Experience

• 

  First West Capital

  • Vancouver, British Columbia, Canada

  • Operations Advisor

    • Feb 2023 - Present
    • Vancouver, British Columbia, Canada

• 

  First West Credit Union

  • Canada
  • Financial Services
  • 700 & Above Employee

  • Compliance Officer

    • Oct 2022 - Mar 2023

  • Commercial Lending Administrator

    • Mar 2022 - Nov 2022

• 

  Beckman Design & Co

  • Delta, British Columbia, Canada

  • Principal Designer

    • Dec 2014 - Dec 2016
    • Delta, British Columbia, Canada

    Combining personal finance, residential real estate and residential interior design advise and solutions. I was in the financial services industry for almost 13 years. In 2005, I started investing in residential real estate and fell in love with it. I use my background in numbers, my love for real estate and my flare for interior design be my guide to help you making the best decisions for your renovations.Services Provided:Kitchen and Bath DesignStaging and StylingColour ConsultationConcept DevelopmentSpace PlanningMaterial SelectionFixture SelectionLighting PlansFurniture SelectionAccessory SelectionUpholstery/Fabrics SelectionsPurchasing

• 

  First West Credit Union

  • Canada
  • Financial Services
  • 700 & Above Employee

  • Retail Loan Administrator

    • Apr 2007 - Nov 2015

    - Examine, evaluate, and process loan applications, loan payouts, and any alteration to our members retail lending. - Provide specialized administration advice to front line staff via email, phone, and electronic forms of communication.- Establish and maintain relationships with individuals and branch representatives to provide support.- File and maintain loan records. - Calculate, review, and correct errors on interest, principal, payment, and closing costs as well as accept payment on accounts. - Check value of customer collateral to be held as loan security. - Prepare, evaluate, and process reports on our members lending and/or reports important to our branch staff. - Cancel, transfer, or update new or existing insurance coverage for our retail lending member.

  • Personal Account Manager

    • Mar 2003 - Dec 2007

    - Approve, reject, or coordinate mortgages, lines of credit, or personal loans. - Analyze applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans. - Obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information.- Meet with applicants to obtain information for loan applications and to answer questions about the process. - Explain to customers the different types of loans and credit options available, as well as the terms of those services. - Review loan agreements to ensure that they are complete and accurate according to policy. - Handle customer complaints and take appropriate action to resolve them.