Gregory Mitchell Email & Phone Number

Winnipeg, Mb, Ca

• MRA Input and analyse financial statements, prepare account reviews for security and compliance with FCC covenants• Provide support to Senior Relationship Managers including entering loan shell, customer and market research, and assisting with warm call and credit narratives • Review and analyse existing security, prepare and workflow valuation requests to Valuation Services, acting as primary contact• Collaborate with various internal partners to clarify policy and best practices to execute FCC goals• Collaborated with internal marketing partner to engage colleagues and encourage use of available market and research tools

• Primarily heavy equipment and transportation lending, built deals from start to finish within Manitoba• Assisted through all aspects of deal process, including due diligence for Account Managers in Manitoba, Saskatchewan and Alberta• Assisted in maintenance and development of new and existing client and dealer relationships• Created and cultivated a procedure manual for current and future employees• Trained and developed previous and current co-op students• Updated and re-constructed existing excel spread sheet tools and files to enhance efficiencies• Assisted in training and on-boarding process of new Account Manager in Manitoba

• Created and developed an Excel credit card chart, outlining RBC and competitor credit card features & benefits for comparison and quick reference to aid in sales calls.• Autonomous adjudication of loan /credit facilities and mortgage structuring within lending limits. • Multi-tasked a large volume of clients through multiple communication channels in a timely manner.• Collaborating with all service partners to handle client requests and concerns.• Mortgage retention with a strong client focus while maintaining organizational needs.

• Achieved and exceeded yearly sales goals set out by manager, including 136% sales goals in 2nd year, and 140% sales goals in 3rd year.• Stopped potential loss of $50,000+ from counterfeit cheque in first month• Accurately performed all CSR banking function types including wire transfers, deposits, withdrawals, and transfers all under the negotiation rules set by Royal Bank. • Dealt with issues in which quick problem solving was required.• Contributed to the training and mentoring of interns and new recruits.• Provided courteous reception of clients and built relationships with “regulars”. • Contributed ideas to the enhancement of the client experience.• Referral to Mavine Smit IRP, resulting in $90,000+ investment from client.