Dawn Allen
Spirit River,Alberta
Summary
Well-organized professional equipped with varied experiences in administrative roles. Driven to increase overall efficiency while maintaining filing systems and screening and answering numerous phone lines daily.
Overview
13
13
years of professional experience
Work History
Receptionist Clerk
Town Of Spirit River
04.2018 - 03.2020
- Kept reception area clean and neat to give visitors positive first impression.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Handled cash transactions and maintained sales and payments records accurately.
- Maintained confidentiality of information regarding clients and company.
- Responded to inquiries from callers seeking information.
- Corresponded with clients through email, telephone, or postal mail.
- Answered phone promptly and directed incoming calls to correct offices.
- Assisted with various office tasks, as well as A/R & A/P
Warranty Clerk
Dave Ross Equipment Ltd
03.2017 - 03.2018
- Generated, posted and attached information to claim files.
- Verified client information by analyzing existing evidence on file.
- Maintained strong knowledge of basic medical terminology to better understand services and procedures.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Processed and recorded new policies and claims.
- Checked documentation for accuracy and validity on updated systems.
Business /Ag Lender
ATB Financial
08.2014 - 03.2016
- Developed lending and deposit business for company.
- Supported complete and accurate loan file documentation.
- Developed and maintained relationships with customers, lenders and other third parties.
- Processed loan applications and monitored progress from start to finish.
- Managed assigned loan portfolio for retention, growth and credit.
- Assisted customers with completing loan applications and other paperwork.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Explained very technical financial information to applicants in easy to understand language.
Personal Lender
RBC - Royal Bank
07.2011 - 08.2014
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Explained very technical financial information to applicants in easy to understand language.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Office Clerk Assistant
Dave Ross Equipment Ltd
06.2007 - 07.2011
- Pulled documentation and organized files for review.
- Collaborated with various departments to complete assigned tasks.
- Managed daily data entry and kept clerical information accurate and up-to-date.
- Input data into spreadsheets and databases.
- Utilized office management software to record and track customer information.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Maintained and updated office records, both digital and physical.
- Assisted with Accounts Receivables and Accounts Payables
Education
No Degree - Bookkeeping Level 1 & 2
Grande Prairie Regional College
Grande Prairie, AB09.2016
High School Diploma -
Rainbow Lake School
Rainbow Lake, AB06.1994
Skills
- Professional Communication
- Bank Deposits
- Verbal and Written Communication
- Bookkeeping Support
Timeline
Receptionist Clerk
Town Of Spirit River
04.2018 - 03.2020
Warranty Clerk
Dave Ross Equipment Ltd
03.2017 - 03.2018
Business /Ag Lender
ATB Financial
08.2014 - 03.2016
Personal Lender
RBC - Royal Bank
07.2011 - 08.2014
Office Clerk Assistant
Dave Ross Equipment Ltd
06.2007 - 07.2011
No Degree - Bookkeeping Level 1 & 2
Grande Prairie Regional College
High School Diploma -
Rainbow Lake School
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