Jeff Gerlus, MBA, CFA

Experience

• 

  Nun’s Island Tennis club

  May 2003 - Sept 2007

  Member Services Representative.

  ▪ Acted as a first contact person for members and non members. ▪ Management of the tennis courts reservations and the database.▪ Billed and produced membership contracts

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  RBC

  Jun 2007 - Sept 2007

  Sales and Customer Service Representative

  ▪ Answered all questions related to Visa credit cards▪ Analyzed clients needs in order to provide customized solutions▪ Processed reversals of interest and administrative fees.▪ Ensured compliance with regulatory requirements and internal policies in terms of security verifications

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  Standard Life

  Sept 2007 - Feb 2013

  Analyst, Group Savings and Retirement Management

  ▪ Authorized financial transactions of other employees; training and supporting less experienced employees▪ Invested monthly defined contributions pension plan assets of approximately $3 million in members account▪ Handled complex cases such as Death settlements and Bankruptcies▪ Managed the pension plan of the largest corporate client ($500m)▪ Developed strong teamwork and communication skills▪ Evaluated and recommended enhancements to methods and procedures

• 

  Export Development Canada | Exportation et développement Canada - EDC

  Feb 2013 - Feb 2014

  ▪ Recommended and approved buyer/credit limits within own portfolio within specified parameters, including DOA, policies and guidelines; ▪ Supported the Business Development Group throughout the sales cycle, in delivering high level service to the prospect, crafting and positioning solutions and participated in joint prospect calls as required; ▪ Identified and recommended techniques for mitigating risks;▪ Assisted in screening opportunities, including determining eligibility of customers and other counter parties for consideration of our clients various products and offering possible solutions;▪ Assessed the risk of the proposed solutions and established appropriate transaction terms and conditions; ▪ Actively participated in the attainment of the team's objectives, which included customer acquisition and retention; ▪ Ensures discipline regarding data integrity; ▪ Assessed the creditworthiness and risk level of the buyer based on the financial review of the buyer as well as the assessment of other factors such as country economic conditions, payment terms etc. Show less

  • Risk Analyst

    Nov 2013 - Feb 2014

  • Underwriter

    Feb 2013 - Nov 2013
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  TD

  Nov 2014 - Feb 2016

  Small Business Specialist

  ▪ Analyzed clients needs and proposed solutions to address financial objectives such as business expansion, debt management and investment▪ Promoted and executed the sale of deposit, investment, credit or loan products and services▪ Completed credit requests, loan documentation, loan payment and third-party money transfer

• 

  HSBC Commercial Banking

  Mar 2016 - Jul 2017

  Relationship Manager Corporate Banking

  ▪ Structure credit facilities to ensure optimum balance between customer and HSBC interests within the bounds of prudent banking;▪ Grow sustainable revenues from existing customer portfolio and through targeted acquisition of quality new customers;▪ Increase profitability and relationship depth while minimizing risk.

• 

  Canada Council for the Arts | Conseil des arts du Canada

  Jul 2017 - Apr 2019

  Financial Analyst
• 

  Meridian Credit Union

  Apr 2019 - Feb 2020

  Relationship Manager
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  Scotiabank

  Feb 2020 - now

  Global Risk Management

  • Senior Manager

    Feb 2022 - now

  • Manager, Credit Risk

    Feb 2020 - Feb 2022