Experience

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  Stewart Title Canada

  • Canada
  • Insurance
  • 1 - 100 Employee

  • Senior Director Business Development and Lender Relations - Western Canada

    • Apr 2024 - Present

    At the heart of commercial business development, I spearhead efforts to foster partnerships with commercial real estate lawyers, lenders, owners/developer, brokers and real estate service providers. Using challenger sales strategies and diligent pipeline management, I engage industry stakeholders with the importance of commercial title insurance in facilitating smooth transactions.Throughout my time in this role, I've achieved remarkable market share growth, high retention rates, and strong sales results. My approach emphasizes genuine professionalism and a commitment to exceeding expectations, as I work to make a meaningful impact within the commercial real estate community.

  • Director, Business Development and Lender Relations - Western Canada

    • Sep 2019 - Present

    Focused on educating the Commercial Real Estate industry on the importance of commercial title insurance and its role in building more efficient and successful transactions. I strive to engage, delight and serve lawyers, lenders, brokers and the real estate community, while maintaining the highest standards of excellence and professionalism.

• 

  FCT

  • Prairies Region, Calgary

  • Director, Business Development - Commercial Solutions

    • Feb 2014 - Sep 2019
    • Prairies Region, Calgary

    Director of Business Development for Calgary and Alberta South - Promoting the adoption, training and strategic growth for Commercial Title Insurance

• 

  ATB Financial

  • Calgary, Canada Area

  • Associate Director, Real Estate Group - Corporate Financial Services

    • Jun 2009 - Jan 2014
    • Calgary, Canada Area

    • Account Manager of a portfolio of over 45 Real Estate corporate and syndicated clients totaling a portfolio of over $500 million dollars. Specialized in Corporate Term Debt, Land Development, Project and Construction Financing, Hospitality and Public Co. financing• Proactive member of the Relationship team responsible for portfolio management and business development.• Prepare credit underwriting and assessments through financial analysis and overall economic and industry indicators• Assessed financial service needs of customers through discussion with the members of the relationship team and meetings with customer’s executive team members• Managed risk through account monitoring to identify and act upon any deterioration of accounts or portfolio risk. This included ongoing monitoring of industry reports as well as interim and year-end financial information from the borrowers. • Instrumental in improving efficiencies and profitability of the business unit while actively participating in deal structuring and negotiation with clients.• Efforts ensured solid portfolio growth, underwriting approximately $85 million in F2010, $115 million in F2011 and $110 million in 2012 while excelling in portfolio compliance and minimizing risk

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  Scotiabank

  • Calgary, Canada Area

  • Credit Solutions Analyst - Commercial

    • Aug 2007 - May 2009
    • Calgary, Canada Area

    • Worked under the supervision of the Credit Solution Manager to oversee, manage and analyze a portfolio of over 60 commercial and syndicated clients totaling a portfolio of over $250 million dollars. Portfolio covered a wide range of industries including diversified, oil and gas E&P and service companies • Analyzed detailed and complex financial, economic and credit information for the purpose of underwriting credit applications and renewals, monitoring financial reports, preparing and monitoring security, risk rating and financial reporting compliance• Through efficient, meticulous and timely management of accounts, the assigned portfolio remained above banks’ average compliance requirements and minimized exposure to potential defaults of approximately $20 million dollars• Sensitive and detailed financial, credit and risk analysis allowed a growth of 8% in loan values for the portfolio during a credit and financial market slow down

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  Roynat Capital

  • Calgary, Canada Area

  • C.S.A.

    • Nov 2004 - Aug 2007
    • Calgary, Canada Area

    • Effectively managed a portfolio of commercial clients and provided support to Merchant Banking Managers. Activities included financial and covenant analysis, portfolio management, credit underwriting and renewals, business development, industry analysis and high-end administrative management• Instrumental in developing procedures and systems to ensure accurate management of information and compliance. Created tools to monitor monthly and annual performance metrics for the District Office. Efforts resulted in being in the top 5 district offices for portfolio management, compliance and minimizing credit risk exposure for a total portfolio of over $150 million dollars• Through personal initiative, directors allowed the management of 20 hi-valued corporate clients with borrowings under one million dollars. The initiative provided experience in relationship and credit management while creating new business opportunities. Through superior research and analysis of financial, economic and industry information, approximately five million dollars in new loans where created. • Through the initiative, customer satisfaction ratings for the district office increased from 60% to over 80%

• 

  Bureau Veritas

  • Quito, Ecuador

  • Account Manager BIVAC

    • 2002 - 2003
    • Quito, Ecuador

    Account Manager of a portfolio of Multinational Companies - Importation, Verification and Certification• Promoted from Commercial Coordinator in 4 months by continuously exceeding in portfolio management requirements. Clients’ satisfaction was directly communicated to Bureau Veritas’ Commercial Manager• Effectively managed portfolio of over 30 V.I.P. corporate clients and coordinated imports providing accurate and timely information to clients and the Ecuadorian Customs Department. Efforts resulted in import volumes growing by 66% from $30 million to approximately 50 million dollars per month • Strengthened the relationship with high profile clients. Efforts resulted in retention of all accounts and sourcing of two new clients valued at over five million US dollars per month in trading volumes