JAKE FARRUGIA
Toronto
Summary
Experienced in delivering tailored financial guidance, service alternatives, and product suggestions to meet specific debt management requirements. Skilled at devising and executing comprehensive plans for individuals and organizations. Well-versed in understanding the various factors that influence credit scores and adept at implementing strategies to facilitate financial recovery.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Analyst
Debt Helpers
10.2024 - 01.2025
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Maximized debt reduction results with thorough research on creditors'' policies and practices.
- Developed tailored strategies, effectively resolving complex client cases involving bankruptcy or litigation threats.
Mortgage Agent
Cognitive Capital
02.2022 - 09.2024
- Build prospect list through direct outbound calls
- Network with realtors to build referral partnerships for mortgage clients
- Manage client relationships
- Oversee end-to-end application process
- Work with lenders to get top mortgage products for my clients
Client Success Manager
Repair Lift
02.2020 - 02.2022
- Manage relationships with new and existing clients
- Act as a project manager internally to oversee complex marketing funnels
- Hold fulfillment teams accountable for executing marketing work
- Hold bi-weekly or monthly review calls with clients
- Field requests and concerns & provide solutions to keep irate clients retained
- Recommend additional products & solutions
Customer Service Representative
Bram City Taxi
10.2018 - 02.2020
- Responding to customer enquiries while providing exceptional customer service
- Inputting customer orders into data system correctly to ensure promptness and accuracy of dispatch response
- Responsible for receiving and rectifying customer complaints
Ad Designer
Tycoon Media
03.2017 - 09.2018
- Video planning and production
- Manage customer accounts
- Video Production/Script Writing
Customer Service Representative
Sobeys
04.2016 - 05.2017
- Provide legendary customer service in order to provide a pleasant shopping experience and ensure longevity of customer loyalty
- Keep up to date product location and tagging knowledge
- Maintain cleanliness and product presentation store-wide to ensure customer appeal
- Receive payments and provide correct change
- Responsible for ensuring till remains balanced to submit daily revenue
Education
High School Diploma -
Heart Lake Secondary School
Culinary
George Brown College
Toronto, ONSkills
- CRM (Zoho)
- Microsoft Office (Word, Excel & Powerpoint)
- Adobe Photoshop
- Negotiation
- Lead Generation
- Problem Solving
- Innovative Thinking
- Creative
- Strong Work Ethic
- Quick Learner
- Approachable
- Enthusiastic
- Highly Motivated
Languages
English
Native or Bilingual
Certification
First Aid Level C
Mortgage License
Timeline
Financial Analyst
Debt Helpers
10.2024 - 01.2025
Mortgage Agent
Cognitive Capital
02.2022 - 09.2024
Client Success Manager
Repair Lift
02.2020 - 02.2022
Customer Service Representative
Bram City Taxi
10.2018 - 02.2020
Ad Designer
Tycoon Media
03.2017 - 09.2018
Customer Service Representative
Sobeys
04.2016 - 05.2017
Culinary
George Brown College
High School Diploma -
Heart Lake Secondary School
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