Arnold Tam

• Review Canada and US tax documents (individual and corporate) to ensure completeness and accuracy in compliance with tax regulations for submission to reporting authorities such as: Canada Revenue Agency (CRA), Inland Revenue Services (IRS)
• Data entry of completed tax forms into the system
• Advice clients on how to complete rejected forms (ie: forms with incomplete or conflicting information from tax documents) to prevent future rejections
• Update client files as required (ie: tax residency status changes) throughout the account life cycle
• Suggest opportunities to improve service level and work process efficiencies in the team.

• Provided various administrative support to Claims Advisors including issuance of payments, letters, processing of incoming mail, cheques, uploading of media within SLA on claims
• Organized information and documents related to claims and responded to request for information from claims advisors
• Acted as a liaison between vendor and the department for information requests on behalf of claim advisors
• Provided coverage and trained colleagues on tasks as needed.

• Reviewed Canadian income supporting documents (such as NOA) received through various channels necessary for compliance in Canadian Personal and Small Business credit card adjudication process
• Send completed supporting documents to Credit Analysts for credit card approvals
• Advised Credit Analysts of rejected documents (ie: Incomplete or out-dated documents) for follow up with customers
• Advised business partners and customers of documents received in error and redirected to proper channels for processing in a timely manner
• Responded to credit applications status inquiries and information requests from branch partners and colleagues to ensure applications are processed within agreed timelines
• General Administrative duties such as: creation of credit file, track status of credit bureau reports from initial to final stage in credit cycle to determine proper handling procedure, tracking statistics for reporting, and relay voicemail message to appropriate staff members.

• Conducted Reference Checks on candidates' background information in compliance with clients' requirements (Education, Professional, Employment, Civil Litigation, Criminal, Credit)
• Assessed candidates' overseas educational credentials to determine equivalence to local educational credentials in verification process
• Translated supporting documents and information to facilitate the verification process
• Liaised and advised clients and candidates on reference check procedures, information needed and pricing
• Followed up on status of cases until completion within agreed timelines and prepared reports of findings for clients
• Responded to clients requests for information and queries in a timely manner.

● Conducted financial studies for the improvement of banking services
● Conducted social service studies for the improvement of public services

• Interpreted, translated and coded opened-ended survey data for various studies in English and French
• Measured effectiveness of consumer product television advertisements generating statistical analysis.