Jaspreet Kaur
15 Ryegrass Cres Brampton
Summary
Skilled team player with strong background in the Financial and logistics
sector
Overview
10
10
years of professional experience
Work History
Customer Service Representative
DB SCHENKER
04.2023 - 03.2025
- Received job files from our customer service upon POD receipt.
- Check the job files and quotation tally with every shipment.
- Prepare a draft invoice for every job file or shipment.Issue invoices in the system.
- Generate invoices into PDF format and consolidate with POD and other supporting documents as required by the customer into a single PDF file.
- Submit invoices and supporting documents to the customer via email or electronically.
- Review invoices and supporting documentation to ensure accuracy before submitting to the customer in a timely manner.
- Receive and sort incoming invoices and supporting documents from the vendor and book them into the system.
- Follow up with customer service for pending invoices.Compile, file, and maintain records of past billing to the customer for future retrieval.
- Ensure completion of all pending job files before month-end closing.Re-accrual revenue and cost before month-end closing.
Financial Service Representative
Cash Money
04.2023 - 02.2025
- Ensures that proper accounting/balancing producers are maintained, and all reporting is completed in a timely manner
- Reviews quarterly earnings statement with Store Manager to ensure corrective action if needed is taken when operating targets are not being met
- Respond to multiple phone calls and emails on a regular basis
- Organize client's data according to different specifications in a special software such as Curo
- Promote different products and services to new and existing clients based upon their needs by helping them with their financial needs
- Call customers to help them with their financial needs and advise them about different products and services which they can take advantage of
- Balances debit, credit & cash transactions and also looking for any discrepancy if there is any
Financial Service Representative
Canadian Imperial Bank of Commerce
03.2021 - 11.2022
- Received and addressed customer complaints, investigating root cause and managing related corrective measures
- Reach out to cold and warm customers to offer information and explain the available services
- Delivering the excellent customer experience by hearing them out what they are exactly looking for and what is the issue they are having with their day to day banking needs
- Making outbound calls to clients for helping them with their financial needs and to make their banking easier and convenient
- Keeping current on CIBC products and systems to close any gaps in knowledge
- Introducing clients to CIBC's best-in-class online and mobile banking technology (e.g
- Tablet, ATM, Online and Mobile apps)
- Proactively contacting clients by phone to identify potential client needs, and schedule appointments to further discuss clients opportunities
Financial Service Representative & Shift Lead
Cash Money
11.2019 - 03.2021
- Ensures all company procedures are properly communicated and implemented by other staff members within the store
- Ensures that proper accounting/balancing producers are maintained, and all reporting is completed in a timely manner
- Reviews quarterly earnings statement with Store Manager to ensure corrective action if needed is taken when operating targets are not being met
- Respond to multiple phone calls and emails on a regular basis
- Organize client's data according to different specifications in a special software such as Curo
- Promote different products and services to new and existing clients based upon their needs by helping them with their financial needs
Logistic Coordinator
Fastara Carrier Inc
04.2017 - 10.2019
- Company Overview: Logistic Coordinator
- Ensure timely dispatching of deliveries and maintain their record in the company's database
- Onboarded new vendors, including setting up accounts and inputting contract terms for accurate logistics management
- Maintain accurate files related to safety to ensure that company safety policies and rules
- Estimated costs and developed proposals with well-documented outlines of all stages of the supply chain
- Built and strengthened relationships with customer's key personnel involved in logistics activities
- Follow up with accounting to ensure the proper collection is done within AR
- Reported project plans, progress, and results
- Maintained and developed positive business relationships with customer's key personnel
- Ensure that all employees complete and maintain procedure manuals for back up support or in case of any emergency
- Logistic Coordinator
Data Entry Operator
DB Schenker
06.2016 - 03.2017
- Tracked and reported on garbled, mislabeled, and incorrect information to help Data Entry correct ongoing problems
- Used database information to produce weekly reports for distribution to departments such as Data Entry
- Investigated unusable data to find missing information and implement source-based correction
- Verified information carefully and assigned proper classifications to eliminate errors
- Stored completed documents in appropriate locations
- Evaluated the source paperwork for each project to locate important pieces of information such as customer names and bill totals
- Comparing the digital data with source documents to identify and correct data entry errors
- Located and corrected data entry errors
- Tracked data entry operations and errors with daily logs and monthly
Office Administrative Assistant
Indigo Books and Music
06.2015 - 04.2016
- Maintained database of current customers, updated data, and purged system of inactive account information
- Received, screened, managed, and directed all incoming telephone calls
- Improved cash flow by managing customer billing cycle, invoicing, and past-due notices
- Ensured that office equipment was well-maintained by scheduling serving and repairs with vendors
- Organized special corporate events and annual meetings with different suppliers and managed logistics
- Provided administrative support and assistance to office staff, assisting with productivity and contributing to smooth operations
- Answered phone calls and correspondence and prepared service requests to assist customers
- Used QuickBooks to organize records of financial transactions
Education
Business Accounting -
Cambrian College of Applied Arts and Technology
Brampton, ONHigh School Diploma - Accountancy, Business Studies, Computer Science and Mathematics
Shamrock Christian School
Skills
- Customer Service
- Attention to Detail
- SAP ARIBA
- Microsoft Excel
- Microsoft Word
- Excellent communication skills
- Detail oriented
- Critical Thinking
Languages
English
Punjabi
Hindi
Refrences
Available on Request
Timeline
Customer Service Representative
DB SCHENKER
04.2023 - 03.2025
Financial Service Representative
Cash Money
04.2023 - 02.2025
Financial Service Representative
Canadian Imperial Bank of Commerce
03.2021 - 11.2022
Financial Service Representative & Shift Lead
Cash Money
11.2019 - 03.2021
Logistic Coordinator
Fastara Carrier Inc
04.2017 - 10.2019
Data Entry Operator
DB Schenker
06.2016 - 03.2017
Office Administrative Assistant
Indigo Books and Music
06.2015 - 04.2016
Business Accounting -
Cambrian College of Applied Arts and Technology
High School Diploma - Accountancy, Business Studies, Computer Science and Mathematics
Shamrock Christian School
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