Annie B. Kallan

• Processed orders for Customers in all time zones, in a professional and timely manner.
• Increased customer satisfaction by addressing and resolving issues/complaints.
• Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
• Prepared and expedited shortage reports, daily and weekly.
• Reviewed and processed batch allocations with the confirmation of the Customers.
• Investigated and handled returns for defective products and shortages.
• Provided support to all Team Members with shortage reports, orders and any additional reports as needed.

Funding Analyst

• Reviewed incoming lease/loan documents and assessed applicants eligibility for approval.
• Verified the authenticity of information provided by the applicant in order to reduce any risks.
• Prioritized lease/loan approvals based on the needs of the Brokers and the Customers.
• Registered various types of PPSA Lien for leases/loans in the appropriate province(s).
• Collaborated with the Credit Team to reduced any risk factors based on credit profile.
• Worked closely with the Brokers and the Customers to ensure leases/loans were approved and processed efficiently, in a timely manner and ensured monthly targeted goals were met.
• Developed and maintained professional relationships with Brokers, Customers, all levels of Management, and Co-workers.

Securitization Coordinator

• Reviewed and scrutinized all leases/loans processed by the Funding Team.
• Verified all information provided on the lease/loan is accurate, has been entered in the system correctly and registered correctly in the appropriate province(s).
• Confirmed all credit and funding requirements for each lease/loan were met.
• Ensured leases/loans comply with applicable laws, standards and are in compliance with company policies and procedures.
• Processed requests for PPSA lien discharges from all Teams.
• Handled the enrollment of Coverage Of Insurance for various types of leases based on their type of business and that of the company requirements.
• Documented quality assurance activities and created audit reports.
• Provided year end audit support and support to other Teams as needed.

• Handled all Contract Vendors and Accounts including maintaining all contract files, ensuring that all services and contracts are implemented according to the contract specifications and analyze for maximum service and cost control.
• Ensured all stores had support when a maintenance issue arose with any contract vendor.
• Coordinated in-store projects ensuring they did not interrupt the daily operations of the stores.
• Processed all invoices including: coding, checking accuracy of pricing and maintaining tracking system ensuring no invoices were missing.
• Completed monthly accruals and assisted with monthly review of maintenance accounts.
• Assisted with preparation of budgets for contract maintenance accounts.
• Performed monthly analysis of maintenance expenses.
• Assisted in responding to standard maintenance requests from all stores.

Customer Service Department

• Managed three shared inboxes for the Customer Service Department. Handled and respond to all email requests from customers.
• Assigned tasks/follow-ups to the CS Reps and assisted Reps with questions/inquiries.
• Verified all due date changes and payment deferrals from the CS Reps.
• Organized and managed all bi-weekly due date changes for lease/loan accounts.
• Reviewed and verified all option letters, statement of account, vehicle release letters, etc.

Collections/Loss Recovery Department

• Set-up Bailiff Files for delinquent accounts.
• Prepared and mailed 30 Day Letters for past due accounts via register mail.
• Generated and mailed delinquency letters to customers.
• Managed and logged all payment extensions for loan accounts.

Lease Customer Network Department

• Audited liability statements.
• Skip traced outstanding accounts.

Operations Support Coordinator

• Coordinated company events and meetings.
• Arranged flights and hotel accommodations for Regional & Store Managers.
• Managed all AMEX expenses and reports for the Operations team.
• Posted weekly newsletters, memos and other information to online training site.
• Assisted with store closure procedures, store promos and incentives for store employees.
• Prepared and analyzed financial reports.
• Managed monthly Credit Bureau of Canada Collections list.
• Applied garnishments, online payments and Credit Bureau cheques to customers account.
• Posted Customer Benefit Program payments for all stores.
• Ordered gold medals/plaques for stores based on top sales and performance.
• Provided customer service support to customers.
• Participant of the Social Committee, assisted with fundraising and planning charity events for the Boys and Girls Club of Canada.

Receptionist

• Greeted and redirected all guests to contact person(s) or department.
• Answered and transferred all incoming calls.
• Booked all meetings and ensured meeting rooms were set up properly.
• Organized and distributed all mail.
• Managed the company directory for offices and stores.
• Maintained and ordered business cards, office supplies, printer/copier toner cartridges and coffee/tea supplies.

• Prepared and organized all invoices alphabetically for bimonthly invoicing. Input all inventory data into the ACCPAC system.
• Entered all invoices into ACCPAC for Accounts Payables.
• Prepared monthly sales and purchases summary for CEO. Handled cheque deposit in absence of the Bookkeeper.
• Managed filing system for Accounts Receivables and Accounts Payables.
• Answered and re-directed all incoming calls using a 6-line system.
• Greeted customers/suppliers and directed them to contact person.
• Maintained mailing list database for promotional products and flyers.
• General office duties such as filing, faxing, photocopying scanning and typing of general letters/documents.

• Executive assistant to the President, Vice-President, Finance Controller and administrative support for the Accounting Department.
• Greeted customers and clients, directed them to contacts or service areas.
• Answered and transferred incoming calls using an 8-line system.
• Maintained all customer accounts in the absence of the Accounts Receivables Manager.
• Set up new accounts, processed payments and handled collections for past due accounts.
• Prepared daily cheque deposit.
• Entered data for the Estimating and Detailing Departments.
• Handled all incoming/outgoing mail and arranged all courier pick-ups/deliveries.
• Maintained and handled inventory of office supplies.
• General office duties such as filing, faxing, photocopying, scanning and typing of general letters/documents.
• Participant and officer of the Social Committee, organized company functions.