Jodi Shields Email & Phone Number

Hybrid

Canada

Providing timely and knowledgeable assistance through daily interactions with mortgage brokers , agents, and underwriters. Manage performance to committed volumes and funding ratios. Assist with development and preparation of digital presentations. Ensure broker satisfaction to the best of my capabilities.

Western Region

Responsible for providing straightforward and knowledgeable service through daily interaction with automotive lending partners. Assist with development and preparation of all contracts for new automotive dealerships. Coordinate timely and effective communication with internal lending partners and automotive finance managers . Ensure dealer satisfaction to the best of my capabilities.

Burnaby Bc

Support credit department and automotive lending sales team. Provide assistance to automotive dealer partners and junior credit analysts. Monitoring, recommending and approving concessions, exceptions and overrides for equitable resolution.

Burnaby, B.C

Analyzing significant daily volume of consumer automotive applications from via dealerships. Ensure sound and timely due diligence in automotive loan underwriting. Foster overall customer and business line/department satisfaction. Maintain strong working relationship with automotive finance and sales managers.

Burnaby, B.C.

Audit loan applications prior to dealer funding. Prepare bulk packages to fit within funding requirements, lender specific. Strong working relationship with lenders needed for auditing purposes.

Whistler

Manage the daily operations of 5 currency exchange kiosks within busy tourist town. Ensure all staff adhere to all regulatory compliance as required, and maintain awareness throughout the year. Prepare yearly operational budgets. Hire, train and coach 15+ employees, including preparation of quarterly and yearly reviews. Marketing our company within Whistler to bring awareness of our services to locals and tourists.