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Carlo Carbajal, Fcuic, Abl, Cude profile image

Carlo Carbajal, Fcuic, Abl, Cude

Project Manager at Summerland Credit Union
Intro Book
Carlo Carbajal, a seasoned finance professional with 12 years of experience, holds a Business Administration - Accounting degree and a Mortgage Brokerage in BC, with expertise in mortgage lending, commercial lending, financial analysis, and wealth management.
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Location
Penticton, British Columbia, Canada, CA
Skills
  • Mortgage Lending
  • Loans
  • Credit
  • Banking
  • Customer Service
  • Show all
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Bio

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Carlo Carbajal is a seasoned finance professional with extensive experience in mortgage lending, banking, and financial services. Based in Penticton, British Columbia, Canada, he has held key positions at prominent organizations, including Summerland Credit Union, Copper Capital Corp, and Prospera Credit Union. With a strong educational background in business administration and mortgage brokerage, Carlo has developed expertise in financial analysis, wealth management, and customer service. He is proficient in multiple languages, including English, French, and others. Throughout his career, Carlo has demonstrated a commitment to delivering exceptional results, with a proven track record of success in commercial and residential lending.

Credentials

  • Canada DE (Credit Union Development Educator Program)
    Saint Mary's University
    Jul, 2023
    - Apr, 2026
  • Accredited Business Lender
    Canadian Credit Union Association
    Apr, 2023
    - Apr, 2026
  • Fellow of the Credit Union Institute of Canada (FCUIC) Designation
    Canadian Credit Union Association
    Apr, 2023
    - Apr, 2026

Experience

Education

  • 2003 - 2005
    Southern Alberta Institute of Technology
    Business Administration - Accounting
  • 2011 - 2011
    UBC Sauder School of Business
    Mortgage Brokerage in BC

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