Risk Associate

• May 2023 - Present

Relationship Manager, Business Markets

• Jul 2022 - Mar 2023

- Manage a client book of over 200 businesses and aid as a strategic advisor in credit needs as well as general banking needs, and refer clients for cross-selling opportunities to other banking partners - Underwrite credit products by reviewing debt serviceability and risk tolerance accompanied by macroeconomic factors - Advise on strategic measures and help develop roadmaps and implementation plans for growth - Proactively contact clients to gather insights, and to understand their lending needs and changing circumstances Show less

Commercial Account Manager

• Sep 2021 - Jul 2022

- Managed existing and new commercial clients and identified new lending opportunities by providing tailored advice - Conducted credit analysis to determine creditworthiness and ability to service potential debt by evaluating cash flow and associated business- and industry-specific risk factors and how to mitigate such through contingencies - Performed annual credit reviews to ensure that the client is operating with risk appetite covenants and agreements have been met and developed plans to ensure corrective measures are being taken for delinquent loans Show less

Pricing Analyst

• Jan 2020 - Sep 2021

- Conducted quantitative analysis on fixed income annuities to determine maximized return on investments from settlements, primarily from automotive accidents - Personalized and tailored cash flows to match clients’ future care expenditures, adjusted to adhere to insurance requirements and regulations - Maintained and built relationships with life insurers and casualty companies to ensure proper exchange of documents and act in an advisory manner on the structured settlement market - Conducted quantitative analysis on fixed income annuities to determine maximized return on investments from settlements, primarily from automotive accidents - Personalized and tailored cash flows to match clients’ future care expenditures, adjusted to adhere to insurance requirements and regulations - Maintained and built relationships with life insurers and casualty companies to ensure proper exchange of documents and act in an advisory manner on the structured settlement market

Vice President and Player (Men’s Hockey)

• Sep 2016 - Apr 2020

- Managed the annual budget for the club and handled player recruitment as well as organizing daily activities - Lead and organized team fundraisers to raise money for tournaments - Maintained a core leadership position as an assistant captain - Managed the annual budget for the club and handled player recruitment as well as organizing daily activities - Lead and organized team fundraisers to raise money for tournaments - Maintained a core leadership position as an assistant captain