Jenna Thomas
Gros Islet,Grande Riviere
Summary
Results-driven banking professional with a keen eye for detail and extensive experience in data evaluation and analysis. Proven success in implementing streamlined assessment processes that enhance efficiency and accuracy, combined with strong problem-solving abilities for effective multitasking. Expertise in banking transactions consistently leads to high levels of client satisfaction, while a solid understanding of credit and loan processes supports ongoing professional development. A collaborative team player thriving in both independent and team environments, committed to delivering exceptional service and continuous improvement in banking practices.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Junior Credit Assessment Officer
1st National Bank St. Lucia Limited
02.2024 - Current
- Assessment of all retail credit submissions in line with policy.
- Maintenance of all Department records and reports in accordance with established guidelines.
- Ensure credit turn around time is met for lending proposals according to credit assessment framework guidelines.
- Provide timely and accurate reports on Credit Assessment activities to the Assistant Manager-Credit.
- Attend to all emails sent to the Credit Assessment mailbox and provide feedback/recommendation.
- Review all disbursement requests forwarded to the Credit Assessment mailbox and provide your recommendation to the Assistant Manager- Credit within the stipulated turnaround time.
- Ensure awareness of current bank activities; develop/maintain working knowledge of economic and industry factors that influence credit decisions.
- Risk and Compliance - comply with the Bank's risk and compliance requirements as per Credit policies and procedures.
- Policy - contribute to development, implementation and maintenance of credit policies and procedures.
- Any other duties assigned by management.
- Collaborated with cross-functional teams to analyse assessment data and identify improvement opportunities.
- Optimised decision-making processes through accurate and timely data-driven recommendations.
Teller
1st National Bank St. Lucia Limited
11.2019 - 02.2024
- Scan & file operations support documents and vouchers.
- Process deposits, withdrawals and payments.
- Process and cash cheques.
- Prepare excess cash for treasury.
- Perform balance check of vouchers and executed transactions.
- Extract and return cash to vault.
- Perform daily closing procedure.
- Prepare monthly current account statements.
- Servicing, balancing and up keeping of GFL ATM.
Education
Bachelor of Science - Accounting & Finance
UNICAF University
Lusaka12-2027
Associate of Science - Construction Engineering
Sir Arthur Lewis Community College
Morne Fortune08.2019
High School Diploma -
St. Joseph's Convent
Cedars Road, Castries06.2017
Skills
- Customer Service
- Microsoft Office
- Project Management
- Time Management Skills
- Analytical Thinking Skills
- Customer Service Skills
- Risk Assessment Skills
- Market Knowledge
- Problem Solving Skills
- Bookkeeping
- Organisational Skills
- Financial records and reporting
- GAAP understanding
- Financial analysis
Accomplishments
- Promoted to Lead Teller based on superior performance.
- Used Microsoft Excel to develop a tracking spreadsheets for expired Motor Insurance to ensure timely renewal.
- Used Microsoft Excel to develop a tracking spreadsheets for expired Life Insurance to ensure timely renewal.
- Used Microsoft Excel to develop a tracking spreadsheets for expired Fire Insurance to ensure timely renewal.
- Used Microsoft Excel to develop a tracking spreadsheet for turnaround times and SLA's for loans submitted to the Credit Assessment Department.
- Created a comprehensive report using Core Director to track and analyze approved loans that fall into arrears within the specified review period, enabling timely intervention and risk management.
Affiliations
Association of Chartered Certified Accountants (ACCA)
Certification
- Project Management, University of California, Riverside University Extension — December 2023
- Microsoft Excel 2019- Level 1, Advantage Caribbean Institute Ltd — November 2023
- Risk and Decision-Making- The CPD Certification Service — March 2025
- Diploma in Accounting and Finance- Oxford Home Study Centre —August 2025
- Diploma in Risk Management- The CPD Certification Service —August 2025
- Association of Chartered Certified Accountants
Exams passed: F3
Languages
English
French
Timeline
Junior Credit Assessment Officer
1st National Bank St. Lucia Limited
02.2024 - Current
Teller
1st National Bank St. Lucia Limited
11.2019 - 02.2024
Bachelor of Science - Accounting & Finance
UNICAF University
Associate of Science - Construction Engineering
Sir Arthur Lewis Community College
High School Diploma -
St. Joseph's Convent
Extra-curricular activities
Events Coordinator
Dare To Influence Youth Ministry, Castries 2019 — Present
- Organise all fundraising activities monthly.
- Attend executive meetings.
- Provide progress reports on planned and executed events.
Internships
Administrative Assistant at Hephzibah Christian Counselling Centre, Castries April 2020 — April 2021
- Organised computer files, sensitive documents and office supplies.
- Filed & retried documents.
- Entered company data and metrics into database.
- Inventory Management.
- Updating invoices.
Intern at Inland Revenue Property Tax Department, Castries July 2019 — August 2019
- Survey properties & calculate their values.
- Provide reports on daily surveys.
- Interview property owners to gather necessary information.
Intern at St. Lucia Teachers Union, Castries April 2015 — April 2015
- Maintained an organized filing system for the office, resulting in improved efficiency and accuracy
- Receptionist duties.
References
Mr. O'B Jay Francois | 1st National Bank St. Lucia Limited
ofrancois@1nbslu.com, +1 758 719 4968
Ms. Ima Lenton | 1st National Bank St. Lucia Limited
ilenton@1nbslu.com · +1 758 716 5577
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