Fahad Meer
Montreal,QC
Summary
Dedicated and results-oriented professional with a proven track record in banking and customer service. Possesses a comprehensive understanding of bank products and service, coupled with a keen ability to effectively communicate complex financial information. Demonstrates a strong commitment to accuracy, attention to detail, and compliance with regulatory standards. Proactive problem solver with excellent interpersonal skills, consistently contributing to a positive and collaborative team environment.
Overview
9
9
years of professional experience
Work History
Accounting Specialist
UMB Bank
07.2021 - 11.2022
- Ensured accuracy in financial reporting, maintaining compliance with accounting standards
- Reconciled multi-million-dollar treasury receipts, enhancing financial integrity
- Mentored a team of 6 new hires professional growth and performance improvement
- Completed training courses to deepen understanding of banking processes and systems
- Conducted comprehensive account reconciliations, successfully identifying, and resolving discrepancies
- Mentor and support team members, resulting in improved performance.
Collections Team Leader
Goldman Sachs
07.2019 - 12.2021
- Managed 150+ daily client interactions, maintaining exceptional service standards
- Consistently exceeded loan origination targets through strategic client assistance
- Mentored 15+ new hires, nurturing a culture of excellence and cooperation
- Recognized as a top performer for 9 out of 10 months among a team of 60 individuals
- Received numerous commendations for providing exceptional assistance during challenging situations
- Ranked as the top performer, demonstrating superior negotiation and collection skills.
Loan Advisor
Drive Time/Bridge Crest Financial
05.2019 - 07.2019
- Delivered exceptional customer service to clients facing unexpected financial obligations
- Consistently collected past due payments and negotiated payment plans, ensuring positive customer relationships
- Ranked as a top performer out of 152 employees
- Negotiated and collected over $650,000 in past-due payments, ensuring client satisfaction
- Evaluated applicants' credit, financial status, and property value to determine feasible payment plans.
Financial Associate
Fidelity Investments
08.2015 - 10.2018
- Resolved client queries related to loans, withdrawals, and other financial dealings, delivering thorough guidance and support
- Led the drive to enroll over 150,000 clients in retirement accounts, markedly boosting their trust and satisfaction
- Provided expert insights on retirement planning, tax considerations, and market trends, enabling clients to make savvy and informed choices
- Showcased proficiency in administering various retirement accounts, such as 401Ks, 403Bs, 401As, IRAs, and both government and non-government 457 plans
- Managed portfolios worth over 10 million dollars with skill and precision, reflecting a strong commitment to financial expertise and client confidence.
Collections Counselor II
TD Bank
08.2013 - 09.2015
- Maintained positive client relationships and effectively collected payments
- Skillfully managed high-volume delinquent accounts, demonstrating exceptional expertise in repossession, skip tracing, and other collection techniques
- Recognized with 4 Sparks Awards for top performance.
Education
BBA - Business
Tarleton State University
Fort Worth, TX12.2025
BBA - Accounting/Business Administration
DeVry University
Dallas, TX12.2025
High School Diploma -
Arlington High School
Arlington, TX06.2011
Skills
- Invoice Processing
- Risk Management Specialist
- Asset Management
- Banking Operations
- Conflict Management
- Customer Relationship Management
- Problem Resolution
- Wealth Management
- Organization and Time Management
- Regulatory Compliance
- Corporate Communication
- Collections
- Skip Tracing
Languages
English
Native or Bilingual
Urdu
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Accounting Specialist
UMB Bank
07.2021 - 11.2022
Collections Team Leader
Goldman Sachs
07.2019 - 12.2021
Loan Advisor
Drive Time/Bridge Crest Financial
05.2019 - 07.2019
Financial Associate
Fidelity Investments
08.2015 - 10.2018
Collections Counselor II
TD Bank
08.2013 - 09.2015
BBA - Business
Tarleton State University
BBA - Accounting/Business Administration
DeVry University
High School Diploma -
Arlington High School
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