Bruce Catterall Email & Phone Number

Vancouver, British Columbia, Canada

• conduct analysis & review of staff activities, ensuring completion & accuracy of work• recommend procedures to eliminate/reduce outages & streamline processes

Surrey, Bc, Canada

• conducted analysis & review of branch activities and reported findings to branches• recommended processes to eliminate/reduce outages & streamline processes• developed new SQL queries & updated existing queries to assist in review process• recommended & assisted with data clean-up and testing process for new technology• assisted with paperless project by reviewing & indexing scanned member documents, loan and investment files

New Westminster, Bc, Canada

Securitized Loan and Lease Pools• assisted with establishing securitization pools• prepared accounting entries• maintained securitization models• monitored the accuracy of external party reports by validating against complex internal models• provided information & reports to counterparties to ensure compliance with all covenantsCash Forecasting• prepared daily cash forecast, considering current & future cash requirements and meeting established investment and… Show more Securitized Loan and Lease Pools• assisted with establishing securitization pools• prepared accounting entries• maintained securitization models• monitored the accuracy of external party reports by validating against complex internal models• provided information & reports to counterparties to ensure compliance with all covenantsCash Forecasting• prepared daily cash forecast, considering current & future cash requirements and meeting established investment and policy targets• placed investments & borrowings• maintain professional & productive client relationships with wholesale depositors• assisted in ensuring compliance with regulatory, counterparty & internal policy requirements• maintained safekeeping agreements with counterparties holding credit union investmentsProducts and Services Pricing• set foreign exchange, transfer pricing, and term, demand, mortgage and loan rates within established parametersFinancial Reporting• maintained models, schedules & reports for asset liability managementSupport of Financial Accounting as Required Show less

New Westminster, Bc, Canada

Securitized Loan Pools• assisted with the creation and set up of pools• performed securitization accounting including balancing, reporting, and forecastingTreasury Management• performed daily cash forecast, booking investments and loans as requiredProducts and Services Pricing• set foreign exchange, transfer pricing, and term, demand, mortgage and loan rates within established parametersFinancial Reporting• prepared mortgage pipeline, sales… Show more Securitized Loan Pools• assisted with the creation and set up of pools• performed securitization accounting including balancing, reporting, and forecastingTreasury Management• performed daily cash forecast, booking investments and loans as requiredProducts and Services Pricing• set foreign exchange, transfer pricing, and term, demand, mortgage and loan rates within established parametersFinancial Reporting• prepared mortgage pipeline, sales campaign and credit union recap reportsLed Reconciliation Project for Banking System Conversion Show less

Pitt Meadows, Bc, Canada

• posted rejected credits and debits to member accounts• contended with overdrawn and dormant accounts• created forms and procedures• performed testing for banking system conversion

New Westminster, Bc, Canada

• performed member transactions consistent with established service standards• identified and assessed member needs to provide appropriate products, services and referrals• resolved and handled member queries

Bachelor Of Arts - Ba, Psychology

• Major in Psychology • Minor in English • Certificate of Liberal Arts

Lean Green Belt Certificate

Lean focuses on delivering outstanding customer value while continuously eliminating activities wasting time, materials and effort.

Mindset For Excellence

A course designed to develop a company's collaborative, accountable and committed mindset in order to achieve high levels of business.