● Mortgage securitization consulting for Canadian Financial Institutions.● Bespoke services:- Issuer/Seller application management, - Microsoft Excel-based financial modelling- End-to-end risk assessments for FIs operating in the residential mortgage market (Liquidity, Capital, Interest Rate, Regulatory, Pricing and Execution, Operational)

Mortgage and NHA MBS derivatives trading on NBF’s Aggregation deskCMB program participation: Industry leading CMB seller swap management facilitated client/business to growth Risk management on multi-billion mortgage, MBS and swap portfolio: operational, reinvestment, prepayment and interest rate.Onboarding of various mortgage lending partners for trading relationships: pricing, IT, trade booking and settlements.Knowledge of CMHC and CHT documentation procedures for NHA MBS.Liaison with CMHC and CHT for various initiatives including Small Counterparty Repo Lines, and executing the first ever CMB cancellation trade as part of swap reinvestment activities.Built the first comprehensive database of Canadian NHA MBS penalty and prepayment payout statistics.Designed and coordinated the build of an automated mortgage booking system which required involvement from significant number of downstream users.Participated in the algorithm development and marketing of the Teranet-National Bank HousePriceIndex - now the leading Canadian housing market growth index provider.

Focused on initial operational buildout of the Mortgage Derivatives desk: from trade management systems, accounting and settlement processes.Streamlined settlement process of Rate Derivatives desk, which enabled the rapid growth of mortgage acquisition pipelines for newly established Mortgage Derivatives desk.Built long-lasting links with internal partners that facilitated initiatives when transitioned to the Mortgage Derivatives desk.

Interest Rate Derivatives Mortgage Derivatives