JOVAN LEWIS
Summary
Meticulous banking and finance professional with expertise in bank credit, financial management, and client counseling. Proficient in standard industry practices, regulatory requirements and market conditions. Evaluates client portfolios and risk tolerance to inform strategies and increase revenue. Commendable history of helping business clients reach financial goals. Proven academic consultant with experience in course content creation, academic review and research. Meticulous, calculative and methodical in peer and assignment review in the field of academia. Experienced in thesis/dissertation research, restructure and advisory.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Relationship Manager, Commercial Lending
Massy Finance GFC Limited
- Current
- Leads a team of Business Development Officers to achieve the company’s sales targets
- Collaborates with department heads in the development of new strategies to attract new business
- Provides training and guidance to staff members on all aspects of the commercial business.
Finance Business Partner
Enable Homes Trinidad and Tobago Limited
08.2021 - 09.2022
- Assisted with financial forecasting and the implementation of business frameworks for the company
- Developed and executed financial projections for local and regional business projects
- Collaborated with directors and major stakeholders with strategic decisions for future growth
- Liaised with local, regional and international financiers concerning the financial structuring of local and regional projects.
Relationship Manager, Business Banking
JMMB Bank Trinidad & Tobago
10.2019 - 08.2021
- Managed and maintained a portfolio of corporate and commercial clients
- Led as Relationship Manager for the bank's Financial Sector portfolio (Credit Unions, Insurance Companies)
- Actively developed new strategies to solicit new business opportunities for the bank, locally and regionally
- Partnered with JMMB Investments and Securities with the co-managing and soliciting of corporate clients
- Collaborated with Treasury, Legal, Finance and Credit Risk on the structuring of new credit proposals and deal advisory
- Liaised with legal, compliance and internal audit in the resolution of related matters
- Assisted with the development and execution of business banking campaigns
- Performed in-depth financial, credit risk and industry specific economic analysis on potential business proposals and ongoing projects
- Worked with the Credit team on the underwriting and submission of credit proposals to the Credit Risk committee
- Responsible for overall portfolio and delinquency management of assigned client portfolios
- Managed and monitored the disbursement process associated with approved credit facilities
- Supervised and coached staff members at interim periods
- Collaborated with internal and external auditors for quarterly, mid-year and annual audit reviews.
Manager, Business Banking
CIBC FirstCaribbean International Bank Limited
03.2017 - 09.2019
- Built the business banking loan and investment portfolio for Trinidad & Tobago
- Responsible for the preparation and submission of business banking credit proposals to credit risk (Barbados)
- Managed the disbursement process for business banking/commercial credit facilities (CIBC Canada)
- Collaborated with external solicitors in the management & perfection of securities and related matters
- General oversight of the business banking portfolio to avoid potential delinquencies
- Liaised with local and regional counterparts to ensure adherence to and monitoring of AML, compliance and regulatory requirements (Curacao, Trinidad)
- Assisted the Branch Manager with general oversight of branch operations
- Supervised and coached junior staff members at interim periods.
Business Banker
NCB Merchant Bank (Trinidad and Tobago) Limited
02.2016 - 07.2016
- Assisted with the development of the bank's retail and commercial loan portfolio
- Generated revenue through the sale and administration of credit facilities
- Supported senior and executive management in campaigns for portfolio growth.
Business Development Officer
ANSA Merchant Bank Limited
08.2012 - 10.2015
- Executed business development and marketing strategies to generate new business for the bank
- Responsible for the preparation, submission and disbursement of retail and commercial credit facilities
- Collaborated with senior management in the successful growth and management of the lending portfolio
- Provided relationship management and advisory for commercial clients
- Worked closely with the bank's external legal counsel for the perfection of securities.
Operations Officer
Republic Bank Limited
10.2007 - 07.2012
- Worked with the FOREX and Foreign Trade team in executing foreign related requests for the bank
- Performed the duty as front line and cash center teller
- Liaised with all departments of the bank in resolving customer queries
- Acted as a support function for all areas of the bank
- Cross trained with the loan/sales department
- Successfully marketed the bank's product offering through cross selling and referrals.
