Experience

Westoba Credit Union

• Canada
• Financial Services
• 100 - 200 Employee

• Commercial Credit Analyst

  • May 2020 - Present

  Tracked credit expiries, collected member information. Reviewed and analyzed accounts annually for the Business Banking Portfolio. Collaborated with members of the Business Banking team on credit structuring, finance terms, and collateral. Developed well-reasoned credit decisioning recommendations. Reviewed and analyzed new money requests.

• Small Business Advisor

  • Apr 2019 - May 2020

  Interviewed members and potential members, gathered information, determined business needs, and conducted analysis on credit worthiness. Fully understood the history, goals, objectives, and status of the members business by actively monitoring and managing the business relationship Proactively assessed and anticipated members needs to identify solutions to meet the members business needs Provided proactive, individualized financial advice, and archived set financial targets Fostered… Show more Interviewed members and potential members, gathered information, determined business needs, and conducted analysis on credit worthiness. Fully understood the history, goals, objectives, and status of the members business by actively monitoring and managing the business relationship Proactively assessed and anticipated members needs to identify solutions to meet the members business needs Provided proactive, individualized financial advice, and archived set financial targets Fostered long term member relationships through consistent follow ups in order to cross-sell credit union products and services as well as providing referrals to other partners within the organization.

• Financial Services Representative

  • Apr 2017 - Apr 2019

  Worked primarily with retail members to meet their banking, saving, and lending needs. This included personal loans, lines of credit and mortgages.



RBC

• Canada
• Banking
• 700 & Above Employee

• Banking Advisor

  • 2015 - Apr 2017