Jennifer Logan

Provided administrative support for commercial and agriculture lending, including preparing and processing registrations, renewals, and transaction support. Monitored and reported activities in loan administration, collaborating with other units and external partners to service loans efficiently.

Led a team to meet goals and targets while ensuring policy compliance, and recruited, coached, and developed staff. Conducted one-on-one and observation coaching sessions and performance reviews, managing risks and identifying growth opportunities.

Built client relationships and analyzed financial needs for a portfolio of roughly 300 members, approving and managing loans and credit products. Ensured policy and documentation compliance, adhering to security and operational policies and procedures.

Delivered financial services and lending solutions, advising clients on accounts, investments, mutual funds, and lending. Built client relationships and identified financial needs for a portfolio of roughly 400 members, managing risk and ensuring accurate documentation.

Provided administrative support for commercial and agriculture lending, handling financial statement input, documentation preparation, and loan funding. Analyzed loan risk factors and reviewed files, fostering internal and external partnerships.

Completed secondary education requirements at Coalhurst High School. Successfully obtained a High School Diploma.

Completed a specialized program in Fashion Design & Merchandising. Acquired practical skills and knowledge in the fashion industry.

Completed a self-study course on Credit Union Products & Services (CUIC 185). Gained foundational knowledge in credit union operations and offerings.

Undertook self-study in Effective Business Writing. Developed skills in clear and concise professional communication.

Completed training on the Lending Security Guide and relevant laws. Enhanced understanding of legal aspects in lending.

Undertook self-study in Consumer & Residential Mortgage Lending (CUIC 210). Gained expertise in mortgage products and processes.

Completed self-study in Introduction to Microsoft Excel 2007. Developed foundational skills in spreadsheet management and data analysis.

Participated in MPower Training. Enhanced skills relevant to professional development and performance.

Completed an online course on Cash Flow Statements through CuSource. Developed understanding of financial statement analysis.

Completed online training for the Canadian Small Business Financing Program. Gained knowledge in supporting small business financing.

Completed online CUMIS training. Acquired knowledge in insurance and wealth management solutions.

Undertook self-study in Agricultural Lending (CUIC 346). Developed expertise in lending practices specific to the agricultural sector.

Completed an online course on Financial Statement Composition through CuSource. Enhanced skills in preparing and analyzing financial statements.

Completed training on the Law of Lending in the Agricultural Sector. Gained a deeper understanding of legal frameworks in agricultural finance.

Completed training on Introduction to Credit Granting. Acquired foundational knowledge in credit assessment and approval processes.

Completed training focused on Residential Mortgage Loans. Enhanced understanding of mortgage products and lending procedures.

Participated in MPower (Retail) training. Developed skills specific to retail operations and customer engagement.

Completed internal online Empathy training. Enhanced interpersonal skills and client understanding.

Undertook self-study in Investment Funds in Canada. Gained comprehensive knowledge of Canadian investment products.

Completed self-study on Labour-Sponsored Investment Funds (LSIF). Acquired specialized knowledge in this investment area.

Completed online training in Loan Collections. Developed strategies and best practices for managing loan recovery.

Completed an online course on Business Structures In Canada through CuSource. Gained understanding of various legal and operational business structures.

Completed online training in Crucial Conversations. Enhanced communication skills for high-stakes discussions.

Completed online training in Ag Financial Statements Composition Levels 1 & 2. Developed advanced skills in analyzing agricultural financial statements.

Participated in Richardson’s Sprint Sales training. Acquired advanced sales techniques and strategies.