Jobin Thomas
Toronto,Canada
Summary
Dynamic Financial Services Representative with a proven track record at Gatestone, adept in leveraging active listening and financial services expertise to provide exceptional client advice and solutions. Excelled in cross-functional collaboration and problem-solving, achieving a 60% efficiency bonus. Skilled in Microsoft Office and building client rapport, consistently exceeding productivity goals. Demonstrated strong interpersonal skills while interacting with customers in person, over the phone, or via email. Profiled prospects and clients to identify additional financial needs and refer to appropriate financial partners. Developed in-depth knowledge of available financial products to advise clients accordingly. Developed extensive knowledge of financial products and services to provide clients with sound advice. Collaborated with internal departments to develop innovative solutions for client needs. Built trust and rapport with clients through open communication. Stayed current with market trends and new financial products to offer comprehensive solutions. Followed all compliance regulations and ethical standards in client interactions. Provided exceptional customer service by responding promptly to inquiries and resolving complaints in a timely manner.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
Gatestone
01.2024 - 09.2024
- Dynamic Financial Services Representative with a proven track record at Gatestone, adept in leveraging active listening and financial services expertise to provide exceptional client advice and solutions
- Excelled in cross-functional collaboration and problem-solving, achieving a 60% efficiency bonus
- Skilled in Microsoft Office and building client rapport, consistently exceeding productivity goals
- Demonstrated strong interpersonal skills while interacting with customers in person, over the phone, or via email
- Profiled prospects and clients to identify additional financial needs and refer to appropriate financial partners
- Developed in-depth knowledge of available financial products to advise clients accordingly
- Developed extensive knowledge of financial products and services to provide clients with sound advice
- Collaborated with internal departments to develop innovative solutions for client needs
- Built trust and rapport with clients through open communication
- Stayed current with market trends and new financial products to offer comprehensive solutions
- Followed all compliance regulations and ethical standards in client interactions
- Provided exceptional customer service by responding promptly to inquiries and resolving complaints in a timely manner
Seasonal Production
Lush Fresh Handmade Cosmetics
09.2023 - 12.2023
- Followed safety procedures and guidelines to maintain safe working environments
- Used equipment properly to avoid workplace hazards or injuries
- Resolved issues quickly to maintain productivity goals
- Organized work to meet demanding production goals
- Participated in regular meetings with team members to discuss production updates
- Took on additional shifts during peak work periods to keep projects on schedule
- Volunteered for additional assignments during peak work periods to keep tasks on schedule
- Managed inventory levels and restocked supplies to keep up with high production needs
- Organized and prepared workstations and materials needed for operations to maximize productivity
- Trained new production staff members on safe and efficient production procedures and proper machine operations
- Daily accomplishment of completing 1500 to 2200 pounds order for store with maximum efficiency and having 60% overall stats per month for interim bonus
Warehouse Associate
UPS Canada
05.2023 - 12.2023
- Prepared orders for shipment by picking, packing, and labeling merchandise
- Worked safely around moving machinery
- Assembled orders and packed items for shipment, conveying orders to shipping personnel
- Manually or mechanically loaded and unloaded materials from pallets, skids, platforms, cars, lifting devices, or other transport vehicles
- Consistently lifted materials weighing as much as 75 pounds
Loan Verification Specialist
Bill Gosling Outsourcing
03.2022 - 04.2023
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action
- Monitored pipelines to track and log status of loans
- Explained very technical financial information to applicants in easy to understand language
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment
- Established plans and payoffs for customers' loans, prioritizing control of overall costs
- Managed over 50 customer calls per day with well over 75% of customer satisfaction
Discovery Agent
Aircheck India Pvt Ltd
04.2019 - 11.2019
Customer Service Representative
Mahindra Integrated Business Solutions
10.2018 - 02.2019
- Outlined key research in documents, spreadsheets, and reports
- Leveraged Microsoft Excel and PowerPoint to prepare reports, presentations, and articles
- Gathered market research in digital and print media included Radio, Newspaper, and websites data and generated reports
- Contributed to Radio advertisement research data pool by collecting and organizing information from websites and radio
- Within 6 months accomplished group as well as individual task and was listed among promotion employees lists
- Usage of Work Management Tool software to analysis reports, ensuring data receipts from client end
- Completed quality assurance reviews to assess accuracy of data and validate results
- Educated customers on special pricing opportunities and company offerings in field of Real Estate
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor
- Documented conversations with customers to track requests, problems, and solutions
- Escalated customer concerns, store issues and inventory requirements to supervisors
Education
Post-Degree Certificate - Global Business Management
Humber College
01.2001
Bachelor of Commerce - Commerce
St. Andrews College
01.2001
Skills
- Active listening
- Ability to analyze reports
- Decision-making
- Time management
- Microsoft Office
- Cross-functional collaboration
- High-energy attitude
- Report creation
- Data entry
- Computer skills
- Team management
- Team building
- Records management abilities
- Documentation skills
- Appraisal Reports
- Microsoft Access
- Financial Services
- Information Gathering
- Loan Applications
- Problem-solving abilities
Timeline
Financial Services Representative
Gatestone
01.2024 - 09.2024
Seasonal Production
Lush Fresh Handmade Cosmetics
09.2023 - 12.2023
Warehouse Associate
UPS Canada
05.2023 - 12.2023
Loan Verification Specialist
Bill Gosling Outsourcing
03.2022 - 04.2023
Discovery Agent
Aircheck India Pvt Ltd
04.2019 - 11.2019
Customer Service Representative
Mahindra Integrated Business Solutions
10.2018 - 02.2019
Bachelor of Commerce - Commerce
St. Andrews College
Post-Degree Certificate - Global Business Management
Humber College
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