Claire Penalber

Sales Coordinator at Dynamic Capital Equipment Finance
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Calgary, Alberta, Canada, CA

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Patricia Anne Lalic

I have met Claire in 2009 and throughout those years I've seen her grow and develop skills that can be useful in her future employments. She knows how to work her way through different tasks that are given to her. She can work in many different work conditions and I believe that she would be a useful employee. Claire stays calm under pressure and gets everything done within the specified time.

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Branch Compliance Officer
    Canadian Securities Institute
  • Investment Funds in Canada (IFC)
    Canadian Securities Institute
  • Registered Financial and Retirement Advisor (RFRA)
    The Canadian Institute of Financial Planning (CIFP)

Experience

  • Dynamic Capital Equipment Finance
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Sales Coordinator
      • Apr 2023 - Present

      Supports the Partner/Account Manager, handling credit applications, document collection, and client communication. Responsible for promptly escalating any inaccuracies, discrepancies, or incomplete items. • Working closely with the Partner/Account Manager to assist in the submission of credit applications for both brokered and internal financing transactions. • Collect required items in order for Credit to adequately review and approve a deal. • Communicate with customers to collect information for preparation of credit packages and contracts. • Ensure all items necessary for a full and complete documentation request is gathered in advance of submitting for documents. • Work with the Documentation Team and Customers to ensure active deals are closed in the most efficient way possible, providing best in business service. • Become the main point of contact for new and existing clients of the Partner/Account Manager to ensure all Customer Service requests are handled quickly. Show less

  • First National Financial LP
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Associate Mortgage Underwriter
      • Sep 2021 - Dec 2022

      MBBS TPUW Supports the underwriting and credit decision process by reviewing all required documentation and applying sound due diligence. Responsible for escalating any inaccuracies, issues, or items that are incomplete and potentially present risk to the company. • Provide liaison and support for funding department. • Reviews and verifies accuracy of required documentation related to income, down payment and the property using sound due diligence and in compliance with internal and regulatory guidelines prior to signing off on any mortgage conditions or documents, where applicable. • Analyze Business Financials and verify all employment letters verbally to mitigate risk. • Interacts with mortgage brokers for the collection of all required documents to satisfy mortgage commitment conditions. • Maintains positive relationships with external partners such as mortgage insurers, appraisers, title insurance companies, and solicitors. • Operates within strict timelines to ensure business losses are not incurred. • Conduct Enhanced Due Diligence (EDD) for high-risk borrowers •Review and audit files prior sending to Funding team. Show less

  • RBC Dominion Securities
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Associate
      • Mar 2021 - Apr 2021

      • Coordinate and prepare meetings for Advisors with their clients/prospects. • Provide proactive client service with a focus on problem resolution and attention to details. • Liaise with various departments for execution, where necessary. • Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.). • Coordinate and prepare meetings for Advisors with their clients/prospects. • Provide proactive client service with a focus on problem resolution and attention to details. • Liaise with various departments for execution, where necessary. • Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2018 - Mar 2021

      • Taking a proactive approach to discovering client needs by listening and understanding Financial circumstance. • Educate clients by providing relevant insights and advice on personal finances. • Adjudicate mortgage pre-approvals, switch, refinance, and release of covenants. • Responsible for general administrative duties for client accounts, and act as a point of contact for the frontline staff in resolving client inquiries and issues. • Liaise with back-office contacts to investigate and resolve inquiries related to accounts and account transactions. • Develop personalized financial strategies with day to day banking, investments, and borrowing solutions. • Establish relationships with clients (existing and prospective) and provide financial reviews, portfolio updates, and suggest additional personalized financial advise based on clients objective. • Review and complete regulatory compliance updates related to Mutual Fund transactions, Registered Account openings and transfers. • Participated in the correction of compliance deficiencies of all account openings in branch. • Manage risks by adhering to compliance, and stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the Bank. Show less

Education

  • Southern Alberta Institute of Technology (SAIT)
    Diploma, Finance and Financial Management Services
    2016 - 2019

Community

You need to have a working account to view this content. Click here to join now