Jason Williamson
Surrey,BC
Summary
Accomplished and dedicated professional with a strong background in Social Work and Federal Benefits and Services, providing client-focused solutions to a diverse population. With over 3+ years engaging with the vulnerable and general population, I am an astute problem solver, highly empathetic to sensitive concerns and adept at communicating complex information to clients and stakeholders alike.
Overview
8
8
years of professional experience
1
1
Certification
Work History
TAXPAYER SERVICES AGENT
Canada Revenue Agency
10.2021 - Current
- Gather and analyze pertinent information from taxpayers to determine client-focused solutions.
- Apply law and policy to determine eligibility for Federal benefit programs e.g Disability Tax Credit, Canada Child Benefit, Canada Carbon Rebate etc.
- Assess completeness of benefit application submissions and explain complex terminologies to ensure success.
- Monitor benefit application timelines and liaise with requisite departments to ensure processing is completed on time.
- Conduct taxpayer interviews to determine financial hardship status and reduce rates of recovery for benefit arrears as needed.
- Advocate for expedited processing of benefits and taxpayer relief for taxpayers at risk of homelessness, health emergencies and other family and economic crises.
- Reduce response times by 30% for taxpayer inquiries through effective case management and prioritization.
- Manage approximately 25 cases per day from Taxpayers and Representatives alike.
- Secure compromised accounts and notify Identity Protection Services when fraud is detected.
- Complete various calculations to determine tax or CRA administrative program requirements, elections, entitlements, or administrative relief.
MEMBER SERVICE ADVISOR
Interior Savings Credit Union
12.2018 - 10.2021
- Consistently achieved monthly sales targets for credit products e.g Credit Cards, Loans, Investments etc.
- Increased customer satisfaction scores by 20% by providing detailed financial advice and assistance to each member.
- Provided exceptional service to members via day-to-day banking e.g Deposits, withdrawals, bill payments.
- Maintained administrative procedures e.g opening/closing accounts, business change of signers, reconciled estate accounts etc.
- Coordinated closely with other departments to address cross-functional issues affecting member satisfaction or account status.
- Increased digital services adoption by 10% by educating members about online alternatives to branch banking.
- Diagnosed and resolved issues with online banking.
COMMUNITY SUPPORT WORKER
Pacific Coast Community Resources
06.2016 - 12.2018
- Successfully coached 5 new hires through field training and Instruction in keeping with SOP.
- Assisted in the development and implementation of personal planning and goals for supported clients.
- Organized and maintained health and personal records relevant to supported clients.
- Maintained accurate case records to track progress, sharing relevant updates with supervisory staff and stakeholders as needed.
- Established successful modes of communication with supported clients with verbal and mental disabilities.
- Consulted with and advised various professionals such as behaviorists, occupational therapists, and medical doctors regarding clients’ improvements, milestones, shortcomings etc.
- Increased safety awareness by conducting monthly emergency drills with employees and clients.
- Managed safety logs and equipment, maintaining a 100% compliance rate with safety standards.
Education
NETWORK SYSTEMS ENGINEERING (Hons.): Diploma -
Vancouver Career College
Vancouver, BC01.2024
CRIMINAL AND SOCIAL JUSTICE: Diploma -
Okanagan College
Kelowna, BC06.2016
BACHELOR OF LAWS LLB: Bachelor’s Degree -
University of Technology Jamaica
Kingston, Jamaica07.2013
Skills
- Attention to Detail
- Organizational Skills
- Analytical Thinking
- Empathetic
- Excellent Communication
- Problem-Solving
- Advocacy
- Case Management
Certification
- TESTOUT ROUTING AND SWITCHING PRO CERTIFICATION, 11/2023, Vancouver Career College, Vancouver, BC
- TESTOUT NETWORK PRO CERTIFICATION, 11/2023, Vancouver Career College, Vancouver, BC
- TESTOUT SECURITY PRO CERTIFICATION, 08/2023, Vancouver Career College, Vancouver, BC
- TESTOUT SERVER PRO 2016: IDENTITY CERTIFICATION, 07/2023, Vancouver Career College, Vancouver, BC
- BUSINESS ANALYSIS FUNDAMENTALS: Certificate, 03/2022, University of British Columbia Sauder School of Business, Vancouver, BC
Timeline
TAXPAYER SERVICES AGENT
Canada Revenue Agency
10.2021 - Current
MEMBER SERVICE ADVISOR
Interior Savings Credit Union
12.2018 - 10.2021
COMMUNITY SUPPORT WORKER
Pacific Coast Community Resources
06.2016 - 12.2018
NETWORK SYSTEMS ENGINEERING (Hons.): Diploma -
Vancouver Career College
CRIMINAL AND SOCIAL JUSTICE: Diploma -
Okanagan College
BACHELOR OF LAWS LLB: Bachelor’s Degree -
University of Technology Jamaica
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