for all loan related post approval activities including; instructing, funding, payment processing, fire insurance notification, renewal processing, payouts and discharges.
· Acted as a resource to lenders on Credit Administration related policies and procedures including in depth knowledge of the mortgage registration process and required documentation.
· Managed relationships with solicitors and prepares security documentation for new mortgage funding
· Processed new mortgage funding, re-advances and personal loan funding and provides risk oversight by ensuring correct security and documentation are in place.
· Prepared payout statements to both branches and solicitors ensuring pre-payment penalties are calculated correctly and accurately.
· Prepared discharges of mortgages while ensuring proper security is released
· Audited files to ensure all required branch and legal documents are received. Includes follow up with branch and solicitor for necessary missing documents.
· Provided administrative support to branches by processing mortgage and loan related payments and alterations, including external PAD set up
· Liaised with third party service providers including CUMIS, First Canadian Title, solicitors, Canadian Mortgage and Housing Corporation (CMHC), Genworth, and Canadian Securities Registration Systems (CSRS) on behalf of branch staff.
· Participated in work team solutions that support efficient centralized lending administration
Advisory Associate (October 2017 - June 2018)
· In conjunction with the Financial Advisor, support the sale of a full range of deposit, investment, wealth protection and lending products within an assigned portfolio.
· Establish highly efficient and accurate work processes to ensure business growth and compliance with policies, procedures and best practices.
· Complete and process required sales and service documentation to support the Financial Advisor and to maximize the unit’s contribution and productivity. This includes administration/input of loans/mortgages, credit reviews, reporting, estates, safekeeping, scheduling, CRM data entry, and any other related tasks.
· Work directly with client to negotiate rates and open new accounts, investments, and registered products. Respond to a variety of client requests as required.
· Use client relationship management software (CRM) and other banking systems to follow up on annual Know-Your-Client (KYC) requirements and communicate any deficiencies to the Branch Compliance Manager or Financial Advisor. Meet with clients to review and complete the KYC.
· Follow up on requests and activities from support groups regarding assigned client files (Solution Center, Lending Services, Corporate Security etc.)
· Review client profiles to identify potential needs and sales opportunities. Process or refer accordingly.
· Initiate proactive contacts/calls as assigned, manages calendar and referrals, and track key engagement attributes for client engagement score.
· Work in tandem with the FA to ensure appropriate recognition of client milestones.
Applied Computer Information Systems program
Currently enrolled and expected graduation December 2023
Bachelor of Arts, Political Science and Economics
