Geoff Vickers
@geoffvickers
I underwrite commercial financing and assess credit risk for small and medium-sized businesses.
CanadaWhat I'm looking for
I underwrite commercial financing at Forward Funding, assessing cash flow, bank activity, revenue trends, debt obligations, and repayment capacity for small and medium-sized businesses. I develop funding recommendations, identify material credit concerns, and document clear rationale for complex credit decisions.
Previously, I managed a business banking portfolio at RBC and supported client lending, investments, and banking needs at BMO and TD. I'm completing an MSc in Business Analytics and Technology Management, applying Python, R, SQL, and analytics to business decisions.
Experience
Work history, roles, and key accomplishments
Pricing & Credit Analyst
Forward Funding
Jun 2026 - Present (3 months)
Underwrite commercial financing applications for small and medium-sized businesses by assessing cash flow, bank activity, revenue trends, and financial health. Evaluate credit risk and develop financing recommendations within established underwriting parameters.
Education
Degrees, certifications, and relevant coursework
Concordia University
Master of Science, Business Analytics and Technology Management
2024 -
Pursuing an MSc in Business Analytics and Technology Management, applying analytics to business problems and building models using Python, R, and SQL.
University of Windsor
Bachelor of Commerce, Finance and Marketing
Earned a Bachelor of Commerce with Honours in Finance and Marketing.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Job categories
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