Experience

Mountain View Financial

• Canada
• Banking
• 1 - 100 Employee

• Credit Administrator

  • Sep 2014 - Present

  Started as Casual in April 2014 at the Crossfield branch as a Member Service Representative,it was great fun to get back on the front line working with members (customers)and learning a new banking system it did not take too long for me to realize I needed more of a challenge and began to look at the MVUC back office roles where I have had previous experience and success. A term role for Credit Administration came up last September which I was the successful candidate. I am still working with the team continuing to look for improvements in present processes and have made a number of suggestions that have been implemented this past year. This role includes support to the branches with documentation and booking of consumer loans and mortgages, review of documentation and rates to ensure they are within MVCU guidelines.



ATB Financial

• Canada
• Banking
• 700 & Above Employee

• Retired

  • Sep 2013 - Apr 2014

  Tried Retirement but it is not for me - Ideally I would be interested in a permanent part time or term leadership role, where I could provide back up for vacation or illness.

• Director Enterprise Support Centre

  • Feb 2012 - Sep 2013

  Leading the Support Centre was my dream job and applied for the Director role and was successful, continued to report to the Vice President of Central Services, the team now consisted of over 150 people and we needed to restructure and get back to business as usual with new banking system. Mandated to reduce the team and maintain service level agreements, managed to maintain service level agreement with 60 team members, a Manager, four Team Leaders and two Coaches. Responsibilities continued to be managing escalations from the CEO, Senior and Regional VPs, District General Managers and Branch Managers Internally and Lawyer. To be the first point of contact for associates in regards to all back office processing including loan documentation and funding for both retail and business and agricultural loans. Day 2 processing of cheque clearing and balancing. Providing trending for frequent users and identifying areas where there are training gaps, review of existing processes to understand where there may be missed steps or opportunity for improvement. Assist with preparation of training and process guides to help associates complete their daily duties.



ATB Financial

• Canada
• Banking
• 700 & Above Employee

• Manager -Loan Review and Quality Assurance

  • Mar 2010 - Feb 2011

  Displaced by the transition of the Branch Support team to the ATB Support Centre and took on the role of Manager Loan Review and Quality Assurance reporting to the Vice President of Central Services managing a team of 25 including two team leaders. The Loan Review team was responsible for review of review of retail loan files for underwriting documentation and loan documentation provide coaching and working with the Retail Credit and Corporate Learning teams to ensure the training was up to date. The Quality Assurance team was responsible for follow up for loan documentation from associates and lawyers and preparation of documentation for imaging.



ATB Financial

• Canada
• Banking
• 700 & Above Employee

• Manager - Branch Support

  • Mar 2004 - Apr 2009

  Promoted to Manager within six months reporting to the Vice President of Central Services; growing the team from seven team members to 45 members including three team leaders and three coaches continued to manage escalations from the CEO, Senior and Regional VPs, District General Managers and Branch Managers Internally and Lawyer. To be the first point of contact for associates in regards to all back office processing including loan documentation and funding for both retail and business and agricultural loans. Day 2 processing of cheque clearing and balancing. Providing trending for frequent users and identifying areas where there are training gaps, review of existing processes to understand where there may be missed steps or opportunity for improvement. Service level agreement was first response within 2 hours, resolution within 24 hour and 72 hours for the more complex inquiries. Prepare the team for new banking system and restructure to SAP banking system.