Summary

Overview

Work History

Education

Skills

Interests

Timeline

MARK ODI

Summary

Highly experienced financial services professional with experience in customer service, process improvement, financial analysis, to mention a few. Detail oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with an impressive degree of accuracy. Passionate about maintaining professional relationships to increase profitability and drive business results. Upbeat, and energetic in handling difficult situations through resourcefulness, determination, and adaptability. Versatile professional, comfortable working in high-volume, high-stress environment. Passionate about promoting lasting customer satisfaction by delivering excellent customer service and unparalleled support. Proficient in customer service best practices.

Overview

years of professional experience

Work History

Financial Solutions Officer

Federation of Canadian Municipalities

01.2022 - 07.2023

Acted as the primary client contact on a portfolio of applications and funding agreements throughout the project cycle
Also responsible for internal and external communications, document review, keeping accurate and up to date records, and ensuring timely processing
Conducted initial review of applications for capital projects, pilot projects, studies, and plans for adherence to eligibility criteria and mandatory requirements
Provided guidance to applicants with a view to improving technical & economic viability and increasing the possibility of funding, which includes sharing relevant knowledge products and capacity building resources and providing information of importance to finalizing funding agreements or contracts
Facilitated and supported the Peer Review process, including reviewing scores and comments
Also conducted additional research and consulted with applicants to clarify and/or elaborate content information
Drafted and reviewed application summaries and prepared recommendations for funding and is prepared to answer questions
Tasked with the overall preparation and administration of funding agreements and contracts within the assigned portfolio, which included consulting with clients on contract terms, negotiating where required, reviewing and finalizing agreements and obtaining applicable signatures
Reviewed contracts for adherence against mandatory requirements and applicable provincial legislation, ensured that it reflected the pre-approved terms and conditions, and submit for processing.

Credit Analyst/Underwriter

TD Bank Financial Group

02.2019 - 11.2022

Consistently maintained a 100% quality score, month after month, since my day of certification in August 2019
Received several awards and recognitions for consistently exceeding departmental goals of 23 applications per day, and for being at the top of the departmental scorecard consistently
Achieved this by increasing daily production by 26%, where I remained number 1 in the entire department every month thereafter in almost all categories
Nominated as the employee pulse survey ambassador for my team, where I obtained feedback on important issues, drafted action plans, and measured the effectiveness of implemented action plans by creating surveys to gauge perception of our colleagues
Reviewed, analysis and approved credit applications across a wide range of products including Credit Cards, Home Equity Lines of Credit, Bridge Loans, and Mortgages to support various lines of business
Performing in-depth analysis of financial position through thorough investigation of tax returns and / or other financial statements
Optimized credit opportunities for our customers by determining, structuring, packaging and authorizing credit facilities while adhering to credit risk policies and established guidelines
Assessed the credit status of customers, provided credit administrative and operational support, as well as evaluated customer financial portfolio whilst protecting the interest of the Bank
Provided Legendary service to our customers through inbound and outbound phone interactions.

Dual Visa Service Officer

TD, MBNA, TD Bank Financial Group

02.2017 - 02.2019

Provided timely legendary service to our cardholder clientele through inbound service calls
Effectively contributed to effective cost and risk control through productivity and adherence to corporate processes and controls
Achieved departmental targets through recommendation of appropriate products and services to suit the needs of our ever-changing customer needs
Used on-screen information to identify customer needs, and update information as per KYC requirements.

Client Service Officer

Scotia Bank

09.2014 - 03.2016

Accurately processed transactions including bill payments, mortgage payments, credit card payments, bonds cashing, as well as verifying customer identity, verifying authenticity of checks/draft, making adequate notations and reports about suspicious transactions, and input data
Up-sold various financial products (credit card) and services, and consistently surpassing monthly targets of 20 credit cards and referrals per month
Had a balancing ratio of 100% consistently, and immensely contributed to the accomplishing of team goals and set targets
Achieved quality service by accurately assessing and responding to client needs by applying sound judgment to recommend best options and choices, as well as strict compliance to company policies
Actively participated in group meetings and coaching sessions with a strict focus on service excellence.

Education

Post Graduate Certificate - International Business Management

Algonquin College

Ottawa, Ontario

08.2013 - 2015.05

Bachelor of Science - Political Science

University of Nigeria

Nigeria