Summary
Overview
Work History
Education
Skills
Volunteer Experience
Certification
Accomplishments
Work Availability
Work Preference
Quote
Software
Interests
Timeline
Generic

Jill Cabrey-Van Duyn

Milton,ON

Summary

Experienced Team Member bringing outstanding performance working with others to meet common goals. Familiar with project management and workflow optimization. Eager to bring knowledge to support business and customer needs.

Overview

20
20
years of professional experience
1
1
Language

Work History

Reception and Administration

Align’d Body Mind
01.2022 - Current
  • Assist clients in booking appointments
  • Monitoring and ensuring that client records and forms are complete and up to date
  • Using the Jane booking system, manage practitioner's schedules, bookings, services and service prices
  • Manage social media and create social media posts through Canva
  • Through the Jane booking system or insurance portals, manage and submit insurance claims on behalf of clients and ensure that the clinic is paid by either the client or the insurance company for the service that was provided
  • Set up new Practitioners within the Jane booking system by creating their profile, setting up their services for booking and registering them with insurance companies under our profile as one of our practitioners
  • Update practitioner prices in our Jane booking system, social media and clinic signs when practitioners update their prices and services
  • Develop, organize and maintain an on-line filing system
  • Manage practitioner openings or cancelations by contacting clients on the practitioners wait list and creating a post on social media of practitioner openings
  • Maintain clinic operations by ordering supplies needed, ensuring that all disinfectant bottles are filled, ensuring that laundry is washed and folded and ensure the clinic is clean
  • Process daily Transaction Reports through our Jane system and Quickbooks
  • Process payroll for all practitioners
  • Manage all incoming and outgoing phone calls and emails
  • Update and maintain office policies and procedures
  • Create and implement training schedule for new staff
  • Perform market research to compare other clinic prices so we stay competitive with our prices
  • Plan and schedule administrative meetings
  • Communicate client requests with practitioners
  • Manage client list by updating contact information and ensuring there are no duplicate entries
  • Aid practitioners in room set up and take down if needed
  • Build rapport and relationships with the clients to create trust and loyalty with the clinic
  • Organize practitioner’s schedules to optimize revenue for the clinic.

Technical Support

E-DesignZ
01.2016 - 01.2017
  • Audited student applications to ensure all required information for courses is given and correct
  • Correspond with administration, providing them a list of student applications that have not been completed correctly
  • Accessed the course webpage to allow students to begin their course
  • Entered the information of students who have successfully completed the government course into the government website
  • Ensured that applicants’ information is accurate, and that they receive their Certificate of Completion
  • Using Excel, created and maintained a database of students that have deficiencies with their completed course information.

Sales Support Group Team Member

Securcor
01.2008
  • Prepared and distributed lease documents to clients for signing
  • Conducted preliminary audits on contracts before they were sent to auditors for funding
  • Received applications from customers and entered them for credit review
  • Corresponded with vendors on new clients to contact, the status of client applications, and the status of contracts that were in for funding
  • Corresponded with clients on the status of their applications and obtained more information from them (as required) in order to make a credit decision
  • Maintained vendor files
  • Attended trade shows to network on behalf of the company
  • Visited vendors to ensure their customer satisfaction with our service, and to determine any other needs or service improvements that could be made.

Embridge Financial Services Client Support

Spartan Compliance, a division of Securcor Financial Group
01.2008 - 01.2010
  • Responded to inquiries on internal and external related issues from Senior Management to Customers
  • Enter consumers’ applications into the front-end system for credit reviews
  • Audit loan contracts and enter contract details into front end system
  • Book the loan contracts in the back-end system
  • Ensure all funded contracts have been entered and booked in front and back-end systems for month end
  • Manage incoming and outgoing dealer and customer transactions
  • Maintain department documentation, ensuring they are continually updated
  • Interact with clients and dealers to answer questions and assist in resolving any outstanding issues
  • Liaise with program directors, the company president, the controller, and support staff within the organization
  • Prepare daily, weekly, and monthly reports related to funding activities
  • Monitor and flag abnormalities within program activities to address significant issues such as fraud, highlighting areas of concern and providing ongoing assessment
  • Ensure work is completed effectively by continually assessing funding and documentation, and training requirements.

