HENNA CHOYTAH

• Manage collection of overdue accounts by ensuring timely payment resolution and maintaining positive client relationships.

• Verify, reconcile, and record daily cash receipts, ensuring accuracy in all transactions.

• Conduct account reconciliations by identifying and resolving discrepancies efficiently.

• Collaborate with the sales department to investigate billing disputes and improve customer satisfaction.

• Perform credit risk evaluations using financial data to establish optimal credit limits.

• Execute KYC procedures to ensure compliance with AML regulations and proper documentation.

• Communicate with clients in English and French, addressing inquiries and providing account updates.

• Prepare and maintain detailed reports on cash applications and collections for management review.

• Handle inbound and outbound communications via calls, emails, and remote monitoring systems.

• Provide clear and professional bilingual communication with on-duty officers and customers.

• Coordinate with branches across provinces to ensure operational consistency and compliance.

• Ensured compliance with insurance regulations while advising clients on life and health insurance products.

• Processed policy changes, calculated premiums, and explained coverage options to clients.

• Fielded inbound calls to explore alternative coverage solutions, generating sales opportunities.

• Managed communications for new insurance members, processing applications accurately and timely.

• Liaised with brokers and internal teams to ensure seamless coordination and adherence to SLAs.

• Conducted substantive testing on financial statements for compliance and accuracy.

• Assisted in audit planning, identifying potential risks and preparing workpapers.

• Executed KYC checks and documented regulatory compliance requirements.

• Supervised daily operations, managed shift schedules, and ensured adherence to company policies.

• Liaised with banks for cheque and cash deposits, maintaining accurate financial records.