Summary
Overview
Work History
Education
Skills
Certification
LANGUAGES
Timeline
Generic

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
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
  • 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
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
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
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
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, ON
01.2016

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

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Jabez Patzan