Dipen Thakkar
Commercial Credit Specialist @Meridian Credit Union
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WORK HISTORY
Commercial Credit Specialist @Meridian Credit Union
St. Catharines, ON, CA
Underwriting & Adjudication of Commercial Credit Applications for business loan portfolio across all sectors of the Canadian economy within the framework of the approved credit management policies. Key sectors include Land & Construction, Hospitality, Income Producing Real Estate and Other General diversified industries.Key responsibilities include providing credit adjudication, managing portfolio and acting as a key business partner to the Business Banking Delivery team.Assist on overall management and control of loan delinquency including close monitoring of higher risk accounts.Assist with completion of regulatory compliance reporting as required under Board Credit Management policy.
EDUCATION
Conestoga College
Ontario College Post-Graduate Certificate-Financial Technology, Financial Technology
CFA Institute
CFA, Financial Analysis and Portfolio Management
R.J. tibrewale College Of Commerce
Bachelor of Commerce (B.Com.), Accounting and Finance
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting & Finance & Taxation
ABOUT DIPEN THAKKAR
Dipen is a seasoned finance professional with over 11 years of experience in leading banks and financial institutions. He has dedicated 5.5 years to the risk departments of top Indian private sector banks and has been contributing to Ontario\'s largest credit unions since March 2022.Holding prestigious designations such as CFA and CA, along with a Bachelor\'s degree in Commerce, Dipen offers extensive knowledge and insights into the finance sector.Outside of his professional life, Dipen is an avid reader and enjoys delving into various informative podcasts. His dedication to continuous learning and his passion for knowledge drive his professional and personal growth.Dipen is particularly passionate about financial research, business valuation, financial analysis, business origination, underwriting, and adjudication.
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