Jolene Neufeld Email & Phone Number

Surrey, British Columbia, Canada

* Analyze, verify and adjudicate credit applications from five different channels while mitigating risk and adhering to turnaround time objectives. * Negotiate terms and conditions with dealership partners to ensure an acceptable level of risk.* Cultivate and preserve strong relationships by providing exceptional service.* Assist in creating job aids and amending policies and procedures.* Provide training and support to new hires.* Research and compile data to create a rates and reserves analysis report.

Help Headquarters, Surrey, Bc

* Accurately and promptly process all administrative transactions related to the credit function. * Actively contribute support and participation in new Corporate initiatives.* Provide high quality lending advice and services to members.* Contribute significantly to growth and retention through inbound and outbound telephone contact. * Consistently achieve sales and referral targets in a needs based sales environment.* Manage the relationship building process to ensure a consistent image in service and delivery both externally, to attract new members, and internally, to retain and build on previously established relationships.

Surrey, Bc

* Provide professional advice and education with the ability to address complex investment and borrowing needs.* Proactively build and maintain client relationships.* Provide a full range of customized financial solutions for short and long term goals.* Proactively take ownership of resolving client banking problems. * Collaborate with market-leading professionals to ensure clients receive customized expert advice.

Vancouver, Canada Area

* Relationship Management - Provide personalized service to clients at established levels, exemplified by timely and accurate account administration and effective interaction with their advisors. * Business Development - Develop a detailed knowledge of the products and services offered by the Scotiabank group of companies and make the appropriate referrals regarding new business opportunities. * Revenue Generation - Contribute to the profitable growth of Internal / External BNS business lines in the investment/financial industry.* Risk Management - Limit corporate risk exposure by ensuring that account administration is carried out in compliance with defined policies and procedures and audit standards. Demonstrate understanding of client's exposure to risk in the context or the account administration and ensure full documentation of our activities relative thereto. * Technical Knowledge - Expand basic knowledge of legislative, administrative and economic issues that impact the management of accounts and demonstrate an ability to communicate on broad range of legal and financial issues with clients and their advisors. * Accounting - Create/authorize accurate and timely account entries for payment to third parties, transfer of assets, fee collection, trading activity, and distributions to clients. Review all account entries and cash positions on a daily basis, taking remedial action where required.

Burnaby, Bc

* Plan, organize and direct the activities required to contribute to loan growth and profitability while minimizing underwriting risk to the Bank.* Manage the day-to-day workflow to ensure sound and timely due diligence in loan underwriting while conforming to Bank policies and procedures. * Support the business objectives of the department ensuring operational effectiveness. * Provide orientation, coaching and mentoring of team members.* Ensure the delivery of customer service fosters overall customer and business line satisfaction.* Assist in recruitment process by reviewing application packages, conducting interviews, submitting salary requests and presenting offer letters.

Burnaby, Bc

* Provide quality decisions on SDA product applications.* Effectively analyze application information and associated documents. * Meet objectives for quality of adjudication, delinquency, write-offs and portfolio quality, to be agreed on annually.* Ensure accurate and complete documentation of the rationale for credit decisions, including the assessment of capacity for repayment, on every loan decision.

Burnaby, Bc

* Served as a main point of contact for our dealership partners and Area Sales Managers.* Ensured sound and timely due diligence in loan underwriting while conforming to Bank policies and procedures. * Ensured the delivery of customer service fostered overall customer and business line / department satisfaction.* Provided support for Credit Analysts, Verification and Dealer Funding Representatives.

Burnaby, Bc

Burnaby, Bc

Burnaby, Bc

White Rock

Bachelor Of Business Administration - Bba, Human Resources Management

Diploma, Business Management