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Latoya
Senior Director Community Leadership
Contato
Formação acadêmica
Resumo
Senior Director Community Leadership open to new opportunities
Experiência
Assistant Manager, Small Business & Retail / Special Activities Officers (Dual Role)
Small Business Portfolio Reporting inclusive (Bahamas I. G. Codes, NAL Bad Debit Retail, 30 to 90 Days delinquent accounts.. Understanding the customer’s circumstances and making appropriate solutions through acquiring and maintaining a sound knowledge of Small Business and retail lending products, services and those policies and procedures that are necessary to respond appropriately to customer needs.. Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.. Recommend finalization strategies on accounts that will result in the best means of affecting maximum recovery ratios. This would include making sound recommendations on feasibility of accepting or offering settlements, accepting alternate payment arrangements (token or reduced payment amounts), assigning an account to a third-party supplier to affect such activities as litigation, repossession, foreclosure/power of sale.. Prepare monthly and ad hoc reports as required or requested.
Adjustor Recovery Officer
Meeting individual targets for portfolio assigned which will have a positive impact on reducing of write-offs.. Face to face collections activities to negotiate payments, agreements, restructures, and any other service required.. Complete demand letters, present to court documents, attend hearings, escort marshal and bailiffs where required, witness eviction cases and to take possession of the property, interact with police officers to protect bank assets.. Act in a timely manner to identify the risks associated with all Retail & Small Business accounts assigned (manual & automated) enabling prompt action to minimize loss and secure the Bank’s position.
Personal Banking Officer
Authorize applications within policy and limits, providing sound recommendations to superiors for applications above authorized limits and MDO/Supervising office for out of policy decisions.. Effectively identify customer needs in other lines of business (e.g., Small Business, Wealth Management, and Commercial) and generate the referral using the appropriate Bank process (Counselor for Small Business, Referral Connect for Wealth and Commercial).
Account Manager
Ensure all Opening and Verify guidelines for Business Accounts are implemented.. Submit satisfaction for clients obtaining their Property Papers.. Responsible for preparing and submitting loan application for walk-in and schedule appointments.
Operations Supports Officer
Provide updated application for new RBC Business Clients.. Assist Senior Account Managers with Personal Credit Reviews.. Assist Branch Manager and Sales Team with all Administrative duties.
Center Support/Investigation Agent
Centralized operational support for day-to-day activities and issues (i.e.: premises, building access, BCP admin. mail distribution, branch absence.. First contact for clients and service partners in support of related policy, process, and procedures for the specific line of business.
Specialized Support Representative
Complete letters for attorneys, law firms and diaries for a response.. Responsible for ensuring all documents are examined for completeness and accuracy.. Refer all matters to Management as appropriate for further referral to the Bar Association and Ethics Committee.
Client Assistance Officer
Scrutinizing documents for new accounts & loan appointments is mandatory.. Acknowledge, greet, and assist clients as per RBC (Bahamas) Ltd requirements.. Maintain a standard for organizing and maintaining branch merchandise display.
Account Manager/Relief
Opening term deposit accounts & maintain accurate signature cards.. Consistently complete personal account opening procedures within guidelines.
Switchboard Operator
Take ownership of telephone cliental inquiries refer to appropriate authority.. Maximized opportunity spotting with all customers to enhance business.
Assistant Manager Public Areas & Trading Dock Shops
Manager an effective team of fifteen staff members.. Assist General Manager with assigned areas as per guidelines.