Amanda Roetsch Email & Phone Number

Calgary, Alberta

• Leading a team of underwriters in assessing credit applications and determining appropriate lending decisions.• Developed and implemented credit policies, procedures, and guidelines to ensure compliance with regulatory requirements and mitigate risk.• Conducted regular performance evaluations, provided coaching and feedback, and facilitated professional development opportunities for team members.• Collaborated with cross-functional teams to optimize credit adjudication processes, enhance operational efficiency, and improve customer experience.• Monitored portfolio performance, identified trends, and recommended proactive measures to mitigate credit risk and optimize lending strategies.

Calgary, Alberta, Canada

• Conducted thorough credit analysis on loan applications, evaluating applicants' financial status, credit history, and collateral to assess creditworthiness.• Prepared detailed credit proposals, highlighting key risks and mitigating factors, and recommended appropriate lending decisions.• Reviewed and verified documentation to ensure compliance with internal policies, regulatory requirements, and industry best practices.• Lead change by encouraging and influencing peers to embrace new processes, technology, and business systems

Calgary, Alberta, Canada

• Generated sales referrals by actively promoting products and services provided by internal and external partners.• Supported initiatives identified in the branches annual business plan and made recommendations regarding activities/campaigns to achieve branch goal and objectives.• Maintain a member-oriented approach with communication, problem resolution and negotiations• Manage and advise customers on bank services for their needs while maintaining ongoing customer relationships to manage bank accounts; open, close and oversee transactions, resolve issues with banking services and accounts, refer clients to inhouse financial experts, as needed and reach out to potential customers to generate new business.• Present financial products and services to existing and prospective customers while performing administrative duties

Calgary, Alberta, Canada

Manage and support personal banking clients and businesses to cultivate a deep understanding of clients’ needs to better provide a solution based approach ensuring success.Maintained a collaborative approach with internal and external stakeholders to provide ongoing support, offering dynamic banking while recommending simple, personalized solutions ensuring clients achieve their financial goals.

Positively contributed to the overall customer experience and loyalty index in each interaction - Ensuring customer problems are handled appropriately by utilizing the established partner problem resolution process both internally and externally and escalating when required while providing subject matter expertise for internal and external partners.Actively participate in daily touch points and work distribution Contribute to the achievement of satisfactory audits by understanding & following audit and process guidelines by identifying areas of risk and escalating as necessaryExperiences and compliant with Bank Codes of Conduct while working collaboratively to identify, suggest and actively participate in process improvements