Promoted a superior level of customer relations and sales services in the financial institution. Fostered a positive culture in the work environment through coaching and staff motivation in all operations. Developed and implemented corporate strategies devised to achieve goals and objectives of the cooperation. Assisted the Board of Directors in the development of a Staff Incentive Program. Responsible for the overall financial reporting, planning, forecasting, accounts payable & payroll, human resources management, board relations, government liaison, information systems, including program & policy development and implementation. Chaired the Annual Business Planning Meeting. Created and launched the ‘Distinguished Service Award’ for Directors and members, presented at Annual General Meeting (AGM). Authored and published a novella titled ‘Our Credit Union Story’.

Accountable for operation and financial management, including responsibilities for the implementation of policies set by the Board of Directors. Integrate and coordinate credit union activities to ensure they meet client requirements. Provide leadership to employees and represent the company in various capacities. Facilitate and maintain oversight of internal audits.

Demonstrate good client management, leadership and supervision in the administration of the day-today activities established to achieve business sales goals. Effectively communicate various loan programs offered to clients. Execute accurate transactions in a timely manner; utilizing extensive product knowledge. Actively participate in the development and writing of the Credit Union Business plan.

Demonstrate clear understanding and knowledge of policies, guidelines and regulatory requirements. Carry out reviews/analysis of client applications to ensure compliance and identify any credit issues. Recognize trends, conduct risk analysis and provide risk management recommendations. Participate in the development of the Toronto Catholic School Board Business Development and Marketing Plan.

Provide great customer service experience by developing good client relationships and clearly communicate essential information relevant to corporate products best suited for individual client portfolios. Monitor and manage delinquent loans.

Proactively engage and identify financial opportunities suited for existing and potential client members. Collect and assemble initial file information for new members.