Assistant MBA Reviewer
School of Higher Education
05.2022 - Current
- Assist lecturers with the reviewing of MBA assignments for various modules; Corporate Innovation and Entrepreneurship, Leading and Managing Organizational Resources, Strategy and Global Competitive Environment
- Coaches and guides students on the relevant theories for each MBA Module
- Provides critical feedback and mentorship for MBA modules
- Assists with the restructuring of MBA assignments in preparation for formal submission to the U.K.
Freelance Academic Consultant
Tribunus Business Solutions Ltd
05.2022 - Current
- Thesis and dissertation support/review (MBA, MBA-Finance & Msc.)
- Restructuring and formatting guidance of Thesis and Dissertation papers (MBA, MBA-Finance & Msc.)
- Assignment reviews, consultancy and formatting for both undergraduate and graduate level business programs
- Education and Curriculum content development for advanced certifications and undergraduate programs
- Professional C.V
- Writing and development.
Freelance Business Consultant
Tribunus Business Solutions Ltd
- Current
- Assists with the implementation of business frameworks for SMEs
- Develops financial and cashflow projections for potential business projects
- Acts as a liaison/mediator between client and financial institution for financing requests
- Leverages networking and communication skills to foster new business growth
- Provides SMEs with general business and financial advice for organizational sustainability.
Course Content Creator & Developer
Freelance
- Current
- Assists with the creation and development of course content for upcoming modules and educational programs
- Collaborates with tertiary education schools in the successful launch of new courses and educational content.
Education
MSc. in Psychology -
Liverpool John Moores University
01.2025
Master of Business Administration (MBA) -
University of Bedfordshire
03.2022
Bachelor of Business Administration (BBA) -
University of Hertfordshire
01.2011
Associate of Science Degree in Management -
UWI School of Business and Applied Studies - Trading as Roytec
11.2010
Skills
- Financial Competencies
- Corporate and Commercial Credit
- Business Development
- Credit Management
- Financial Advisory
- Sales Management
- Revenue generation
- Risk Management
- Relationship Management
Certification
- Essentials of Corporate Finance Specialization
- Advanced Professional Certificate in Strategic Financial Management
- Complete T&T Taxation
- AML and Compliance training and participation certifications
Academic Competencies
- Academic Consultancy
- Course Content Creation
- Student Guidance and Mentorship
- Assignment Review and Criticism
Financial Competencies
- Corporate and Commercial Credit
- Business Development
- Credit Management
- Financial Advisory
- Sales Management
- Revenue generation
- Risk Management
- Relationship Management
References
- Mr. Hilton Hyland, Retired Banking Professional, Republic Bank, 868-684-9497
- Mrs. Devati Mooleedhar, Commissioned Board Member, Water and Sewerage Authority, 868-687-9770
- Mr. Jimmy Ramkhelawan, Lecturer & Thesis Supervisor, School of Higher Education, 868-763-5348
- Mr. Andre Falby, Chief Risk Officer, Home Mortgage Bank, 868-468-1025
Timeline
Assistant MBA Reviewer
School of Higher Education
05.2022 - Current
Freelance Academic Consultant
Tribunus Business Solutions Ltd
05.2022 - Current
Finance Business Partner
Enable Homes Trinidad and Tobago Limited
08.2021 - 09.2022
Relationship Manager, Business Banking
JMMB Bank Trinidad & Tobago
10.2019 - 08.2021
Manager, Business Banking
CIBC FirstCaribbean International Bank Limited
03.2017 - 09.2019
Business Banker
NCB Merchant Bank (Trinidad and Tobago) Limited
02.2016 - 07.2016
Business Development Officer
ANSA Merchant Bank Limited
08.2012 - 10.2015
Operations Officer
Republic Bank Limited
10.2007 - 07.2012
Relationship Manager, Commercial Lending
Massy Finance GFC Limited
- Current
Freelance Business Consultant
Tribunus Business Solutions Ltd
- Current
Course Content Creator & Developer
Freelance
- Current
MSc. in Psychology -
Liverpool John Moores University
Master of Business Administration (MBA) -
University of Bedfordshire
Bachelor of Business Administration (BBA) -
University of Hertfordshire
Associate of Science Degree in Management -
UWI School of Business and Applied Studies - Trading as Roytec
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