Prabhleen Kaur

I thrive in organizations that encourage innovative opinions, analytical thinking, and teamwork and have a motivational environment.

I am a fanatic, self-responsible person who has an analytical mindset; I always aim at improving myself & the efficiency of the department I work for by effectively managing the complexity of tasks assigned to deliver better results.

Specialties: Credit Analysis, Financial Modelling, Mortgages, Commercial Banking, Portfolio Management, New loan applications, Credit Reports, Accounting ratio calculations, Financial statements, Derivatives, Interest calculations, Security issues & releases, Covenant checks, Anti-money laundering(AML) & KYC documentation, Compliance Checks, current account transaction, effective communication & analytical skills; TFSA/RRSP and RESP schemes.

Technical Expertise with D&B, ERP, Bloomberg, TS2, Plexus, Six Sigma, COINS & Microsoft Excel, and Microsoft Word/Powerpoint.

SUMMARY 

Experience of over ten years in corporate portfolio management, derivatives, Know Your Customer (KYC), anti-money laundering, financial statement audits with a thorough understanding of US GAAP and IFRS standards, credit analysis, financial modeling, Credit reports, mortgages, budget preparation, and handling loan & credit limit sanctions and documentation review. I graduated from Financial Planning with Canadian Securities Course (CSC) & Estate Planning certifications and have a thorough knowledge of the Canadian Markets, TFSA, and RRSP contribution plans. My years of global experience, creative abilities, negotiation skills, multi-tasking capabilities, sound-decision making & judgment skills, and progress-driven and result-oriented attitude will help me succeed and bring value to your organization in building a sustainable relationship with internal & external stakeholders.

I have completed Master in Business Administration (MBA) in Finance and Completed Post graduation certifications from Canada in Financial Planning and Corporate Accounting