Summary
Kathleen Loli is a senior banking leader with nine years of experience across commercial and corporate banking, customer experience, and process improvement, now leading Onboarding, KYC and AML at Scotiabank. An Ivey MBA with deep grounding in corporate finance, she combines analytical rigor with hands-on operational delivery—having built Salesforce-driven CX dashboards, automated onboarding workflows, and led cross-functional integrations to improve CSAT and retention. She excels at translating financial and customer data into actionable product and service enhancements, while coaching teams through change. Fluent in Spanish and experienced across Peruvian and Canadian markets, she brings a pragmatic continuous-improvement mindset and a talent for aligning compliance, legal and tech stakeholders to accelerate customer outcomes. An unexpected detail: her GitHub bio hints at a wry realism, suggesting she balances strategic optimism with a clear-eyed view of risk and human behavior.
9 years of coding experience
Graduate Certificate Customer Experience, Graduate Certificate Customer Experience at Universidad del Pacífico (PE)
Master of Business Administration - MBA, Master of Business Administration - MBA at Ivey Business School at Western University
Bachelor's degree Economics, Bachelor's degree Economics at Universidad de Lima
Spanish, English