Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Agatha N. George

Markham,ON

Summary

Results-driven finance professional with over eight years of experience in the financial services industry, specializing in recovery, risk management, and estate planning. Proven track record working alongside collection specialists, legal teams, and in law firm environments to support debt recovery and asset management processes. Skilled in navigating complex financial cases with discretion, accuracy, and a client-focused approach.

Overview

12
12
years of professional experience

Work History

Collection Customer Service Representative

Consolidated Recovery Systems
02.2025 - Current
  • Reduced outstanding receivables by consistently following up on overdue payments and negotiating payment arrangements.
  • Streamlined the collections process for enhanced efficiency and accuracy in tracking delinquent accounts.
  • Utilized advanced skip-tracing techniques to locate hard-to-find debtors, increasing the likelihood of successful collections efforts.
  • Supported continuous improvement initiatives by actively contributing ideas for process enhancements that would drive better results in collections operations.

Estate Planning Manager

Tangerine Bank
11.2022 - 02.2025
  • Manage a portfolio of estate and Power of Attorney clients, ensuring accurate processing of legal documentation for settlements and designations.
  • Guide executors on preparing required documentation, such as letters of direction, indemnity agreements, and affidavits.
  • Collaborate with Legal, Risk, Fraud, Service, and Sales teams to validate and complete documentation.
  • Ensure compliance with legal requirements while maintaining accuracy and consistency in document review.

Credit Specialist

Tangerine Bank
03.2017 - 11.2022
  • Oversaw accounts receivable for high-risk accounts, including collections, forecasting, and credit holds.
  • Identified and resolved payment delays through root-cause analysis and process improvement initiatives.
  • Handled consumer complaints and provided customized solutions to drive positive outcomes.
  • Conducted detailed customer account analysis, resolving billing and invoicing discrepancies.

Collections Agent

Gatestone and Co.
03.2013 - 02.2017
  • Recovered delinquent accounts through effective negotiation and problem-solving strategies.
  • Maintained detailed and organized account records, ensuring compliance with financial regulations.
  • Developed and implemented payment plans tailored to clients’ financial situations to maximize recovery rates.
  • Consistently met or exceeded monthly collection targets, contributing to overall departmental success.
  • Investigated and resolved customer disputes by providing clear explanations and offering practical solutions.

Education

Communication

Seneca College
Markham, ON

High School Diploma - undefined

Father Michael Mcgivney Catholic School
Ontario
09.2005

Skills

  • Relationship building
  • Permitting coordination
  • Teamwork and collaboration
  • Customer service
  • Time management
  • Organizational skills
  • Adaptability and flexibility
  • Effective communication
  • Scheduling coordination
  • Project management
  • Positive attitude
  • Problem-solving
  • Multitasking Abilities
  • Excellent communication
  • Reliability

Languages

English
Native or Bilingual

Timeline

Collection Customer Service Representative

Consolidated Recovery Systems
02.2025 - Current

Estate Planning Manager

Tangerine Bank
11.2022 - 02.2025

Credit Specialist

Tangerine Bank
03.2017 - 11.2022

Collections Agent

Gatestone and Co.
03.2013 - 02.2017

Communication

Seneca College

High School Diploma - undefined

Father Michael Mcgivney Catholic School

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Agatha N. George