Ijeoma De Gale-Harry
Riseland Crown Tracce
Summary
Dedicated team player experienced in the Collaborative Leadership Style. Proven strengths include partnering with team members at all levels to promote an engaged, performance driven work culture; building and maintaining mutually beneficial strategic relationships with stakeholders in a fast-paced work environment; and an analytical approach to effective operational and credit risk management, business planning and problem solving.
Overview
19
19
years of professional experience
Work History
Manager
IDH Financial Services
01.2020 - Current
- Prepare Tenders for clients
- Prepare the Management Accounts for the client
- Capital Expenditure budget development clients
- Staff performance updates and job description development.
Associate Investor Services
Stonegate Global Fund Services
01.2021 - 01.2022
- Fund Management; Onboarding functions of new onshore and offshore investors
- Oversight of client operational risk/performance assessment including key role in producing monthly reports and perform treasury functions
- Provide timely support of review of legal documentation including Fund constitutional documentation.
Branch Manager
Unit Trust Corporation
01.2014 - 01.2020
- Collaborate with the AVP – Investment Centres (ICs) on the development of strategic plans and the overall administration for the Tobago Investment Centre, including but not limited to customer retention and growth; preparing and reviewing staff performance evaluation at the Branch Level; Improve operational efficiency; Prepare coaching and training plans; Monthly Branch Reports and yearly CAPEX budgets.
Relationship Officer
Scotiabank T&T Limited
01.2009 - 01.2014
- Attract and win high value and high potential customers; retain current customers; sell and up-sell all bank products and services (mortgages (builder/purchase/ equity), personal loans, credit cards, new accounts etc.)
- Assist Branch Manager with coaching/supervising of Personal Banking Officers (PBOs), review daily and update branch reports (NSF/arrears/deposits etc.)
- Prepare and conduct Sales Presentations.
- Review and approve loans within my limit.
- Sign off and authorize disbursements within my limit.
- Perform open and end of day procedures.
- Prepare and conduct Sales Presentations.
Senior Personal Banking Representative
Clico Investment Bank Limited
01.2006 - 01.2009
- Responsible for Branch Administration
- Compliance Representative, Branch Level
- Review and Authorization officer for loan disbursement
- Prepare monthly branch reports on the Credit Portfolio exposures.
Education
International Master of Business Administration (IMBA) -
University of the West Indies (UWI)/Arthur Lok Jack Global School of Business
01.2011
Bachelor of Business Administration (BBA) -
University of New Brunswick
01.2004
Skills
- Part-Time Lecturer - PAWI
- Sage Accounting Software
- IBM International Banking Platform
- Flex Platform
- PAXUS
- Proficient in Microsoft Software and Adobe Acrobat
- Branch Operations – Monthly Reports, Strategic Planning, Operational Policies and Procedures
- Mutual Funds Investment Sales Accredited
- Business Planning
- Compliance Experience and Training
- Money Laundering Experience and Training
- Customer Relationship Management (CRM)
Affiliations
- Rotary Club of Southwest Tobago
- University of the West Indies Alumni
- University of New Brunswick Alumni
References
- Sharon St Clair-Douglas, AVP Investment Centres, Unit Trust Corporation, 868-473-0286, rtrotman@tstt.net.tt
- Florence Forbes, Former I.C. Manager (Tobago) – Unit Trust Corporation Manager/Owner UTC Agency, 868-685-9090, floforbes@yahoo.com
- Richard Edoo, Vice President Retail and Small Business, Scotiabank T&T Limited, 868-684-4520, richard.edoo@scotiabank.com
Timeline
Associate Investor Services
Stonegate Global Fund Services
01.2021 - 01.2022
Manager
IDH Financial Services
01.2020 - Current
Branch Manager
Unit Trust Corporation
01.2014 - 01.2020
Relationship Officer
Scotiabank T&T Limited
01.2009 - 01.2014
Senior Personal Banking Representative
Clico Investment Bank Limited
01.2006 - 01.2009
International Master of Business Administration (IMBA) -
University of the West Indies (UWI)/Arthur Lok Jack Global School of Business
Bachelor of Business Administration (BBA) -
University of New Brunswick
Similar Profiles
Chad NoonanChad Noonan
Operating Manager at IDH Hospitality GroupOperating Manager at IDH Hospitality Group
Ramez HosniRamez Hosni
Chief Marketing Officer (CMO) at Integrated Diagnostics Holding - IDHChief Marketing Officer (CMO) at Integrated Diagnostics Holding - IDH
Erin GoodrumErin Goodrum
Recruiter/HR Generalist at IDH, Alliance, DunkinRecruiter/HR Generalist at IDH, Alliance, Dunkin