Experience

PLATFORM Insurance Management Inc.

• Canada
• Insurance
• 1 - 100 Employee

• Vice President, Real Estate Practice Group, Western Canada

  • Mar 2023 - Present

• Director, Real Estate Practice Group, Western Canada

  • Jul 2021 - Mar 2023



Aviva Canada

• Canada
• Insurance
• 700 & Above Employee

• Team Leader- Developer Surety and New Home Warranty

  • May 2019 - Jul 2021

• Senior Underwriter, Developer Surety

  • Oct 2018 - Jul 2021

  I manage and underwrite residential surety products on large single family tract and large multi-family projects in the Lower Mainland.



Travelers Canada

• Canada
• Insurance
• 700 & Above Employee

• Senior Underwriter/ Account Executive- New Home Warranty

  • Oct 2017 - Oct 2018

  I manage a portfolio of top B.C. Interior real estate developers and general contractors by- producing and underwriting warranty policies for new home construction,- providing risk-assessment for new projects which lead to prompt and sound decisions on business,- building and maintaining productive relationships with current, prospective and new clients.

• Associate Account Executive / Underwriter

  • Jan 2016 - Oct 2017

  Manage book of business consisting of real estate developers.- Produce and underwrite new and renewal business in market segment.- Assess risk for products and accounts- lead to prompt and sound decisions on business.- Build and maintain productive relationships with assigned brokers.- Develop and leverage productive relationships through visibility and disciplined approach.- Network with market segment colleagues and internal/external stakeholders.



Vancity

• Canada
• Financial Services
• 700 & Above Employee

• Business Integration Consultant

  • Jun 2014 - May 2015

  Develop holistic impact assessment and change approach for Vancity's Banking Application Renewal project (upgrade of core-banking software). - Transform Vancity’s Differentiated Member Experience strategy from high-level concept to detailed and executable directives - Identify actionable opportunities in impact areas that will allow Vancity to continue to position its brand as a community leader in BC. - Prepare and cascade impact assessments on organization, staff and customers readiness for renewal of Vancity’s core banking platform. - Identify risks and provide mitigation recommendations from a people, process and technology perspective. - Consult with all business streams on the project to facilitate an integrated impact approach. Show less

• Impact Real Estate- Community Investment Specialist

  • Nov 2013 - Jun 2014

  Engage with the local real estate sector to develop impact practices into their business lines and to promote Vancity’s brand position as an impact accelerator. - Provide tactical support for political and private stakeholders for the launch and development of the BC Non-Profit Housing Association Rental Housing Index. - Develop feasibility pro-forma and project management for a social-purpose co-working space with a cohort of mission-driven social enterprises in the Vancouver Downtown Eastside. - Propose suitability of restrictive covenants for future social developments in Vancouver. - Develop Vancity's Impact Road Map for the Impact Real Estate Strategy. - Authored Social Finance Investment Fund magazine article “Resilient Investment Guide.” - Train and lead a team of 5 branch staff on impact real estate for community work. Show less

• Microfinance Program Officer

  • Sep 2012 - Jun 2014

  Manage and promote Microfinance Program (financing for impact start-up businesses and personal lending for population facing adversity and newcomers), including renewals, and underwriting. - Develop and maintain loan loss pools on Community Investment lending programs. - Identify trends and provide forecasts with aim to overhaul of program codes for increased portfolio accuracy. - Develop detailed analysis on loan portfolio to Risk, including program profitability and default rate. - Collaborate with internal and external media consultants to develop marketing initiatives to promote Vancity as a leader in community investment programs. - Present Vancity's impact lending programs in the community to secure future community partners. - Act as liaison between Vancity and government funding partners, such as Western Economic Diversification. - Train and lead a team of Business Specialists to underwrite micro loans. Show less

• Special Accounts Officer- Retail Portfolio

  • May 2011 - Sep 2012

  Analyze and report on Vancity's retail lending portfolio in order for senior executive leadership team to make informed decisions on rates, lending parameters, and write-offs. - Calculate delinquency rates on major Vancity products, penetration of products, and risk ratios for major branches in Vancity network. - Provide retail credit downgrade assessments to facilitate write-down and write-off processes. - Create comprehensive risk analytics reports for team leads and business directors. - Overhaul existing reporting parameters in anticipation for legislative changes to the financial industry. - Act as liaison between Vancity and provincial financial governing bodies. Show less

• Central Administration Officer

  • Jan 2010 - May 2011

• Payment Systems Clerk

  • Aug 2008 - Dec 2009

• Senior Financial Services Representative

  • Jan 2008 - Aug 2008

• Financial Services Representative

  • Sep 2006 - Jan 2008