Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Allison Berglund

Edmonton,AB

Summary

I am a business professional with over 15 years of experience in the customer service industry, and over 4 years’ experience in an administrative role. I have developed very strong skills in account reconciliation, data entry, compliance, document processing and general accounting practices. My experience with administrative duties includes office management, switchboard operation, the use of excel for tracking and data management, scheduling, general ledger posting and supply ordering. I am highly dependable, able to multi-task efficiently, and work well with minimal direction. Throughout the recent completion of my Accounting Technician program, I have gained valuable knowledge relating to bookkeeping, business accounting, tax preparation and completion and the use of accounting software such as Sage and QuickBooks. I have a strong interest in growing my career in the accounting industry.

Overview

18
years of professional experience

Work History

Private Residence

Caregiver, Special Needs
08.2020 - 02.2023

Job overview

  • Worked with individuals with special needs to increase social skills and independence.
  • Communicated well both verbally and in writing with clients, guardians, and medical professionals.
  • Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
  • Prepared meals and snacks to provide proper nutrition and hydration.
  • Transported individuals to events and activities, medical appointments, and shopping trips.
  • Assisted with financial and household management to enhance stability and security.

Government Of Alberta

Information Officer
02.2019 - 08.2020

Job overview

  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Promptly responded to inquiries and requests from personnel working in the Healthcare field.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Learned and maintained in-depth understanding of Government policies and legislation to offer knowledgeable and educated responses to diverse customer questions.
  • Compiled status and performance reports for team leaders to address company strengths and weaknesses.

Alberta Blue Cross

Customer Service Representative Specialist
02.2014 - 02.2019

Job overview

  • Built positive rapport and relationships for high levels of customer satisfaction.
  • Cross-trained and backed up other customer service managers.
  • Coached and mentored service representatives to deliver polite, professional customer interactions.
  • Kept high average of personal performance evaluations.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Provided backup to front desk to step in to assist with various tasks.
  • Resolved escalated customer service inquiries and complaints to maintain satisfaction.

Alterna Savings Credit Union

Sales Support Associate
03.2010 - 02.2014

Job overview

  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Handled any conditions sent from underwriting departments.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Prepared bank deposits and corporate cash shipments.
  • Presented audit findings to accounting manager after reviewing results and paperwork.
  • Managed daily flow of cash transactions to provide sufficient cash supply to meet customer needs.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Assisted with training of new tellers on policies and procedures.

Addition-Elle

Senior Sales Associate
05.2005 - 12.2010

Job overview

  • Greeted customers and provided product advice to increase sales.
  • Met or exceeded sales objectives on consistent basis to drive company growth.
  • Trained, coached, and mentored new sales associates for maximum performance.
  • Handled cash register operations and customer transactions to process payments.
  • Processed and stocked merchandise in accordance with store standards.
  • Scheduled workers and delegated assignments to effectively meet expected customer and business demands.

River City Credit Union

Member Service Representative
02.2008 - 03.2010

Job overview

  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Cross-sold credit cards, loans and other bank products.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Executed wire transfers, stop payments and account transfers.
  • Assisted with training of new tellers on policies and procedures.
  • Handled various accounting transactions.

Education

Robertson College
Edmonton, AB

Accounting Technician Diploma from Accounting Technician
04.2023

University Overview

Musquodoboit Rural High School
Middle Musquodoboit, NS

High School Diploma
06.2005

University Overview

Skills

  • Excellent Written and Verbal Communication
  • Extensive knowledge of Microsoft Office programs including Word and Excel
  • Ability to achieve and maintain high Quality Assurance
  • Entry Recording and Error Identification
  • Transaction Coding and Expense Allocations
  • Business Administration and Bookkeeping
  • Daily GL Reconciliations
  • Attention to Detail
  • Bill Payment and Recordkeeping
  • Maintained multiple databases
  • Privacy and Confidentiality
  • Business and Personal Tax Accounting Specialization

Timeline

Caregiver, Special Needs
Private Residence
08.2020 - 02.2023
Information Officer
Government Of Alberta
02.2019 - 08.2020
Customer Service Representative Specialist
Alberta Blue Cross
02.2014 - 02.2019
Sales Support Associate
Alterna Savings Credit Union
03.2010 - 02.2014
Member Service Representative
River City Credit Union
02.2008 - 03.2010
Senior Sales Associate
Addition-Elle
05.2005 - 12.2010
Robertson College
Accounting Technician Diploma from Accounting Technician
Musquodoboit Rural High School
High School Diploma
Allison Berglund