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Catherine Tan

Loan Administration Manager


With over two decades in financial services, Catherine has honed her expertise in delivering outstanding service to clients and collaborating across all levels of the organization. At RBC Dominion Securities, she worked with one of the top investment teams in the country and was recognized for outstanding performance, underscoring her commitment to service excellence and analytic acumen. Her experience in implementing portfolio modeling tools and generating Investment Policy Statements (IPS) highlights her proficiency in managing complex financial instruments, a key asset in the private credit sector. 

Catherine graduated with honors from the University of British Columbia, where she earned her degree in Accounting, laying a solid foundation for her financial expertise. She has also achieved the Chartered Investment Manager (CIM) Designation, further enhancing her investment management and strategy proficiency.

Key Responsibilities
Catherine is responsible for client reporting and delivering precise and timely updates on loan performance and financial details. She also focuses on enhancing loan management through automation and monitors loan performance and covenant adherence to maintain high standards of operational efficiency.

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