Toronto · Corporate Banking & Credit Analysis

Credit analysis grounded in portfolio ownership.

Finance professional with experience in credit assessment, covenant monitoring, portfolio risk management, lending documentation, and financial modelling. Currently completing a BComm in Economics & Management Science.

Professional Experience

01

Account Executive, Credit and Risk

Riviera Finance of Texas, Inc.

  • Analyzed and authorized credit limits up to $50,000 across a diversified commercial portfolio spanning logistics, co-packing, staffing, and other service businesses.
  • Monitored portfolio exposure and covenant compliance to maintain credit quality and identify deteriorating risk early.
  • Assessed borrower repayment capacity using Equifax and Ansonia commercial credit data to make informed credit decisions.
  • Managed client relationships, negotiated payment plans, and prepared delinquency, write-off, and monthly rebate reports.
  • Drafted and verified recourse agreements, addendums, and demands for payment; authorized wire, EFT, and ACH transactions while enforcing security defaults.

ResultConsistently exceeded the monthly credit and collections target of $800,000.

02

Legal Assistant

SK Lawyers Professional Corporation

  • Drafted and reviewed transactional agreements supporting high-value real estate and business closings.
  • Handled corporate transaction work including PPSA registrations, incorporations, annual returns, and amendment filings.
  • Managed private-lending, mortgage, refinancing, and asset purchase and sale transactions, as well as wills and estates matters.

ResultIndependently processed high-value transactions and contributed to approximately 20% revenue growth.

03

Peer Assisted Study Session Leader, Business Finance 300

Humber College

  • Led weekly sessions for 25 students and built revision packs, mock tests, and quizzes to explain complex finance concepts clearly.

ResultIncreased the course pass rate by approximately 10% through targeted review and simplified explanations.

Credit & Finance Projects

01

Credit underwriting

Commercial Mortgage Credit Memo

Credit assessment of approximately $800K in commercial mortgage financing, covering operating cash flow, repayment capacity, leverage, LTV, collateral, downside sensitivity, key risks, and proposed mitigants.

02

Financial modelling & valuation

Alphabet Inc. Three-Statement Model & DCF

Integrated operating assumptions across the income statement, balance sheet, cash flow statement, and DCF, with sensitivity analysis across WACC, terminal growth, and exit-multiple assumptions.

03

Economic research

Is Canada in a Housing Bubble?

Research on housing valuation, household leverage, price-to-rent trends, interest rates, and supply constraints, with attention to their implications for sector and credit risk.

Education, Training & Skills

Education

Toronto Metropolitan University

Bachelor of Commerce, Economics & Management Science

GPA: 4.25 / 4.33 · Dean’s Honors List · Expected April 2027

Humber Polytechnic

Advanced Diploma, Business Administration

GPA: 91.1% (4.0 / 4.0) · Dean’s Honors List

Professional training

Wall Street Prep

  • Excel Crash Course
  • Financial Statement Modeling
  • Debt Capital Markets Primer

Publication

Money, Mistakes & Everything in Between

A practical personal finance book for Gen Z covering investing, compounding, budgeting, debt, income growth, and lifestyle creep.

View on Amazon ↗

Credit & Finance

  • Credit underwriting
  • Covenant monitoring
  • Financial statement analysis
  • Portfolio risk management

Technical

  • Advanced Excel
  • Forecasting & sensitivity analysis
  • Financial modelling
  • Equifax & Ansonia
  • PPSA registration

Professional

  • Risk-based decision making
  • Client relationship management
  • Legal documentation
  • Delinquency reporting

Corporate banking and credit opportunities

Based in the Greater Toronto Area and completing my BComm in April 2027.