Outgoing, team player with a passion for helping clients reach their financial goals.
Experience
Answering incoming calls from customers wishing to apply for credit products such as credit cards, lines of credit, mortgage segments, consolidation loans and other mortgage related products.
Assisting with day-to-day banking needs such as providing information about the customers' accounts such as stop payments, processing payments and general customer service questions.
Help customers build for a better future by providing guidance on how to maintain or build a solid credit history.
Mitigating risk and fraud exposure to the bank, by applying the 5 C's of credit on every application.
Asking discovery questions to better understand our clients’ financial needs and to understand the reason behind a negative report on their credit file.
Building a solid case study based on my personal judgment when a file needs an exception due to unmet requirements.
