Experience

Meridian OneCap Credit Corp.

• Canada
• Financial Services
• 1 - 100 Employee

• Regional Sales Coordinator

  • Aug 2022 - Present



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Credit Analyst

  • Jan 2014 - Feb 2016

  • Managed the funding process of transactions ranging from $100K - $50M • Direct liaison between customers, relationship managers and vendors to gather conditions and terms need to process lending contracts • Created waivers, Amendments and Equipment Insurance quotes/contracts, PPSA Registration, Customs Brokerage and customer invoicing • Performed audits and background checks for internal onboarding process • Monthly Sales Reports and Accounting Reconciliation • Managed the funding process of transactions ranging from $100K - $50M • Direct liaison between customers, relationship managers and vendors to gather conditions and terms need to process lending contracts • Created waivers, Amendments and Equipment Insurance quotes/contracts, PPSA Registration, Customs Brokerage and customer invoicing • Performed audits and background checks for internal onboarding process • Monthly Sales Reports and Accounting Reconciliation



Blue Chip Leasing/Enable Capital Corporation

• Toronto, Canada Area

• Contract Administrator

  • Aug 2011 - Sep 2013

  • Managed all activities and processes of Lease Syndication Desk, Contracts Administration • Managed and processed transactions from $50K-$10MM • Supported a team of 4 Internal Account Executives and 5 External Brokers by reviewing lease applications, analyze credit reports, financial statements and provide written recommendation to Funders • Liaised between Funders (HSBC, TD Bank, Element Financial, PNC and others) and clients with completing lease documentation and track process of Lease • Audit funding package for fraud prior to submitting to Lenders for funding • Monthly Sales Reports and Accounting Reconciliation Show less



CLN Mortgages

• Toronto, Canada Area

• Independent Mortgage Agent/Mortgage Coordinator

  • Dec 2009 - Aug 2011

  • Specializing in residential mortgage sales up to $4MM, refinancing and mortgage renewals • Prospecting and new business development • Rapport building and relationship management with Lawyers, Real Estate Agents, Home Inspectors, Appraisers, Lenders, Home Buyers • Developed an extensive product knowledge with 12 different Lenders including Scotiabank, TD Canada Trust, Home Trust & Firstline • Document and contract administration, underwriting, and appraisal orders • Specializing in residential mortgage sales up to $4MM, refinancing and mortgage renewals • Prospecting and new business development • Rapport building and relationship management with Lawyers, Real Estate Agents, Home Inspectors, Appraisers, Lenders, Home Buyers • Developed an extensive product knowledge with 12 different Lenders including Scotiabank, TD Canada Trust, Home Trust & Firstline • Document and contract administration, underwriting, and appraisal orders



PNC

• United States
• Financial Services
• 700 & Above Employee

• Leasing Coordinator

  • Oct 2007 - Oct 2009

  • Managed and processed transactions from $50K-$30MM • Portfolio Management: Star Trac Program (Commercial Fitness Equipment), Trailcon Contracts (Transportation & Logistics), Dominion Citrus, • Handled over 500 contracts, and provided sales support to 3 Account Executives • Processing transactions from applications through credit stage, documentation and funding • PPSA Registration, renewals and discharges • Managed Client, Broker and Vendor relations • Managed and processed transactions from $50K-$30MM • Portfolio Management: Star Trac Program (Commercial Fitness Equipment), Trailcon Contracts (Transportation & Logistics), Dominion Citrus, • Handled over 500 contracts, and provided sales support to 3 Account Executives • Processing transactions from applications through credit stage, documentation and funding • PPSA Registration, renewals and discharges • Managed Client, Broker and Vendor relations



CIT

• United States
• Financial Services
• 700 & Above Employee

• Team Manager/Transaction Coordinator

  • May 1999 - Aug 2005

  • Managed the closing process on large commercial transactions from credit approval through documentation, closing and booking • Prepared all Lease Documents and ensured all documentation meets credit requirements • Coordinated with Risk/Sales Department, Vendors and Customers • Verified and audited all lease documentation and funding packages • Managed Small Ticket Leasing Department. Responsible for performance management of Contract Coordinators. Credit scoring of small business leases up to $50K • Developed detail for credit approval including financial statement analysis, business history, collateral adequacy, credit background, management ability and conduct reference investigation • Identified specific financing conditions & documentation requirements • PPSA Registration, Oncorp, Equifax, D & B, daily logging of transactions • Monitored all workflow of the team and reviewed all contracts before funding disbursements Responsible for customer service 1-800 line Show less



National Bank of Canada

• Canada
• Banking
• 700 & Above Employee

• Head Administrator

  • Jul 1998 - May 1999

  • Underwriting privileges, funding mortgage deals and mortgage renewals • Audited all retail branch reports and branch expenses • Administered conditional sales contracts (small home improvement loans) • Prepared mortgage discharge/payouts • Managed foreign exchange transaction counter and daily balancing • Underwriting privileges, funding mortgage deals and mortgage renewals • Audited all retail branch reports and branch expenses • Administered conditional sales contracts (small home improvement loans) • Prepared mortgage discharge/payouts • Managed foreign exchange transaction counter and daily balancing



National Trust

• Retail Lending Assistant

  • Nov 1997 - Jul 1998

  • Administrated in the lending department• Underwriting mortgage, loans, visa’s & mortgage renewals/ loan set-up• Funding/discharging of mortgage & loans• Responsible for fees in the branch (i.e.: appraisals, commission)• Credit investigation, evaluation, CMHC/GE Capital & PPSA Registration• Credit limit increase on Visa’s

• Bank Teller

  • Mar 1997 - Feb 1998