Patti A. Wilson Email & Phone Number

Ontario, Canada

Seasoned and passionate to serve southwestern Ontario communities in personal lenging while building strong relationships.Serving families, farms, and enterprises with a forward-thinking approach to banking, centred on growing prosperity with purpose.

Ontario, Canada

• Underwrite residential mortgages including new construction, bridge loans, and home equity lines of credit.
• Personal lines of credit and instalment loans.
• Mutual funds through Credential Asset Management Inc.
• Investments.
• Creditor insurance.

Corporate Office - Toronto, ON

Personal Lending Manual

Mississauga, ON

• Key project player for Health Canada’s, First Nations and Inuit Health, Non-Insured Health Benefits Program for implementing a health information claims processing services system, servicing 790,000 First Nations and.
• Managed all documentation, forms, newsletters, and adhoc communications for 35,000 healthcare providers in two official languages.
• Maintained two websites (SharePoint and public).
• Researched and planned communication/ documentation work plans.
• Created Administrative Procedures Manual.

Mississauga, ON

• Created/ maintained online and paper-based procedure manuals, supporting credit unions across Ontario.

Hamilton, ON

• Documentation Specialist/ Project Management(Corporate, Human Resources, Business Development, Marketing)
• Researched and created reference manuals and Board Policy Manual.
• Process improvement creating forms, job aids, and training materials.
• Project management coordinator.
• Managed organizational change for change management.Technical Writer, Data Centre
• New Banking System Project.

Various

• Business Analyst/ Writer (Procedures and Documentation)
• Researched, analyzed and maintained a library of Banking Operation Manuals.Personal Banking Rep.
• Solicitation and sales of Mortgages, Loans, Investments, and Mutual Funds.
• Recognized formerly for Service Excellence, going the extra mile and exceeding branch sales targets.Office Administrator (Personal Loans and Mortgages), Commerce Place
• Administered all mortgage/ loan documentation and statements, and reconciled general ledgers.Executive Assistant (Director, Global Cash Management)
• Provided organizational support to the Director and team.

Certificate, Effective Communications And Human Relations, Dale Carnegie Certificate Graduate

Activities and Societies: Working with Different Personalities

Medical Terminlogy I Certificate, Healthcare

Technical Writing Certificate, Quality, Design And Production Of Documentation, Honours

Major Studies: Copy Writing, Content Writing, Print/ Online Design, Quality & Production, Project Management, Technical Editing, HTML.

Aicb - Busines Administration Certificate, Business Administration, Management And Operations, Honours

Major Studies: Management / Business Administration, Communications, Organizational Behaviour, Accounting, Business English, Marketing.

Certificate, Information Technology And Web Design