Taylor Sutor

Portfolio Support Specialist @ATB Financial

Calgary, AB, CA

Supports multiple industry portfolios within the Commercial and Corporate Banking Sales teams and act as a liaison between Banking Operations teams and Sales function.o Utilize financial information to support analysis and administration of key support processes which include: financial analysis and data input, confirm margining calculations, trending analysis, financial covenant calculations and track remedies to completion.o Collateral Management - Reviewing and ongoing maintenance of security documents. Conduct periodic review to confirm collateral risk is sufficiently mitigated. o Supporting AML - in partnership with Experience Operations, ensure AML/ regulatory requirements are met and accurately maintained on an ongoing basis. o Develop, update and revise spreadsheets in support of tracking, calculations, and portfolio support of corporate and commercial clients.

Brigham Young University - Idaho

Bachelor’s Degree, Financial Economics

Chartered Professional Accountants of Canada (CPA Canada)

CPA, Professional Education Program (PEP) Candidate