Experience

• 

  RBC

  • Toronto, Ontario, Canada

  • Associate Director, Real Estate Markets - Builder Finance

    • Sep 2021 - Present
    • Toronto, Ontario, Canada

• 

  Royal Bank of Canada, Commercial Financial Services

  • Canada
  • Banking
  • 700 & Above Employee

  • Senior Account Manager

    • Feb 2015 - Oct 2021

    • Displayed excellent organizational and priority management skills by proactively managing a client portfolio of 60+ clients, loans of $35 million, deposits of $146 million, and revenue under management of $3.0 million with privately-owned mid-sized business & professional services clients• Proved a growth mindset and teamwork mentality through effective collaboration with bank partners and helping them and the bank win new business in the market• Developed trusted strategic advisor skills through delivering comprehensive client experience, thoroughly assessing client needs and strategy, and supporting clients’ vision in collaboration with strategic banking partners with a focus to deliver value beyond banking• Demonstrated superior interpersonal skills through client empathy and proactive advice in helping clients navigate through the coronavirus pandemic• Consistently achieved new client acquisition targets, including the year of economic crisis of 2020• Regularly accomplished top quartile results in portfolio quality relative to the peers in the team• Multiple Quarterly Performance Award winner, including 2020 Q4 Winner ‘Drive to Impact’ Award• YTD2021 achieved: 11% deposit volume growth year-over-year • Initiated a Wellness Workshop to help team members cope with the effects of the coronavirus pandemic

  • Commercial Account Manager Trainee, Manufacturing, Wholesale and Distribution Sector

    • Jun 2014 - Feb 2015

• 

  BMO Financial Group

  • Canada
  • Financial Services
  • 700 & Above Employee

  • Director, Real Estate Finance

    • Nov 2013 - Jun 2014

    • Successfully managed and grew a corporate real estate portfolio of 60+ commercial real estate clients, loans and deposits of $250 million, and $3 million in revenue under management • Provided deal structuring advice and access to capital to residential and commercial real estate clients, including builders, developers, investors and operators, across deal sizes of $5-35 million• Consistently met and exceeded revenue and volume targets through new business origination strategies, including effective partnering, industry events, client and external networks• Exceeded the bank’s targets for annual customer loyalty through demonstrating excellent customer service ability, effective inter-personal skills, smooth coordination of project funding, problem resolution, and consistent client experience with the commercial bank • Coached new team members on real estate deal structuring, valuation and account management strategies

  • Associate Director, Real Estate Finance

    • Jun 2010 - Oct 2013

• 

  CIBC

  • Woodbridge, ON

  • Associate, Real Estate Division

    • Jul 2007 - Jun 2010
    • Woodbridge, ON

    • Demonstrated collaboration and effective teamwork across several deal teams simultaneously through financial modeling, credit structuring, and performing market and industry research and analysis, which facilitated $100+ million in underwritten credit transactions for residential and commercial builders and developers • Achieved recognition by being assigned to a high-profile account portfolio exceeding $350 million in authorized credit, which entailed maintaining an ongoing client relationship, new deal structuring, completion of due diligence reviews and monitoring loan portfolio performance• Created a new financial reporting tool for senior risk management to ensure compliance and regular exposure tracking