Allison Ungvarsky
Ajax,Canada
Summary
Experienced self-starter with a strong work ethic and exceptional attention to detail. Thrives in fast-paced environments and excels under pressure, demonstrating high levels of organization, self-discipline, and adaptability. Confidently interacts with management and clientele, taking initiative in problem-solving by utilizing ingenuity and practical knowledge to effectively interpret and resolve issues.
Overview
18
18
years of professional experience
Work History
MFDO Analyst
National Bank of Canada
09.2022 - Current
- Analyze and investigate outstanding trades and resolve trade issues
- Investigate any TS and FS files that have not been received
- Analysis and corrective action on any outstanding No Orders (NOORD)
- Manually contract trade for PooledFunds
- Analysis and preparation for Payables and/or Receivables
- Produce cash journal entries in T80
- Approve/decline GIC purchases
Fulfillment Specialist
Mortgages of Canada
05.2021 - 05.2022
- Ensure that all client conditions and commitments are met for the lender in order to close the deal
- Use Doorr, DocuSign and Finmo
Counter Help
California Sandwich
09.2019 - 03.2021
- Perform opening tasks
- Ensure the till balances at the end of day
- Ensure countertops and all workspaces are clean
- Use POS
- Customer Service
Advisor Services Coordinator
Dundee Wealth
08.2011 - 12.2012
- Manage in-bound calls/emails from Advisors and clients regarding various Products and Services
- Provide advisors with technical support across various technology focused tools and resources
- Ensure internal and external escalation procedures are followed in a timely manner for prompt resolution
Database Commission Administrator
Dundee Wealth
09.2007 - 08.2011
- Update and maintain the commission systems for four companies within Dundee
- Assist with the annual T4A tax slip project
- Investigate and resolve rep queries
- Monthly reconciliation of balance sheet accounts
- Maintain representative metrics for various departments
Education
Honours Diploma - Police Foundations Program
Seneca College of Applied Arts & Technology
04.2004
Skills
- Team collaboration and leadership
- Attention to detail
- Data processing
- Deadline adherence
- Customer service
- Time management
Timeline
MFDO Analyst
National Bank of Canada
09.2022 - Current
Fulfillment Specialist
Mortgages of Canada
05.2021 - 05.2022
Counter Help
California Sandwich
09.2019 - 03.2021
Advisor Services Coordinator
Dundee Wealth
08.2011 - 12.2012
Database Commission Administrator
Dundee Wealth
09.2007 - 08.2011
Honours Diploma - Police Foundations Program
Seneca College of Applied Arts & Technology
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