Maintain portfolio of 350-400 clients from MB-SK-AB-BC-YK-NT-NU-ON; process requests for additional financing; prepare loan applications; perform credit analysis on loan requests; analyze annual financial statements for additional financing or advisory services opportunities; liaise with other BDC departments to best serve clients; liaise with external partners to best serve clients; perform collections activities; Client Diversity Ambassador; member of Indigenous Employee Resource Group; member of Persons with Disabilities Employee Resource Group.

Maintained portfolio of 20-60 indigenous clients from MB-SK; processed requests for additional financing; prepared loan applications; performed credit analysis on loan requests; analyzed annual financial statements for additional financing or advisory services opportunities; liaised with other BDC departments to best serve clients; liaised with external partners to best serve clients; performed collections activities; performed prospecting activities to solicit new clients.

Maintained portfolio of 50-150 clients from MB; processed requests for additional financing; prepared loan applications; performed credit analysis on loan requests; analyzed annual financial statements for additional financing or advisory services opportunities; liaised with other BDC departments to best serve clients; liaised with external partners to best serve clients; performed collections activities; performed prospecting activities to solicit new clients; coached new employees.

Sought loan opportunities with local entrepreneurs; monitored portfolio of 10-50 loan clients; administered the Self Employment Assistance Program; met yearly loan and other related targets; assisted with budget and operating plan projections; attended and participated in staff, department and other appropriate meetings; prepared monthly, quarterly and annual reporting requirements; analyzed and assessed loan requests for viability, sustainability and job creation/retention; developed credit assessments and provided recommendations for loans committee; performed due diligence checks (Equifax searches, PPSA searches, Land Titles searches and other third-party verifications); prepared loan applications, proposals and documentation; assisted business clients and community groups by providing business information and resources; coached clients and prospects, provided aftercare and growth support and ensured effective and appropriate referrals; liaised with government agencies/departments, financial institutions, lawyers, accountants, local Chambers of Commerce and other applicable organizations; developed and delivered workshops for clients and prospects on small business topics; worked with youth programs such as Junior Achievement and Lemonade Stand Game; performed marketing activities.

Met with members for personal mortgages, loans and investments; processed personal mortgage, loan, investment and small commercial loan requests; offered additional services such as credit cards, overdrafts and loan insurance; attended and participated in staff, department and other appropriate meetings; processed personal and community organization account openings; performed daily arrears procedures; performed branch opening and closing procedures; performed marketing activities.

Sought loan opportunities with local entrepreneurs; monitored portfolio of 10-50 loan clients; administered the Self Employment Assistance Program; met yearly loan and other related targets; assisted with budget and operating plan projections; attended and participated in staff, department and other appropriate meetings; prepared monthly, quarterly and annual reporting requirements; analyzed and assessed loan requests for viability, sustainability and job creation/retention; developed credit assessments and provided recommendations for loans committee; performed due diligence checks (Equifax searches, PPSA searches, Land Titles searches and other third-party verifications); prepared loan applications, proposals and documentation; assisted business clients by providing business information and resources; coached clients and prospects, provided aftercare and growth support and ensured effective and appropriate referrals; liaised with government agencies/departments, financial institutions, lawyers, accountants, local Chambers of Commerce and other applicable organizations; developed and delivered workshops for clients and prospects on small business topics; worked with youth programs such as Alberta Youth Entrepreneurship Camp, Junior Achievement and Lemonade Stand Game; performed marketing activities.

Sought loan opportunities with local entrepreneurs; monitored portfolio of 10-50 loan clients; administered the Self Employment Assistance Program; met yearly loan and other related targets; assisted with budget and operating plan projections; attended and participated in staff, department and other appropriate meetings; prepared monthly, quarterly and annual reporting requirements; analyzed and assessed loan requests for viability, sustainability and job creation/retention; developed credit assessments and provided recommendations for loans committee; performed due diligence checks (Equifax searches, PPSA searches, Land Title searches and other third-party verifications); prepared loan applications and proposals; assisted business clients and community groups by providing business information and resources; coached clients and prospects, provided aftercare and growth support and ensured effective and appropriate referrals; liaised with government agencies/departments, financial institutions, lawyers, accountants, local Chambers of Commerce and other applicable organizations; developed and delivered workshops for clients and prospects on small business topics; worked with youth programs such as Junior Achievement; performed marketing activities.