As a Senior Associate, I provide strategic cross functional value to Accord’s Canadian Mid-Ticket group (over $1M) in packaging credit and asset-based financing deals by documenting, analyzing and presenting all financial standing, collateral & credit reports, security agreements and enhanced due diligence obligatory to closing a new credit facility. My role pivots on relationship building with clients and partners within Accord Financial Corp. to enhance efficiency and streamline process flow… Show more As a Senior Associate, I provide strategic cross functional value to Accord’s Canadian Mid-Ticket group (over $1M) in packaging credit and asset-based financing deals by documenting, analyzing and presenting all financial standing, collateral & credit reports, security agreements and enhanced due diligence obligatory to closing a new credit facility. My role pivots on relationship building with clients and partners within Accord Financial Corp. to enhance efficiency and streamline process flow compliant with operational risk controls and regulatory requests. Show less

In my role, I operated as a Trusted Strategic Advisor undertaking a portfolio of close to 150 small to medium size firms. Collaborating with partners to deliver a holistic advisory experience and meet Small business credit and lending needs by performing business analysis for viability assessment and cashflow management with financial statements and collateral documents as a part of enhanced due diligence.

I worked with risk management and business continuity teams to perform competitive and quantitative analysis for strategic growth initiatives. Actively maintained the corporate risk register(exploration, control and mitigation) and underwent geopolitical risk assessments for new business exposure across the globe.

As an ERS Analyst, I delivered project management accountabilities with cross-functional advisory, strategic business transformation initiatives, cost reduction and risk management to optimize the rollout of the DFA (Disaster Financial Assistance) program initiated by the Emergency Management of BC.

At CIBC, I proactively managed clients’ Personal and Business banking needs while advising them on diverse financial products and services for improved client acquisition. Achievements:- Net Promoter Score of 9/10- Referral rate of 84% in the first 3 weeks

As a Manager, I was responsible for the operations function (customer service, inventory, warehouse fleet, delivery) at The Brick, Abbotsford working to meet KPIs and targets. Client management pivoting on retention and satisfaction along with people management to produce high-performing team culture was an acute focus of mine in this position.Achievements:- Customer satisfaction rate boosted from 78% to 94% in the first 3 months- Operations Employee of the Year 2019- Operations… Show more As a Manager, I was responsible for the operations function (customer service, inventory, warehouse fleet, delivery) at The Brick, Abbotsford working to meet KPIs and targets. Client management pivoting on retention and satisfaction along with people management to produce high-performing team culture was an acute focus of mine in this position.Achievements:- Customer satisfaction rate boosted from 78% to 94% in the first 3 months- Operations Employee of the Year 2019- Operations Employee of the Month: December'19 & January'20 Show less

Participated in the Event’s daily strategic meetings to accomplish maximum financial value. Responsibly ensured accuracy in the manual input of data files for over 100 clients along with contract editing and proposal customization.

As an intern, I undertook market research initiatives for the property management company to improve brand image, web presence and customer traction. Involved in strategic planning with financial and credit analysis, directly impacting the default rates.