HANA FAZELI
Coquitlam,BC
Summary
Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. The objective is to further grow my knowledge in every job role I step into.
Overview
13
13
years of professional experience
Work History
Business Operations Specialist
Ascentus Capital Group
Vancouver, British Columbia
04.2024 - Current
- Developed and implemented business process optimization strategies to improve operational efficiency.
- Analyzed current business processes and identified areas for improvement.
- Provided guidance and support to management on best practices related to operations and business strategy.
- Managed budgeting activities such as forecasting expenses, tracking spending, analyzing cost savings opportunities.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Monitored operations and reviewed records and metrics to understand company performance.
- Maintained positive working relationship with fellow staff and management.
- Completed day-to-day duties accurately and efficiently.
- Managed inventory and supplies to ensure materials were available when needed.
Documentation Specialist
Bank Of Montreal
Vancouver, BC
05.2022 - 04.2024
- Support all sales forces in the opening, maintaining and closing of accounts and services.
- Manage risk and regulatory requirements through the timely preparation, review and analysis of treasure management agreements and deposit account documentation.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Advises and guides on sales legal documentation to clients and internal partners.
- Executes the end-to-end documentation process for assigned sectors.
- Coordinates the management of documents’ database; ensures alignment and integration of documents in adherence with BMO’s standards.
- Participates in the design, development, implementation, and management of core processes.
- Managed secure storage, backups and retrieval of archived documents.
Funding Coordinator
Bank Of Montreal
Burnaby, BC
04.2018 - 05.2022
- Examined and verified information in loan application and closing documents.
- Reviewed additional documentation against supplied application details.
- Worked with business manager's closely to correct and send in proper documentation for files to be swiftly funded.
- Vast knowledge of Dealertrack, Route One, RDR/registering vehicles.
- Organized, filed and maintained customer, department and regulatory loan records.
- Submitted completed loan applications, including recommendations for underwriting approval or denial.
- Checked applicant credit, personal references and employment histories.
- Prepared and delivered loan documents to title and escrow teams.
- Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Contacted credit bureaus, employers and other sources to check applicants' credit and personal references.
Service Representative
Bank of Montreal
Burnaby, BC
08.2015 - 01.2018
- Extensive knowledge about loans and contracts in order to assist clients and branches with amendments, payouts, documents and liens.
- Updated accounts with recent information and processed customer payments.
- Familiar knowledge of NCCS/CCAPS/Dealertrack/Route One for funding, logging and credit applications.
- Routing deals and applications to funding and credit.
- Upheld strict standards for quality and performance.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Managed phones throughout the work day in regards to loans, contracts, credit applications, funding statuses and general inquiries from clients and dealers.
- Consulted with customers regarding needs and addressed concerns.
- Processed customer account changes with proprietary software.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
Sales Associate
The Children's Place
Burnaby, BC
07.2012 - 07.2017
- Promote brands to increase sales and meet targets on a daily basis, targets also included converting every customer into a sale.
- Engage customers in a comfortable manner where their needs are prioritized and met.
- Process transactions in a timely and efficient manner.
- Strong communication between customers and colleagues.
- Maintain cleanliness throughout the store and backroom.
Sales Associate
Suzy Shier
Burnaby, BC
07.2014 - 01.2015
- Pay close attention to the customer's needs and prioritize what tasks need to be done first and foremost.
- Process transactions in an efficient and effective manner.
- Promote brands and current sales and promotions.
- Making sure stock and inventory has been taken care of and placed in correct areas according to visuals.
Sales Associate
Smart Set
Burnaby, BC
08.2012 - 01.2014
- Engage customers in order to provide what they need in terms of product and quality services.
- Converting each individual customer into a sale to meet targets.
- Process inventory and stock.
- Maintain workplace area in terms of cleanliness.
- Communicate new products and benefits to customers.
Education
High School Diploma -
Burnaby Mountain Secondary School
Skills
- Proven ability to work effectively as part of a team/individually
- Attention to details, flexible and works well under pressure
- Exceptional technical skills with Microsoft applications and keyboarding
- Warm personality, helpful and friendly
- Fluent in English and Kurdish
References
References Available Upon Request
Timeline
Business Operations Specialist
Ascentus Capital Group
04.2024 - Current
Documentation Specialist
Bank Of Montreal
05.2022 - 04.2024
Funding Coordinator
Bank Of Montreal
04.2018 - 05.2022
Service Representative
Bank of Montreal
08.2015 - 01.2018
Sales Associate
Suzy Shier
07.2014 - 01.2015
Sales Associate
Smart Set
08.2012 - 01.2014
Sales Associate
The Children's Place
07.2012 - 07.2017
High School Diploma -
Burnaby Mountain Secondary School
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