Ashley Trottier Email & Phone Number

Toronto, Ontario, Canada

In this role I exercise sound and consistent broker and retail underwriting practices, including utilization of the Risk Based Lending principles through a creative and proactive approach to credit granting.Help identify Retail Credit policy gaps and process deficiencies and recommend changes for improvement.Remain informed of changes to lending practices within the marketplace and of changes to the lending practices of our private and government High Ratio Insurers, and ensure that these changes are documented for all staff (broker and retail) on an ongoing basisAssist, through training and underwriting, in ensuring Meridian’s retail and broker credit portfolio remains sound and compliant with all regulatory requirementsApprove or decline applications within assigned lending authority, ensuring adherence with all relevant legislation, regulations and Meridian Retail Credit Management policyMaintain quality broker and Delivery relationships, engaging in issue resolution to find appropriate solutions for both Members and Meridian.Manage fluctuating work volumes to effectively meet short timelines while maintaining a high level of credit quality including flexibility and adaptability to move between all channels of Retail Credit as volumes dictate

592 Yonge St, Barrie, On L4N 4E4

* Within approval limits approve or provide recommendations on all credit products such as mortgages, loans, lines of credit, and credit cards based on thorough, accurate and appropriate credit interviewing and underwriting skills* Provide investment advice by identifying and promoting Meridian investment offerings and wealth solutions that fit and meet our Members needs* Actively lead revenue generation and sales based activities in order to achieve performance targets* Build external centres of influence to optimize sales and service results* Use Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences* Identify and drive referrals to appropriate partners in Retail Wealth, Small Business and Commercial* Through sales excellence and best practices earn the right to ask for business and drive new referrals to build your sales pipeline* Resolve problems at first point of contact by taking ownership and refer more complex Member concerns to appropriate staff.

19 Mapleview Drive W, Barrie, On

Responsible for contributing to your branch’s overall success by meeting defined goals through the identification and satisfaction of immediate customer financial needs. Using a financial planning approach, capitalize on opportunities to increase sales, revenue and cross sell with existing and new customers. Goals included sales targets and non-financial objectives related to teamwork, customer service, operational and compliance requirements, and personal development. Provide personable, efficient, straightforward and knowledgeable service throughout your daily interactions with all customers and bank employees to foster relationships of mutual trust, respect and confidence.

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Investment Funds In Canada, Finance, General

Personal Financial Services Advice (Pfsa), Finance, General