Dian Adonis Email & Phone Number

Financial Services Representative Level 2Officer in ChargeKey Accountabilities/Activities:Provide exceptional experience for new and exsisting clientsby responding to client's requests and by identifying clients’ needs through Financial Health Check conversations.Plan daily and weekly activities to achieve aggressive business sales goals.Proactively call and book appointments with personal and small business clients based on leads and referrals to ensure client… Show more Financial Services Representative Level 2Officer in ChargeKey Accountabilities/Activities:Provide exceptional experience for new and exsisting clientsby responding to client's requests and by identifying clients’ needs through Financial Health Check conversations.Plan daily and weekly activities to achieve aggressive business sales goals.Proactively call and book appointments with personal and small business clients based on leads and referrals to ensure client needs are met through sales and service to grow new business and retain existing business.Accurately capture and validate clients’ personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures.Authorize sales and service transactions and act as joint custodian for cash and securities.Act as Branch Manager during her absences, as required. Show less

The primary function Recruit qualified candidates to fill Legal and Non Legal openings using internal and external sources. Conduct all aspects of recruitment process for Legal and Non Legal Openings. Assist with design of advertisement and brochures. Establishes working relationships with internal and external sources to enhance recruitment efforts; promotes Kent Legal opportunities to groups. Assist employees with questions in regards to HR policies and employee benefits. Perform… Show more The primary function Recruit qualified candidates to fill Legal and Non Legal openings using internal and external sources. Conduct all aspects of recruitment process for Legal and Non Legal Openings. Assist with design of advertisement and brochures. Establishes working relationships with internal and external sources to enhance recruitment efforts; promotes Kent Legal opportunities to groups. Assist employees with questions in regards to HR policies and employee benefits. Perform miscellaneous duties as assigned. Show less

· Using PC Law to maintain client files· Accepting payments into Trust account and General account· Docketing hours and fees· Producing and issuing invoices to clients· Maintaining office by organizing for cleaners, process servers, curriers and ordering stationary as needed· Reception using Meridian Switchboards with over 150 extensions.

· Typing court orders from judges endorsements· Maintaining court files· Setting first appearance court dates· Accepting and entered documents into the continuing records for clients and lawyers

Examines loan documentation to ensure accuracy and completeness.Analyzes the risk of a loan transaction and provides justification and compensating factors to support decision. Reviews loan-to-value ratio, credit reports, applications, etc. to ensure that each loan meets company standards for sale into secondary market Determines level of qualification for a loan applicant and renders decision on the applicant’s ability to repay.Renders decision on loan applications within… Show more Examines loan documentation to ensure accuracy and completeness.Analyzes the risk of a loan transaction and provides justification and compensating factors to support decision. Reviews loan-to-value ratio, credit reports, applications, etc. to ensure that each loan meets company standards for sale into secondary market Determines level of qualification for a loan applicant and renders decision on the applicant’s ability to repay.Renders decision on loan applications within product guidelines specifically tied to loan amount, loan to value. Communicates with management to advise of any underwriting issues. Show less