Ivana D. Email & Phone Number

Credit Risk ManagementLoan AdjudicationCredit AnalysisPortfolio Management

• Play a key role in advising customers of high-level financial solutions from a range of available investmentand credit banking solutions.• Knowledgeable in personal and business credit cards, secured and unsecured lines of credits, debtconsolidations, and mortgages while adhering to credit guidelines, policies, and templates set out by the bankfor each credit product.• Analyzed applicant's financial status including credit and property evaluations to determine feasibility… Show more • Play a key role in advising customers of high-level financial solutions from a range of available investmentand credit banking solutions.• Knowledgeable in personal and business credit cards, secured and unsecured lines of credits, debtconsolidations, and mortgages while adhering to credit guidelines, policies, and templates set out by the bankfor each credit product.• Analyzed applicant's financial status including credit and property evaluations to determine feasibility ofcredit granting decisions that fell within the banks guidelines.• Performed all lending functions including business development, credit analysis, underwriting, dealstructuring for credit approvals.• Responsible for accuracy in applications navigating through a fast-paced and ambiguous environment.• Advised clients quarterly and annually on portfolio performance ensuring clients needs aligned with projectedresults.• Providing holistic conversations to discover investment opportunities, implement recommendations, andprovide advice• Create and execute financial plans personalized to their personal circumstances.• Profiled and analyzed investment products to develop customized financial strategies for clients' financialneeds.• Provided one-on-one support and training to new sales advisors, implementing reverse shadowing, creditstructuring, and cold calls Show less

• Achieved assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner. • Connected personally with customers to advise them appropriately and clearly on banking solutions.• Met customers' day to day transactional needs such as deposits, withdrawals, and bill payments, wire transfers.• Collaborated across departments to connect customers with appropriate sales officer.• Maintaining proper branch… Show more • Achieved assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner. • Connected personally with customers to advise them appropriately and clearly on banking solutions.• Met customers' day to day transactional needs such as deposits, withdrawals, and bill payments, wire transfers.• Collaborated across departments to connect customers with appropriate sales officer.• Maintaining proper branch procedures following KYC/KYT Show less