Experience

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  Crossroads credit union

  Jul 2008 - Apr 2010

  Loans administration

  Write and administer Loan and legal contracts regarding the loan and credit portfolio of the company. Administer and maintain credit and collections portfolios, and assist in analysis and maintenance of products and services.

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  Concentra bank

  Apr 2010 - May 2011

  Registration specialist

  Analyze and register leins and legal contracts regarding large industrial client lease financing nationwide. Write and administer legal contracts relating to lease financing. Be a positive entry point for clients and telephone inquiries.

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  Leroy credit union

  Jun 2011 - May 2012

  Loans officer i (trainee)

  Analyze and grant credit to clients, regarding consumer purchases. Grant mortgage financing, build loan portfolio, and deal with problem files and collections as necessary for the company.

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  Radius credit union

  May 2012 - Oct 2015

  Loans officer ii

  Build and maintain strong working relationships with large agricultural and commercial clients. Analyze and grant credit to large commercial and agricultural industries. Build and maintain a profitable loan portfolio for the company, and ensure the best possible customer experience.

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  North valley credit union

  Oct 2015 - May 2016

  Manager of lending -trainee

  Oversee the operations and Loan/Credit portfolio for the entirety of North Valley Credit Union as well as day to day supervisory duties of staff and sales team.

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  Diamond north credit union

  May 2016 - Dec 2017

  Member account manager ii

  Oversee loan and credit portfolio of large commercial clients. Analyze and grant credit to commercial industries, maintain and collect on problem files for company, if necessary. Meet with clients on a daily basis and maintain good customer relations to find solutions and maintain a positive image for the company.

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  Redhead equipment

  Feb 2018 - Nov 2018

  Sales co-ordinator

  Coordinate the overall operations of Redhead Equipment Melfort, including but not limited to sales, finance, invoicing, customer service, ordering, shipping, inventory and accounting.

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  Weyburn credit union

  Nov 2018 - Sept 2019

  Comm/ag account manager
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  Tcu financial group

  Sept 2019 - Sept 2022

  Business analyst
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  National consulting limited

  Sept 2022 - Sept 2023

  Compliance consultant
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  Innovation federal credit union

  Sept 2023 - now

  Banking system specialist