Catherine Kate Morcilla Email & Phone Number

Toronto, ON, CA

Pickering, Ontario, Canada

• Reviews loan documents to verify their completeness, accuracy, and compliance with company policies and procedures.
• Remains vigilant for advancements in loan products and system enhancements to elevate service quality and productivity.
• Conducts a comprehensive evaluation of prospective borrowers by meticulously reviewing their applications.
• Assesses all relevant financial and non-financial factors and formulates repayment strategies for loans.
• Validates all documentation submitted by loan applicants during the application process.
• Collaborates with merchants/dealers to clarify key details on loan applications.

• Implemented business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts.
• Supported Relationship Managers of various sectors in deepening customer relationships by providing investment solutions through products and services.
• Profiled clients as to product suitability, conducted marketing calls and comprehensive product briefings and market updates to prospective and existing clients.
• Executed the investment solutions confirmed by clients timely and accurately with the Bank as its counterparty while ensuring compliance with policies and regulations affecting the market and with an awareness of the.
• Managed client portfolios by ensuring accuracy and punctuality of investment performance reports and financial presentations as well as monitored accurate and prompt submission of required investment documents and.

• Contributed to the continuous improvement of the Bank’s processes and standards by ensuring that client transactions and interactions meets all compliance/audit and sales quality standards (i.e. a/c opening and.
• Delivered excellent and personalized service to Premier clients by proactively contacting all the clients in the portfolio to ensure client satisfaction, as well as to establish meaningful long-term relationships.
• Provided outstanding account handling service and administrative support by ensuring service delivered adheres to Group Service Level Standards (e.g. customer waiting time, phone handling efficiency, response to.
• Managed difficult client situations as well as raised issues to upper management as appropriate and recommended ways to resolve them.

• Performed over-the-counter tellering for Premier clients and back-office functions with high accuracy and efficiency while adhering to regulatory compliance standards and bank policies and procedures.

• Performed over-the-counter tellering for Premier clients and back-office functions with high accuracy and efficiency while adhering to regulatory compliance standards and bank policies and procedures.

• Performed over-the-counter tellering for clients and back-office functions with high accuracy and efficiency while adhering to regulatory compliance standards and bank policies and procedures.

• Provided over-the-counter tellering for clients with high accuracy and efficiency while adhering to regulatory compliance standards and bank policies and procedures.

• Executed back-office functions and liaised with internal clients as well as handled external customer requests with high accuracy and efficiency while adhering to regulatory compliance standards and bank policies and.

Master Of Business Administration (Mba), Business/Managerial Economics

• Enriched managerial and leadership skills that strike a balance between technical training and practical problem-solving. • Up-to-date.

Bachelor Of Arts - Ba, Business/Managerial Economics

• Critical thinking skills in applying key economic theories, concepts, and models in real-world scenarios. • Holistic methodology in.