Lisa Spence

Experience

• 

  Prospera Credit Union

  Dec 1997 - Oct 2013

  - Responsible for administrative support and coordination of activities within the Credit Services area. - Provide primary administrative and clerical support to Senior Management and Senior Vice President. - Coordinate the timely production and distribution of various complex reports for Credit Union - Management, Executive and Board members. - Liaise with auditors to provide requested reports, data and documents for annual and periodic reports. - Administer and maintain database of employee lending limits and access to 3rd party providers (Equifax, BC Online, etc). - Work efficiently and effectively to meet deadlines in a fast paced work environment. Show less - Responsible for administrative support and coordination of activities within the Credit Services area. - Provide primary administrative and clerical support to Senior Management and Senior Vice President. - Coordinate the timely production and distribution of various complex reports for Credit Union - Management, Executive and Board members. - Liaise with auditors to provide requested reports, data and documents for annual and periodic reports. - Administer and maintain database of employee lending limits and access to 3rd party providers (Equifax, BC Online, etc). - Work efficiently and effectively to meet deadlines in a fast paced work environment. Show less - Performed a variety of administrative and sales functions while providing the highest possible standard of services to members. - Provided administrative support in the preparation, processing, reconciliation, monitoring and auditing of various loan, deposit and investment related documentation. - Responded to member enquiries on products and services, assisted in the sale and set up of new accounts, actively pursued sales/referral opportunities and assisted with branch campaigns and promotions. Show less

  • Credit Services Coordinator

    Oct 2003 - Oct 2013

  • Branch Accounting Clerk

    Jul 2002 - Oct 2003

  • Financial Services Representative

    Aug 2001 - Jul 2002

  • Service Representative

    Dec 1997 - Aug 2001
• 

  Visscher Specialty Products

  Jan 2016 - Feb 2018

  Customer Support Specialist
• 

  Canex Building Supplies Ltd.

  Mar 2018 - now

  • Accounts Payable

    May 2021 - now

  • Credit Officer

    Mar 2018 - May 2021