CHLOE LEE
15 Northtown Way, North York,ON,
Summary
Motivated and detail-oriented professional with a background in accounting, banking, and customer service, now transitioning into real estate. Known for strong communication skills, financial literacy, and a people-first approach. Passionate about guiding clients through major life decisions with empathy, accuracy, and professionalism.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Korean Catholic Church Credit Union
Toronto, Ontario
01.2024 - 05.2024
- Delivered exceptional customer service by greeting members and addressing account inquiries.
- Processed cash deposits, withdrawals, and check-cashing transactions accurately and in compliance with policies.
- Promoted financial products including GICs, loans, and mortgages while referring clients to specialists.
- Maintained accurate transaction records to ensure compliance with KYC and AML protocols.
Bookkeeper
Kevin K.H. Kim CPA
Toronto, Ontario
09.2022 - 09.2023
- Prepared and managed payroll schedules for over 800 employees using FormMaster software, ensuring full compliance with payroll regulations.
- Accurately prepared and filed tax forms including T4, T4A, and T5018, and submitted related summaries to the Canada Revenue Agency.
- Issued Records of Employment, Employer Health Tax, and Workplace Safety and Insurance Board payments over 50+ clients.
- Oversaw general ledger accounts, conducted bank reconciliations, and managed accounts payable and receivable for accurate financial recording.
Education
Bachelor of Arts - Human Resources Management
York University
Toronto08-2022
Skills
- Client Relationship Management
- Regulatory Compliance & Transaction Accuracy
- Data Entry & Record Keeping
- General Ledger & Reconciliation
- Attention to Detail
- Problem-Solving
- Time Management
- Confidentiality & Integrity
Certification
- Humber College : Real Estate Salesperson Program - Pre- Registration Phase (Completed)
Languages
English
Native/ Bilingual
Korean
Native/ Bilingual
References
References available upon request.
Timeline
Customer Service Representative
Korean Catholic Church Credit Union
01.2024 - 05.2024
Bookkeeper
Kevin K.H. Kim CPA
09.2022 - 09.2023
Bachelor of Arts - Human Resources Management
York University