Tamara Logan
Kingston
Summary
Experienced banker with ability to evaluate business processes, financial performance, and strategic initiatives to ascertain alignment with growth, compliance, and revenue objectives. Ability to analyze market trends, identify opportunities and threats, and develop business strategies that align with organizational goals. Capable of identifying issues, gather relevant information, analyze data, and propose practical solutions to challenges/inefficiencies.
Overview
18
18
years of professional experience
Work History
Retail Support Officer
National Commercial Bank Jamaica Limited
2022.01 - Current
- Extract financial and sales performance data from Oracle General Ledger, SQL, Power BI dashboards, and Sales and Service Management databases
- Create MS Excel models to analyze data for tracking, monitoring and reporting on the financial performance of the division including 27 branches and six financial centres, comparing actual performance against budget/target; performance metrics of sales officers, branches, and financial centres against predefined KPIs to identify top/under performers, areas of improvement, and to facilitate incentive payments; results of sales campaigns and initiatives to assess achievement of campaign objectives; financial and sales performance outcomes to identify trends and forecast future performance
- Participate in strategic discussions aimed at creating action plans on how to achieve the division’s objectives.
Sales and Service Support Officer
National Commercial Bank Jamaica Limited
2020.07 - 2022.12
- Assisted in the development and implementation of sales strategies and initiatives aligned with competitors’ offerings and industry trends to achieve the division’s loan and deposit growth targets
- Supported branch managers and sales officers in executing sales activities and campaigns to maximize effectiveness and sales results
- Assisted branch managers in administering monthly coaching sessions and creating practical action plans to enhance the performance of assigned sales officers
- Facilitated periodic training sessions with select sales officers and branch managers on leveraging the sales management database and predefined sales tools to optimize sales outcomes
- Managed the division’s performance improvement program for underperforming sales officers intended to improve sales productivity and performance.
Internal Audit Officer
National Commercial Bank Jamaica Limited
2015.01 - 2020.07
- Planned and executed risk-based audit reviews in accordance with the International Standards for the Professional Practice of Internal Auditing for processes aligned to the Group’s operations
- Utilized MS Excel, MS Vizio and audit management software Teammate to conduct thorough analyses of information/data related to business processes/strategies, and adequately document results
- Compiled audit reports detailing audit findings including practical recommendations on how to improve on areas of inefficiencies/breaches identified from the review process
- Facilitated quarterly follow-up discussions with process owners to confirm timely resolution of unresolved audit issues, ensuring adequacy of corrective actions implemented to enhance compliance and operational efficiency.
Business Development Representative
National Commercial Bank Jamaica Limited
2013.11 - 2014.12
- Executed sales activities aimed at achieving assigned sales targets while fostering long-term customer relationships
- Assessed customers’ applications and supporting documents for credit facilities to determine credit worthiness
- Prepared and submitted credit proposals for final review by the credit underwriting team based on assessment of customers’ credit worthiness.
Teller
National Commercial Bank Jamaica Limited
2006.03 - 2013.10
Business Support Officer
National Commercial Bank Jamaica Limited
2006.03 - 2013.10
Lobby Officer
National Commercial Bank Jamaica Limited
2006.03 - 2013.10
Education
MSc: Accounting -
University of the West Indies, Mona
11.2010
BSc: Banking and Finance -
University of the West Indies, Mona
11.2007
Skills
- Data Analysis and Visualization
- Verbal and Written Communication
- Financial and Business Analysis
- Results Driven
- Process Flow Documentation and Design
- Creative and Innovative
- Financial Modelling
- Problem Solving
Timeline
Retail Support Officer
National Commercial Bank Jamaica Limited
2022.01 - Current
Sales and Service Support Officer
National Commercial Bank Jamaica Limited
2020.07 - 2022.12
Internal Audit Officer
National Commercial Bank Jamaica Limited
2015.01 - 2020.07
Business Development Representative
National Commercial Bank Jamaica Limited
2013.11 - 2014.12
Teller
National Commercial Bank Jamaica Limited
2006.03 - 2013.10
Business Support Officer
National Commercial Bank Jamaica Limited
2006.03 - 2013.10
Lobby Officer
National Commercial Bank Jamaica Limited
2006.03 - 2013.10
MSc: Accounting -
University of the West Indies, Mona
BSc: Banking and Finance -
University of the West Indies, Mona
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