Lierin Jones
Client Success Manager at JUDI.AI- Claim this Profile
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Topline Score
Bio
Credentials
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Aha! Product Management Professional Certificate
Aha!Jul, 2023- Nov, 2024 -
Product Management: Building a Product Strategy
LinkedInJul, 2023- Nov, 2024 -
Product Management First Steps
LinkedInJun, 2023- Nov, 2024 -
Product Management: Building a Product Roadmap
LinkedInJun, 2023- Nov, 2024 -
Technical Product Management
LinkedInJun, 2023- Nov, 2024
Experience
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JUDI.AI
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Canada
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Financial Services
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1 - 100 Employee
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Client Success Manager
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Aug 2023 - Present
Judi.AI is an AI-driven loan adjudication platform specializing in Small Business Lending. Leveraging my 12 years of banking experience to manage initial onboarding and as well as ongoing relationship management and follow-up with clients. Judi.AI is an AI-driven loan adjudication platform specializing in Small Business Lending. Leveraging my 12 years of banking experience to manage initial onboarding and as well as ongoing relationship management and follow-up with clients.
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Gulf & Fraser
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Canada
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Banking
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200 - 300 Employee
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Business Analyst
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Apr 2022 - Aug 2023
Responsible for providing collaborative service excellence as the primary contact between internal business units and information technology stakeholders. Working and partnering on complex cross functional projects, this role manages IT projects, performs comprehensive systems analysis to determine current and future business requirements and identify opportunities to contribute to an overall superior member experience.
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Assistant Branch Manager
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Aug 2019 - Apr 2022
Empowering Money Advisors to achieve their peak performance by providing support and guidance to help them excel.Fostering engagement and motivation through tailored coaching sessions and group-based activities.Pinpointing areas of improvement and devising training resources to bridge knowledge gaps and overcome challenges.Establishing credibility with clients by delivering personalized advice and resolving their concerns with a member-centric approach.Strategizing and executing business development initiatives, such as planning events, building external networks, and attending relevant networking events.Ensuring the seamless daily operations of the branch and upholding compliance standards to deliver top-notch service. Show less
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Prospera Credit Union
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Canada
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Financial Services
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400 - 500 Employee
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Assistant Manager
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Jan 2016 - Jul 2019
Spearheading the growth and development of the Service and Sales team at South Granville. Identifying areas of improvement and implementing targeted coaching strategies, such as observational coaching and monthly coaching, to address knowledge gaps and challenges. Providing swift and effective resolution to member concerns to maintain a high level of customer satisfaction. Nurturing business growth by planning events, building networks, and attending relevant networking events. Ensuring seamless daily branch operations by implementing best practices and optimizing processes. Show less
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Affinity Credit Union
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Canada
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Financial Services
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400 - 500 Employee
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Relationship Banking Officer
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May 2013 - Dec 2015
Provided exceptional customer service to members by promptly and professionally addressing their inquiries and concerns.Identified members' needs and recommended appropriate financial products and services.Processed transactions accurately and updated member accounts with detailed information.Processed lending applications for home purchases and refinances in a market area with highly cyclical periods of economic growth (oil & gas industry dominated).Met or exceeded established performance targets, such as call handling time, quality assurance, and sales goals.Maintained up-to-date knowledge of credit union policies, procedures, and products to ensure efficient and accurate service delivery.Adhered to all security and compliance standards, including Anti-Money Laundering (AML), and Know Your Customer (KYC) regulations. Show less
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Member Service Representative 2
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May 2012 - May 2013
Open new personal and business accounts accurately and efficiently, ensuring compliance with credit union policies and procedures.Maintain up-to-date knowledge of credit union policies, procedures, and products to ensure accurate and efficient service delivery.Identify opportunities to deepen relationships with members and cross-sell additional products and services.Resolve member concerns and complaints promptly and professionally, escalating issues as needed to ensure member satisfaction. Show less
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Member Service Representative
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May 2011 - May 2012
Provide exceptional customer service by greeting members warmly, identifying their needs, and recommending appropriate products and services.Process member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and account inquiries.Balance cash drawer at the end of each shift and ensure that all transactions are properly recorded and documented.Educate members on the credit union's products and services, and provide guidance on account usage and management. Show less
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Education
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2020 - 2022
Simon Fraser University
Graduate Diploma of Business Admin -
2007 - 2011
Brandon University
Psychology/Sociology, Bachelor of Arts -
2023 -
LinkedIn Learning
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Dalhousie University
Accredited Consumer and Residential Mortgage Lender
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