Case Processing Agent

• Mar 2019 - Present

Loan Administrator - Equipment Financing

• Oct 2017 - Oct 2018

• Thrived in Fast Paced Office • Preparation of Loan Documents • Great level of accuracy • Excellent rapport with other teams • High Level of Customer Service • Process all entries and loan advances, payments and renewals • Complied with bank policy • Thrived in Fast Paced Office • Preparation of Loan Documents • Great level of accuracy • Excellent rapport with other teams • High Level of Customer Service • Process all entries and loan advances, payments and renewals • Complied with bank policy

Validation Officer (Seasonal)

• May 2017 - Sep 2017

• Verify critical information of loan/lease documents • Release funds upon verification • Check lending is within bank policy’s • Busy office • Verify critical information of loan/lease documents • Release funds upon verification • Check lending is within bank policy’s • Busy office

Intermediate Commercial Property and Casualty Underwriter

• Apr 2013 - Oct 2015

• Responsible for training new staff and broker training • Excellent Communication and Interpersonal Skills • Leverage broker relations to increase sales and meet targets • Develop and Maintain Relationship with brokers • Team environment • Experience dealing with difficult situations with brokers and staff • Experienced in small business, farm, mid-market and oil & gas markets • Responsible for training new staff and broker training • Excellent Communication and Interpersonal Skills • Leverage broker relations to increase sales and meet targets • Develop and Maintain Relationship with brokers • Team environment • Experience dealing with difficult situations with brokers and staff • Experienced in small business, farm, mid-market and oil & gas markets

Gap Year

• Apr 2012 - Apr 2013

Jr. / Intermediate Commercial Property and Casualty Underwriter

• Aug 2009 - Mar 2012

• Progressed from Junior to Intermediate within 1 ½ years • Heavily involved with Social, United Way and Environmental committees. • Participated in farm book of business rehabilitation • Worked on committees responsible for updating systems and policy • Progressed from Junior to Intermediate within 1 ½ years • Heavily involved with Social, United Way and Environmental committees. • Participated in farm book of business rehabilitation • Worked on committees responsible for updating systems and policy

Customer Service Representative (Meloche Monnex)

• Oct 2007 - Aug 2009

Worked in a team oriented call center environment underwriting and selling personal lines insurance. Responsible for quoting, educating, and selling new policies, servicing existing business, and cross/up-selling accounts. Worked in a team oriented call center environment underwriting and selling personal lines insurance. Responsible for quoting, educating, and selling new policies, servicing existing business, and cross/up-selling accounts.

Insurance Broker

• Sep 2006 - Sep 2007

Wrote my insurance license while working in the file room and data entry. Licensed after the first month and went on to handle client request for quotes and servicing in a fast-paced office environment. Wrote my insurance license while working in the file room and data entry. Licensed after the first month and went on to handle client request for quotes and servicing in a fast-paced office environment.