University of British Columbia - Okanagan

University of British Columbia Faculty of Management

Senior Commercial Account Manager, RBC Automotive Finance

Kelowna, British Columbia, Canada

As a Senior Commercial Account Manager at RBC Automotive Finance, I manage the financial requirements of a diverse group of dealer owners throughout BC, covering automotive, RV, and heavy truck/equipment.

Controlled all aspects of financial dealings for the company, including banking, accounting, budgeting, forecasting and all internal financial controls.
Created and implemented formalized policies including human resources, privacy, capital expenditures budgeting, forecasting, and sales from scratch.
Direct managerial responsibility of administration, business development, and safety teams.

Great Northern Bridgeworks Ltd.

Vice President Finance

Senior Commercial Account Manager

- Proactive relationship sales management, and customized financial advice and solutions for a specialized portfolio of high value clients with individual credit requirements up to $20 million.
- Controlled all aspects of financing ranging from deal structuring to construction project cost monitoring to receivables and cash flow analysis.
- Acted as the team lead for the portfolio described above, with other team members including an analyst and two client support officers.

Commercial Account Manager

- Efficiently assessed credit risk as part of a team for across interior BC, including Fort St. John, Dawson Creek, Chetwynd, Grande Prairie, Prince George, Kelowna, and Kamloops.
- Time spent working on multiple portfolios with total authorized credit limits from $92 million to $260 million.
- Formal Mentor to commercial bank trainees.
- Panel member for national associate training program redevelopment.
- Led branch initiatives including transition from old to new credit underwriting platform for the BC Interior District.
- Developed Economic Entity Worksheet in excel to streamline multiple borrower economic entity assessment.
- Developed streamlined “Moody’s General Industries” and “Real Estate Operators” borrower risk rating replication models used across the bank.

Analyst

- Successfully led the branch’s Everyday Banking Campaign to reach highest sales goal in the district for 2010.
- Helped build personal client relationships through financial advice regarding various lending and investment products.
- Selected as one of two Kelowna employees to take part in the TD Emerging Leaders program in Vancouver, BC.

Jonathan Zaleski