Patrick Hurley Email & Phone Number

Hamilton, Ontario, Canada

Hamilton, Ontario, Canada

Hamilton

• Complete new real estate interim credit applications and annual credit renewals to update the client's history and to identify opportunities. • Perform due diligence and credit analysis of current and perspective clients through the review of project budgets, financial statements and other information.• Responsible for the assessment of financial statements and accountable to perform all regular monitoring activities to support and maintain compliance, including: margin/borrowing base… Show more • Complete new real estate interim credit applications and annual credit renewals to update the client's history and to identify opportunities. • Perform due diligence and credit analysis of current and perspective clients through the review of project budgets, financial statements and other information.• Responsible for the assessment of financial statements and accountable to perform all regular monitoring activities to support and maintain compliance, including: margin/borrowing base reviews, covenant tests and financial covenants.• Retain and expand client relationships to achieve portfolio growth, retention, service, and profitability objectives.• Communicate with Credit Risk Management to discuss issues, trends and specific information pertaining to each Client and credit applications.• Provide timely and effective problem resolution, escalating client issues as necessary to maintain customer satisfaction.• Prepare and finalize credit agreements with prospects and client.• Work with various Commercial Banking Departments to complete the processing of loans and the opening of deposit accounts including signing authorities, non/negotiable securities and review any special arrangements.• Use of financial computer applications and database management tools including MS Excel and other Microsoft Office products. Show less

Hamilton

• Built and strengthened client relationships by providing an exceptional customer service and recommending a full range of solutions, resulting in the consolidation of banking products, credit products and investments. • Proactively managed a portfolio of clients through regular contact and through providing timely, value-added information, advice and recommendations taking into account the latest developments in the markets, the economy and investment industry.• Maintained… Show more • Built and strengthened client relationships by providing an exceptional customer service and recommending a full range of solutions, resulting in the consolidation of banking products, credit products and investments. • Proactively managed a portfolio of clients through regular contact and through providing timely, value-added information, advice and recommendations taking into account the latest developments in the markets, the economy and investment industry.• Maintained responsibility for all aspects of portfolio management, revenue growth, credit and investments.• Reviewed progress against planned activities and targets.• Collaborated internally and externally to ensure that clients received a sophisticated level of financial advice while meeting all financial goals.• Networked regularly with existing clients and referrals in order to build relationships and gain referral business. Show less

Burlington, Ontario

• Provided financial services to personal and small business clients with more complex investment and credit needs.• Developed and executed long term and weekly sales plans to consolidate and retain existing business and attract new clients to CIBC.• Responded to walk-in client requests, including referrals regarding personal and small business needs.• Influenced high opportunity clients to consolidate financial services with CIBC, and made referrals to colleagues as appropriate.

Burlington, Ontario

• Provided an exceptional experience for new and walk-in clients by responding to client-initiated requests and identifying client needs through CIBC Financial Health Check conversations.• Identified and met the immediate basic needs of personal and small business clients.• •Proactively called and booked appointments with personal and small business clients based on leads and referrals to ensure client needs were met.• Successfully completed Investment Funds In Canada (IFC)… Show more • Provided an exceptional experience for new and walk-in clients by responding to client-initiated requests and identifying client needs through CIBC Financial Health Check conversations.• Identified and met the immediate basic needs of personal and small business clients.• •Proactively called and booked appointments with personal and small business clients based on leads and referrals to ensure client needs were met.• Successfully completed Investment Funds In Canada (IFC) course.• Accurately captured and validated clients’ personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures. Show less

Hamilton, Ontario

• Created a positive client experience by understanding and meeting service transaction needs quickly, professionally and accurately.• Took ownership when clients experienced a problem and took the appropriate steps to resolve the issue.• Proactively promoted banking products and transaction services that met client financial needs.

Mississauga, Ontario

• Performed various financial analyses as directed by the Assistant Controller and Senior Financial Analyst.• Prepared bank reconciliations for both Grohe Canada Inc. and Tempress Ltd.• Maintained NAFTA Certificates of Origin, Air and Ocean Freight Shipments database.