Erkan Ali Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Canada

Private Banking - Scotia Wealth Management

• Selected to manage a team of 12 new hire review officers.• Received complaints and escalations from the branch regarding reviews completed by my direct reports. Depending on the complexity of the file and the nature of the complaint, I often requested additional evidence from all parties to assist with my final decision. I investigated and reviewed each file escalated to reach a final decision that was fair for all parties involved while maintaining regulatory and risk requirements by the Bank and Government. Once complete, I communicated my final decision to all parties involved through a clear and concise written document.• Created and frequently hosted ‘open-discussion’ huddles and motivational activities that decreased review officer deficiencies, and increased productivity.• Managed and organized a specialized ‘Rush Request’ email demand system for applications requiring immediate review. Applications were then distributed for review based on urgency, ensuring total customer satisfaction is achieved.

Toronto, Canada Area

• Selected in December 2017 to join two other Department Managers in the creation and implementation of a new Pilot Project aimed to increase Bank efficiency and accuracy. With our guidance, the Branch accuracy/quality rating improved from 49.5% to 65.6%.• Selected in January 2016 to test and provide feedback for a new Bank platform (ScotiaHOME) that has changed the mortgage application process across Canada.• Created an Excel worksheet that logs all applications reviewed by our department daily. The report is designed to automatically track the number of applications each credit analyst reviews each day. Department Managers rely on this report for performance reviews and training. I provide ongoing maintenance to this report.

Toronto, Canada Area

- • Partnered with three Scotiabank underwriters from Ontario, Alberta, and British Columbia to build excellent business relationships and growth across Canada.• Contacted Solicitor offices in the provinces above daily to maintain existing relationships and to ensure that all applications were processed accurately.• Maintained superior knowledge of mortgage products to ensure the ability to provide prompt and accurate service to clients.• Reviewed and funded an average of 80 mortgage files per month.

Toronto, Canada Area

• Assisted in-branch partners to help identify AML trends and to reduce risk.• Escalated all unusual transactions to Management for further review.• Created and initiated a marketing campaign that increased overall branch sales.• Achieved and exceeded all sales targets in both credit and investment funds.• Provide investment advice to customers and process investment sales.