Audit and Documentation Specialist / Broker Desk

Leasebank Credit Corporation, a division of Securcor
01.2004 - 01.2008
  • Prepared weekly and monthly reports related to funding activities of brokers
  • Maintained department documentation
  • Entered applications into front end system for credit review
  • Performed partial credit reviews of applications before sending it to Credit, ensuring all required information was included
  • Corresponded with brokers on the status of applications
  • Created “Approval / Decline” notices for contracts and distributed them to brokers
  • Contacted brokers weekly for status updates on approved applications that have not yet come in for funding
  • Maintained all approved files, auditing them monthly and removing those that had expired.

Education

Business Administration Marketing Diploma -

Sheridan College
Oakville, Ontario
01.2004

Ontario Secondary School Diploma -

Cawthra Park Secondary School
Mississauga, Ontario
01.2001

Skills

  • Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Canva
  • Meta Business Suite
  • Jane Booking and Payment System
  • Quickbooks
  • Telus Insurance Portal
  • Sun Life Lumino Insurance Portal
  • Provider Connect Insurance Portal
  • The Claims Xchange Insurance Portal
  • Budget Creation and Execution
  • Analytical Processing

Volunteer Experience

  • 2020-Present, Prophetic Prayer Team, Freedom Centre Church: Prayed prophetically over people, one-on-one in person, on-line via video calls and in group settings, Gave encouragement and Godly guidance, Referenced scripture to bring prayer, guidance and encouragement back to a Godly perspective, Received continued teaching on prayer and the prophetic in order to continually grow in this gifting to help others.
  • 2015-2017, Church Council Administrative Elder, Georgetown Christian Reformed Church: Acted as the liaison between the church finance committee and the church council, Responsible for coordinating district meetings with other Christian Reformed churches, Recorded meeting minutes, Wrote a monthly council meeting overview for the entire church congregation, Coordinated the church’s Vacation Bible School Camp.
  • 2012-2015, Annual Fundraising and Auction Committee Volunteer, Milton Christian School: Helped secure donation items for a charity auction, Designed the auction pamphlet.

Certification

Business Administration and Marketing Diploma

Accomplishments

  • Used Microsoft Excel to track payroll for staff and distribution of T4A's.
  • Supervised team of 2-4 staff members.
  • Achieved increased revenue by optimizing staff schedule to see more clients in a day and used social media to drive more business in through the doors.
  • Achieved a streamline approach for collecting insurance by creating an insurance form to distribute to new and existing clients that have not submitted insurance.
  • Used Canva to create a template for clinic prices to be posted via social media and in the office.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Contract WorkPart TimeFull Time

Location Preference

Remote

Important To Me

Company CultureWork-life balanceCareer advancementHealthcare benefitsFlexible work hours4-day work weekPaid time offWork from home optionPersonal development programs

Quote

Success is not final; failure is not fatal: It is the courage to continue that counts.
Winston S. Churchill

Software

Microsoft Word and Excel

Canva

Quickbooks

Interests

Crossfit

Jesus

Horseback Riding

Cycling

Timeline

Reception and Administration

Align’d Body Mind
01.2022 - Current

Technical Support

E-DesignZ
01.2016 - 01.2017

Sales Support Group Team Member

Securcor
01.2008

Embridge Financial Services Client Support

Spartan Compliance, a division of Securcor Financial Group
01.2008 - 01.2010

Audit and Documentation Specialist / Broker Desk

Leasebank Credit Corporation, a division of Securcor
01.2004 - 01.2008

Business Administration Marketing Diploma -

Sheridan College

Ontario Secondary School Diploma -

Cawthra Park Secondary School
Jill Cabrey-Van Duyn