Jabez Patzan
Office Clerk
Palmerston
Overview
12
12
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
1
1
Language
Work History
Business Analyst
RBC Royal Bank
08.2018 - 02.2024
- Analyzed customer accounts to determine delinquency status
- Prepared and sent notifications for payments past due
- Assisted customers in finding ways to meet financial obligations and avoid falling further behind
- Worked out payment plans and collaborated with Mastercard assistance programs
- Dealt with various types of loans, including personal loans, lines of credit, mortgages, Mastercards, and prepaid Mastercards
- Stayed updated on FDCPA and state regulations
- Executed loan collection policies and procedures effectively
- Handled bank and customer inquiries, resolving issues satisfactorily
- Ensured familiarity with fair debt collection practices and account service procedures
Accounting Bookkeeper
All Good Accounting
01.2012 - 08.2022
- Managed QuickBooks accounts for multiple clients, ensuring accurate data entry, reconciliation of accounts, and generation of financial reports
- Handled accounts receivable duties by invoicing clients promptly, tracking payments, and following up on overdue accounts to maintain healthy cash flow
- Oversaw accounts payable processes, including vendor management, invoice processing, and timely payment scheduling to uphold good supplier relationships
- Conducted monthly balance sheet reconciliations and prepared financial statements to provide clients with clear insights into their financial positions
- Interacted with the Canada Revenue Agency (CRA) on behalf of clients, ensuring compliance with tax regulations, preparing and filing tax returns, and resolving any tax-related queries or issues efficiently
English Tutor
ILAC Education Group
05.2018 - 08.2018
- Observed and taught LINC levels 1-5
- Developed lesson plans structured around the LINC curriculum guidelines
- Taught general education students as well as individuals with learning challenges and special needs within a mainstreamed, inclusive classroom
- Focused on curriculum development, textbook review, and raising awareness for cultural diversity in the classroom
- Regularly engaged students in 'open talk' times in order to enhance motivation and team-building activities/classroom exercises
Collection Agent
TREND Financial
07.2015 - 07.2017
- Took Inbound/Outbound calls, transferring ownership through the Ministry of Transportation, dealing with sales, administrative duties, ensuring customers of quality assurance, submitting and reviewing Equifax reports, dealing with accounting errors, calculating pre-buyouts, Ownership transfers, Auto Insurance
- Primarily dealing with customer satisfaction, complaints and providing excellent service
- Dealt with high profile customers who defaulted on their loans $4,000 and up
- I worked with customers to create payment plans as well as get them up to date
- I've sent out repossessions as well as helped a number of customers with various ways to solve their debt problems
Volunteer
York University Center for Women
09.2014 - 04.2016
- Tutored International Students (ESL) Worked with students from abroad, eager to learn English
- Also facilitated workshops and work groups to integrate newcomers
- Planned games, activities, events and information sessions
- Performed one on one tutoring sessions with adults, teaching linguistics, language, spelling, grammar pronunciation, phonics, pedagogical activities as well as intensive lessons plans
Education
College certificate - Truck Dispatcher Training Course
Truckadium
Mississauga, ON 01.2025 - 02.2025
Certification in Teaching English As A Second Language - undefined
Humber College Institute of Fine Arts and Professional Studies
Toronto, ON 01.2017 - 01.2018
BA - Sociology
York University
Toronto, ON 01.2012 - 01.2016
Skills
- Business Analysis
- Financial Report Writing
- Accounting
- Account Analysis
- Tutoring
- Accounts Payable
- General Ledger Reconciliation
- Journal Entries
- General Ledger Accounting
- Account Reconciliation
- Trucking Industry Expertise
- Technical Proficiency
- Geographical Knowledge
- Operational Efficiency
- Problem-Solving Abilities
Certification
Truck Dispatcher Training Course, 01/01/25, Present
Timeline
College certificate - Truck Dispatcher Training Course
Truckadium
01.2025 - 02.2025
Business Analyst
RBC Royal Bank
08.2018 - 02.2024
English Tutor
ILAC Education Group
05.2018 - 08.2018
Certification in Teaching English As A Second Language - undefined
Humber College Institute of Fine Arts and Professional Studies
01.2017 - 01.2018
Collection Agent
TREND Financial
07.2015 - 07.2017
Volunteer
York University Center for Women
09.2014 - 04.2016
Accounting Bookkeeper
All Good Accounting
01.2012 - 08.2022
BA - Sociology
York University
01.2012 - 01.2016
Truck Dispatcher Training Course, 01/01/25, Present
TESL Canada, 01/01/17, 12/31/18
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