Bashir Abdiladif
Mississauga,ON
Summary
With over ten years of customer service experience in various industries, I bring a unique blend of skills and expertise to the table. As a multilingual professional with proficiency in English, French, and Dutch, I'm confident in my ability to effectively communicate with clients from diverse backgrounds. My strong interpersonal skills, active listening, and empathy enable me to build trust and provide exceptional service, while my problem-solving and critical thinking skills allow me to efficiently address client concerns.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Income Tax Preparer/ Client support
AZIZ ACCOUNTING & INCOME TAX SERVICES
03.2014
- Verified documentation to identify cases of misinterpretation or miscalculations in data entry.
- Conducted interviews with clients to gather information about taxable income, previous tax returns, deductible expenses, or allowances incurred.
- Calculated fees for tax services based on the complexity and time spent on each client's case.
- Entered data using tax forms and tables to determine clients' tax liabilities.
- Developed tax preparation plans by reviewing income statements or previous returns.
- Scheduled meetings with clients to discuss tax compliance matters.
Client Relations Officer
AMDirect Corp
05.2008 - 06.2024
- Welcome & greet customers warmly and provide immediate and courteous service.
- Experience working collaboratively with diverse teams to achieve common goals.
- Strong ability to manage multiple tasks and prioritize responsibilities, ensuring that inquiries and issues are handled in a timely manner.
- Familiarity with various types of mortgage products available in the market, including fixed-rate, variable-rate, high-ratio, conventional, and specialty mortgages.
- Respond promptly to inquiries from current of prospective customers in person, via phone or email.
- Ensure customer engagement satisfaction in all interactions.
- Advised/ educate clients about our product/ service offering customers in a needs-based conversation to identify potential opportunities.
- Awareness of the regulatory environment governing mortgage lending in Canada, including the rules set by the Financial Services Regulatory Authority of Ontario (FSRA), the Office of the Superintendent of Financial Institutions (OSFI), and other relevant bodies.
- Contribute to business results and the overall experience delivered in the company.
- Follow through on risk and compliance processes and policies to ensure & safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Perform initial problem solving within given rules/limits & escalates when required.
- Detail-oriented professional, self-motivated and team-focused, with a proven ability to deliver results in dynamic environments
Education
Diplôme d'études en langue française - DELF B2
01.2019
CSC
Canadian Securities Institute
Toronto, ONRe-learn MS Word & Excel Workshop
The Learning Place
MississaugaReal Estate Transaction Management Software
Real Estate Certificate - undefined
OREA Real Estate College
01.2010
Canadian Mortgage Industry Course - undefined
CAAMP
Insurance Broker License - RIBO
Registered Insurance Brokers of Ontario
College Diploma - Legal and Social Services
ROC ID College
01.1999
Skills
- Client support
- Goal-oriented
- Problem-solving aptitude
- Effective relationship management
- Proficient in digital tools
- Proficient in mortgage and debt solutions
- Administrative support
- Effective organizational skills
- Proficient in privacy compliance standards
- Filogix expertise
- Effective problem resolution
- Effective time management
- Collaborative team member
- Risk assessment expertise
- Income tax preparation
Languages
English
Full Professional
French
Professional Working
Dutch
Full Professional
Certification
- Canadian Securities Certificate
Interests
Like to be playing soccer & riding bicycles
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit Sharing4-day work weekFlexible work hoursSoftware
Microsoft Outlook, Microsoft Teams, CRM Software, Excel, Gmail & Filogix
Accomplishments
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Achieved numerous recommendations from highly satisfied clients.
- Achieved high customer satisfaction by obtaining positive results.
Timeline
Income Tax Preparer/ Client support
AZIZ ACCOUNTING & INCOME TAX SERVICES
03.2014
Client Relations Officer
AMDirect Corp
05.2008 - 06.2024
Real Estate Transaction Management Software
Real Estate Certificate - undefined
OREA Real Estate College
Canadian Mortgage Industry Course - undefined
CAAMP
Insurance Broker License - RIBO
Registered Insurance Brokers of Ontario
College Diploma - Legal and Social Services
ROC ID College
Diplôme d'études en langue française - DELF B2
CSC
Canadian Securities Institute
Re-learn MS Word & Excel Workshop
The Learning Place
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