Jabez Patzan
Palmerston
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
2024
2024
years of professional experience
1
1
Certification
Work History
Business Analyst
RBC Royal Bank
Toronto, ON
01.2012 - 08.2022
- Analyzed delinquent accounts and communicated payment notices.
- Assisted customers with financial planning and repayment programs.
- Managed portfolios including mortgages, personal loans, and lines of credit.
- Ensured compliance with FDCPA and internal collection policies.
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
- Improved business processes by analyzing current practices and recommending optimization strategies.
- Optimized workflow processes to enhance overall productivity and achieve operational excellence.
Accounting Bookkeeper
All Good Accounting
Brampton, ON
- Maintained accurate QuickBooks records for multiple clients.
- Managed A/P and A/R processes, tax filings, and CRA correspondence.
- Produced monthly financial reports and reconciled balance sheets.
- Processed journal entries, guaranteeing accurate reflection of company finances within the general ledger system.
- Reviewed and processed client electronic payments and check deposits.
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
- Maintained and processed invoices, deposits, and money logs.
- Dates not listed please confirm
Office Clerk
Jabez
Palmerston, ON
08.2018 - 02.2024
- Provided administrative and clerical support including document preparation and filing.
- Handled correspondence and managed scheduling for internal meetings.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Maintained composure in stressful situations and continued to provide helpful and kind guest services for fantastic customer satisfaction.
- Responded to inquiries from callers seeking information.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
- Maintained organized files and stocked supplies to support team needs and maximize performance.
Collections Advisor
BMO Bank of Montreal
2465 Argentia Rd, Mississauga, ON L5N 5Z7
08.2019 - 02.2021
- Developed customized payment plans for clients, leading to higher repayment success rates.
- Demonstrated excellent problem-solving skills when faced with challenging situations or disputes from clients.
- Maintained accurate records of all collection activities, ensuring compliance with company policies and legal regulations.
- Assisted in training new Collections Advisors, sharing industry knowledge and best practices for successful outcomes.
- Stayed up-to-date on industry trends and regulatory changes affecting the collections field, ensuring alignment with best practices at all times.
- Conducted thorough research on debtor backgrounds to establish appropriate contact methods and approaches.
- Built strong relationships with clients while negotiating payment arrangements, fostering trust and cooperation.
- Exceeded monthly collection targets by utilizing persuasive negotiation skills and an unwavering commitment to achieving results.
- Monitored account histories to identify trends, enabling proactive actions in addressing potential delinquencies.
English Tutor (LINC Instructor)
ILAC Education Group
Toronto, ON
05.2018 - 08.2018
- Taught LINC Levels 15, developing curriculum-aligned lesson plans.
- Supported diverse learners and integrated inclusive teaching strategies.
- Enhanced students'' reading and writing skills by implementing interactive and engaging lesson plans.
- Improved students' written and verbal English skills through personalized learning programs.
- Taught students study techniques and strategies for succeeding on grammar and composition tests.
- Developed personalized tutoring sessions based on student needs, leading to improved academic performance.
Collection Agent
TREND Financial
Etobicoke, ON
07.2015 - 07.2017
- Handled inbound/outbound calls, ownership transfers, and payment arrangements.
- Resolved customer complaints and high-profile loan delinquencies.
- Reviewed Equifax reports and coordinated with auto insurance agents.
- Maintained accurate records of all collection activities, allowing for better tracking and analysis of performance metrics.
- Reconciled debtor accounts regularly by verifying payments made against outstanding balances as well as resolving discrepancies when necessary.
- Collaborated closely with other departments, ensuring seamless communication regarding delinquent accounts and payments received.
- Leveraged strong negotiation skills to secure favorable settlements from debtors while maintaining professional relationships throughout the process.
Education
BA - Sociology
York University
Toronto, ON01.2016
Skills
- Business Analysis & Financial Reporting
- Accounts Payable & Receivable
- Account Reconciliation & General Ledger
- QuickBooks & CRA Compliance
- Teaching ESL (LINC Curriculum)
- Customer Service & Debt Resolution
- Operational Efficiency in Trucking
- MS Office Suite & Technical Proficiency
- Bank reconciliation
- Invoice processing
Certification
- TESL Certification
- Humber College, Toronto, ON Jan 2017 Jan 2018
LANGUAGES
English Full Professional Proficiency
Timeline
Collections Advisor
BMO Bank of Montreal
08.2019 - 02.2021
Office Clerk
Jabez
08.2018 - 02.2024
English Tutor (LINC Instructor)
ILAC Education Group
05.2018 - 08.2018
Collection Agent
TREND Financial
07.2015 - 07.2017
Business Analyst
RBC Royal Bank
01.2012 - 08.2022
Accounting Bookkeeper
All Good Accounting
BA - Sociology
York University