Tammy Knapp

Box ***

Garson, MB R*E *R*

Home 204-***-****

Cell 204-***-****

acy5pq@r.postjobfree.com

PROFILE:

To acquire a challenging career that will give me the opportunity to develop my knowledge, insights and provide continuous development and growth in achieving the goals for a successful future.

EDUCATION:

● 2011

Successfully completed Credit Union products and Services, and Consumer & Residential Mortgages lending- Dalhousie University

It’s a matter of privacy

Sentence construction, Avoiding grammatical errors in business writing

● 2012

Understanding business financial statements

Women in leadership: becoming a lender

Emotional Intelligence, Working with difficult colleagues

Motivational skills training

● 2015

Successfully completed Administrative Professionals course with certificate -P.A. Douglas

& Associates

Fintrac, Prevention of anti-money laundering, Prevention of terrorist financing

Customer accessibility training

Successfully completed Credit Union Products and Services, and Consumer & Residential mortgage lending-Dalhousie University

COMPUTER SOFTWARE:

● Microsoft Windows, Excel, Outlook

● CMLS - Target

● LMS - Loan Management System

● DNA

● IWB, Pro Lender

SKILLS:

● Accounting (A/P, A/R)

● Possess excellent communication and organizational skills

● Ability to complete tasks in a timely fashion

● Excellent aptitude for learning new skills

● Ability to work as part of a team or in an unsupervised environment Tammy Knapp

Box 439

Garson, MB R0E 0R0

Home 204-***-****

Cell 204-***-****

acy5pq@r.postjobfree.com

EMPLOYMENT HISTORY:

Apr 15, 2016- Present National Bank Financial

( Wealth Management)

Operations/Compliance

Responsibilities:

● Secured Zone

Order Entry: Transaction, Administration fees

Electronic Instructions (EI) Administration

Client File Management: Opening and modification of account

Credit Risk Management ( CRMA): Credit tool for margin calls

Croese Advisor: Client Portfolio

● IT Support/Request

Provide first level support for IT issues, by monitoring trouble tickets.

Technology issues, New hire set ups

Equipment and computer problem support

● Web Panagon

Tax Statements

Insiders reports and holding of control blocks, Missing documents

ISM T80 Service request

● Miscellaneous report

● Issue manual cheques, allocations, trades

● Reconciliations of securities,Reconcile various general ledgers

● Archiving of fills, Assist with review of monthly branch administrative report

● Data online ordering for branch, Ordering branch supplies ie printer ink, papers etc.

● Compliance:

Responsible for uncompleted documents

Stanley Dosier: Analyst for pending and escalated accounts

Knowledge of the Iris systems for client information

Responsible for social media, going over all advertising

Assist with review of monthly branch administrative report

Undesirable Entity, Certifying of true copy and Estate documents

Verification and transmission of instruction to Head Office

Undesirable Entity

● Front Desk 1st back up

Banking, Answer phone and redirecting of all calls

Client correspondence upon arrival

Certifying of true copy and Estate documents

Tammy Knapp

Box 439

Garson, MB R0E 0R0

Home 204-***-****

Cell 204-***-****

acy5pq@r.postjobfree.com

Oct 14, 2014 - Jan 30, 2015 Greystone Managed Investments

(GMI Servicing Division)

Administrative Assistant

Responsibilities:

● Using Loan Management System (LMS):

Process collections of Principal and Interest

Setting up and managing mortgage accounts

Ensuring taxes are paid and maintain current mortgage records

● Assisted managers by performing scorecard reviews using CMLS -Target, requests for funds and Advance to solicitor,Assumptions, Extensions

● Responsible for mortgage closing documentation such as sign off of commitment letters, term sheets, rate set letters and approved loans for funding

● Reconcile various general ledgers such as escrow tax accounts, incoming P&I and advancements, Discharge of mortgage

● Reconciliation of company credit card and employee expense reports, Coding accounts

● Make travel arrangements for the department

● Correspondence with lawyers and borrowers

● Answered and redirected phone calls

● Provided first level support for IT issues by monitoring trouble tickets and reporting on a timely basis

● Responsible for documenting and reporting meeting minutes

● Assisted with organizing and submitting month end reports to senior management

● Refined policy and procedure manuals to more closely resemble current business processes

● Maintained boardroom calendar and scheduled meetings Tammy Knapp

Box 439

Garson, MB R0E 0R0

Home 204-***-****

Cell 204-***-****

acy5pq@r.postjobfree.com

Mar 5, 2012 - August 22, 2014 Casera Credit Union Member Service Rep Responsibilities:

● Using DNA, Pro Lender

Process member deposits and withdrawals

Balancing of general ledger accounts

● Oversee new member accounts, RRSP, Term deposits, Regular banking accounts, Overdrafts, Education Line, Equity line

● Balancing ATM, POS balancing reports, Reconcile various general ledgers

● Accept and process member bill payments

● Booking appointments with lenders on behalf of members

● Communicated with Credit Union central processing all automated fund transfers via CAFT System, Cuets,Travelex

Oct 5,2006 – Feb 25, 2012 Sunova Credit Union Loan Administrator A uditor Responsibilities:

● Using of IWB, Pro Lender

Reconcile Various general ledgers, Internal accounts

● Clearings/EFT branch processing credit/ debit transactions to General Ledger accounts

● Month end balancing for all branches;

Reconcile various general ledgers, Internal accounts

Proofread and submit reports to head office for completions of the broad package

● Returning of rejected items due to NSF, Stop Payments, and closed accounts etc, Dealt with RM’s, City of Winnipeg and towns for taxes that need to be paid.

● Processing all automated fund transfers via CAFT System, Cuets,

● Provides support to all 12 branches on any enquires branch related

● Researching information, preparing, reviewing and processing complex and highly confidential documents and correspondence

● Dealt with lawyers on a daily bases,

● Worked closely with my team of 15

● Processing of all Loans, Mortgage and Line of Credit documents, Commercial loans, IE making sure everything has been completed as per the agreement with member and lender.

● Managed a team in the residential loans division, as well as c ommercial division.

● Communicated with Winnipeg Land Title Office, First Canadian Title Tammy Knapp

Box 439

Garson, MB R0E 0R0

Home 204-***-****

Cell 204-***-****

acy5pq@r.postjobfree.com

REFERENCES:

Joe Salgado

Greystone Managed Investments Inc.

Director of Information Technology ( IT)

Cell: 306-***-****

Kim Zalitach

Sunova Credit Union

Lending Associate

Direct Line: 204-***-****

Doloreen Hector

OakBank Credit Union

Senior Customer Service Rep.

Cell: 204-***-****

Contact this candidate