Dana B

Philanthropic Entrepreneur and Business Lender

Dana is a bilingual financial services professional with more than 10 years experience in the Banking industry.

Currently working on her LLQP license for additional skills in the Insurance sector through PNC Learning.

Strong Managerial and Producing experience through L1S productions.

Presenter and Host for the Lymphoma & Leukemia Society of Canada; official member of the Montreal Committee of the LLSC.

Strong background and interest working with NGOs, with campaigning or advocacy focus.

Work Experience

Small Business Advisor - Lending Officer

RBC Royal Bank May 2022 to Present

Small Business Lending Advisor
RBC Investor Services Trust, Toronto, ON May 2022
Small Business Financial Analysis Certification (FAC) within 3 months. Personal Delegated Lending Authorities (DLA)
Moodys Certificate for Accounting Obtained.

Lending Officer Obligations:
• Provide professional financial advice to new and existing RBC Small Business clients, assisting them with their financial needs from Business Loans, to Royal Credit Lines, Overdraft Protection, and Credit Cards for Small Businesses, and other lending solutions.
• Evaluate and analyze Business Plans, Financial Statements, Personal/Business Credit Bureaus etc.
• Act as an expert in business services for entrepreneurs including: RBC EXPRESS, ADP and Moneris.
• Recommend products, services, and/or share information with clients to meet their unique immediate and future financial needs
• Support product and service recommendations with details that are easily understood and convert value towards the clients’ stated needs.
• Manage risk and compliance routines when carrying out transactions.
• Achieve higher levels of proficiency in this role by providing effective advice to clients regarding our products, services, and solutions.
• Adding value and advice to all client engagements.

Director of Marketing Producer Production Manager

L1S Productions - Montréal, QC

March 2015 to December 2021

• Production for Radio, TV, Film, Live Performance, Theatre, Advertisements
• Management of activities such as overseeing budgeting, scheduling, planning, and marketing for Clients.
• Working closely with Ad Agencies and creating story boards for client: understand and develop key objectives for their campaigns.
• Marketing.
• Business Proposals.
• Government Funding - Business Grant and Canada Council for the Arts; Ensuring Investors, Sponsorships, and Applications for Grants.
• Approving major production changes; Managing liaisons with Companies, Institutions, Co-Producers, Sponsors amongst others.
• Monitoring post-production processes to ensure accurate completion of details; ensuring a project stays within budget and on schedule.
• Conducting meetings with staff to discuss production progress and check-ins to ensure production objectives goals are met.
• Approving the financial and design aspects of a production.
• Hiring of film crews; technical contractors and artists.
• Picture editing softwares, video editing softwares experience.
• Promoting finished productions or works via film festivals, interviews and advertisements.

Financial Credit Card Specialist

TD Bank
December 2017 to December 2019

• Maintain current knowledge of bank policies, Loan Policy, and appropriate regulations.
• Participate in team and department meetings.
• Open new accounts, perform necessary file maintenance
• Handle monetary transactions and retain appropriate documents for permanent records. • Provide routine information concerning the credit union and its services.

• Officer code changes, risk rating changes, code corrections, transaction adjustments, fee waivers, non accruals, etc.
• Maintenance credit cards such as: payments, transaction adjustments, fee waivers, charge-offs, etc.

Professional Fundraiser

Public Outreach
January 2016 to September 2018

Fundraising
PUBLIC OUTREACH - Montréal, QC January 2016 to September 2018
• Fundraiser: (Full Time & Part Time) MONTREAL/TORONTO;
• Demonstrated experience working and/or studying corporate accountability or climate justice issues with an intersectional approach
• Prepare and share scripts for clients such as DOCTORS WITHOUT BORDERS, PLAN CANADA, UNICEF, AMNESTY INTERNATIONAL, GREEN PEACE, OPEN MEDIA amongst others:
• Ability to write accurate, compelling & concise content for a variety of audiences.
• Train and guide new employees in the Montreal Office.
• Identify changes in law and policy and provide the strategic and political analysis required to respond to various opportunities

• In collaboration with other Campaigns, Activism and Communications colleagues, identify and develop action opportunities and content for a variety of audiences and methods of engagement.
• Meet monthly targets; ensure new sponsors through good leadership skills and script writing abilities. • Proven knowledge of international human rights law and related international bodies, mechanisms and policies, and their application in Canada, particularly in the areas of corporate accountability and climate justice.

Financial Advisor

CIBC - Montréal, QC March 2010 to March 2015

• Prequalify clients for Mortgages, HPLCS, PLCs, Refinancing, Credit Cards (Lending)
• Identify leading-edge tactics to generate leads and build a pipeline of mortgage business
• Knowledge of the broader real estate industry and Canadian mortgage market
• Proactively contact realtors/referral sources identified through the creation of national partnerships and/or create local partnerships
• Establishes and maintains positive relationships with mortgage brokers to continue building loyalty • Receive credit approval team and credit escalation team support
• Proactively seek opportunities to engage in customer focused home financing conversations, with a goal of bringing new customers to CIBC
• Organize clients' budgets to help them save money for future endeavors through TFSAs, GICs, RRSPs (Investments)
• Hit monthly targets for lending/banking/investment & be rewarded with industry-competitive compensation, benefits and bonus opportunities
• Identifying cross sell opportunities

Selected Accomplishments
• High targets inspired managers to let me lead their teams, and teach fellow colleagues specific methods used to inspire existing and new clients into choosing our specific mortgages VS. our competitors' products.
• During RRSP seasons: led multiple teams in meeting transit objectives: using extensive knowledge of our multiple products & preferred method in presenting the product to our clients.
• Taught new employees how to use our numerous lending systems without exceeding time constraints (targets phone). Answering questions when new employees were unable to answer clients on call: (ABAY support/ Side by Side/Managing)
• Awarded numerous times for quarterly achievements (certificates signed by Denys Ouellet, Senior manager of CIBC )

TD Insurance Specialist + TD Insurance Web Support Analyst

TD Insurance Meloche Monnex - Montréal, QC October 2008 to March 2010

• Outbound calls: Home, Auto, ATV, Renter's Insurance for graduates of specific Universities or certain professionals (Nurses, Lawyers, Engineers ect).
• WEB support, emailing back our clients and supporting all tech issues with official TD sites. Troubleshooting, guiding, escalating etc.

• Reaching targets and servicing our current policy holders

Education

Moodys Certificate in Accounting for Credit Professionals

Moody’s Analytics - Moody, ON

Certifications and Licenses

Accounting for Credit Professionals

Present

Accounting for Credit Professionals Certified by MOODYS ANALYTICS

Groups

Leukemia and Lymphoma Society of Canada Speaker

March 2022 to Present

Official Speaker and Presenter for the Leukemia and Lymphoma Society of Canada: Montreal District. Present and Host our wonderful District for the “Light the Night Event” which is a Canada Wide event to help support the LLSC. Official Member of the Montreal Committee: Fundraising.

MOST RECENT  CERTIFICATIONS

Accounting for Credit Professionals

Accounting for Credit Professionals Certified by MOODYS ANALYTICS