Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chidumebi Jack-Davies

Toronto

Summary

• Motivated professional with over three years of experience in banking, customer service, and retail, aspiring to
roles in Administrative, Budget Analysis, Credit Analysis, or Billing Clerk.
• Proven track record of managing financial transactions with precision, delivering exceptional customer
service, and maintaining high organizational standards.
• Adept at multitasking, thriving in fast-paced environments, and committed to fostering equity, diversity, and
inclusion.
• Strong interpersonal skills with a talent for building positive relationships with both colleagues and clients.
• Proficient in financial documentation and record-keeping, ensuring accurate updates of tax payments and
account status in system records.

Overview

5
5
years of professional experience

Work History

Property Tax Representative

First National LP
05.2024 - Current
  • Remit property taxes punctually according to municipal due dates, ensuring compliance with local regulations.
  • Monitor clients’ tax escrow accounts to maintain sufficient funds for tax payments, initiating follow-ups with clients to secure additional funds when required.
  • Maintain direct and effective communication with municipalities across Canada regarding customer accounts.
  • Respond promptly and accurately to client and investor tax inquiries, providing clear and detailed information.
  • Update system records with proof of tax payments for clients managing their own taxes, ensuring accurate documentation.
  • Complete special projects as assigned by the supervisor, contributing to team objectives and process improvements.
  • Adhered to AML policies and procedures, ensuring compliance with regulatory requirements.

Finance Clerk

Myth Pharmacy
04.2023 - 03.2024
  • Organized budget documentation and tracked expenses to maintain tight business controls.
  • Minimized risk of errors by accurately processing invoices, payments and other financial transactions.
  • Assisted with preparation of monthly financial statements and reports to inform management.
  • Maintained accurate records of financial transactions in alignment with regulatory requirements.
  • Provide general administration and clerical support duties comprised of filling,mailing and scanning.

TDMS-Third-Party Residential Underwriter

First National LP
05.2022 - 09.2022
  • Conducted thorough verification of solicitor entitlements and employment documentation, ensuring accuracy and compliance.
  • Managed document accuracy and compliance with AML and QA policies, maintaining high standards of regulatory adherence.
  • Facilitated effective communication with solicitors for mortgage processing, including sending lists of outstanding conditions, mortgage commitments, and mortgage advance breakdowns.
  • Advised solicitors on the release of funds, ensuring clear and timely communication to facilitate smooth transactions.

Accounts Receivable Clerk

Stay Chic
01.2020 - 05.2022
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Responded to inbound inquiries regarding accounts and payments.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
  • Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Matched purchase orders with invoices and recorded necessary information.

Education

Bachelor of Arts - Economics

York University
Toronto, ON
06-2024

Skills

    Software: Microsoft Office - Google Suite - R - Tableau - Microsoft Access – STATA- Optimus- Merlin - Data Analysis and Interpretation - Data Management- Database Systems-Invoice processing-Accounts receivable-Accounts payable-Payment posting-Invoicing procedures-Bookkeeping-Invoice verification

Timeline

Property Tax Representative

First National LP
05.2024 - Current

Finance Clerk

Myth Pharmacy
04.2023 - 03.2024

TDMS-Third-Party Residential Underwriter

First National LP
05.2022 - 09.2022

Accounts Receivable Clerk

Stay Chic
01.2020 - 05.2022

Bachelor of Arts - Economics

York University
Chidumebi Jack-Davies