Barbara Dieuvil

Accomplished Financial Professional and Mortgage Manager with over 10 years of rich experience in banking, financial advisory, and high-level administrative management. Recognized repeatedly by peers and executives for top-tier advisory performance, exceptional client relationship building, and strategic negotiation skills.

Mortgage Manager - BMO Bank of Montreal

(2025-03 - 2026-08)

• Client Relationship Management: Act as the primary point of contact to evaluate client needs, ensuring a smooth, confident transaction process from onboarding to completion.
• Financial Strategy & Underwriting: Evaluate confidential personal documents and conduct thorough credit investigations in strict compliance with federal lending laws; design custom financial strategies for complex files.
• Stakeholder Collaboration: Partner with housing developers, Equifax, CMHC, and legal counsel to streamline contract preparation and secure prompt transaction closures.

Mortgage Manager - National Bank of Canada

(2018-01 - 2023-09)

• Client Relationship Management: Act as the primary point of contact to evaluate client needs, ensuring a smooth, confident transaction process from onboarding to completion.
• Financial Strategy & Underwriting: Evaluate confidential personal documents and conduct thorough credit investigations in strict compliance with federal lending laws; design custom financial strategies for complex files.
• Stakeholder Collaboration: Partner with housing developers, Equifax, CMHC, and legal counsel to streamline contract preparation and secure prompt transaction closures.

Executive Assistant to the Superintendent - CEPEO

(2024-03 - 2024-10)

• Operational Leadership: Served as the frontline liaison for nine school principals and their administrations.
• Financial Oversight: Managed and monitored the allocated annual school year budget and prepared monthly executive expense statements for the finance department.
• Conflict Resolution: Effectively managed and resolved complaints from both school staff and parents while organizing complex visit schedules.

Bachelor's Degree - Management - HEC Montréal (Affiliated with University of Montreal)