Johana Clarissa Brevard
Yorkton,Canada
Summary
Skilled team player with strong background in Customer Service environments. Works well independently to handle assignments and who is a dependable worker who is kind, compassionate, with a professional demeanor. A quick learner with good computer abilities.
Overview
13
13
years of professional experience
Work History
Assistant Advisor
Sun Life - Zapshalla Rusnak Financial Services Ltd.
08.2023 - Current
- Prepare detailed reports for client meetings, keeping advisor informed about group benefit needs
- Participated in seminars and workshops to enhance professional knowledge and stay current with group benefits
- Helped develop personalized benefit plans, resulting in improved client satisfaction and retention
- Handled sensitive client information with utmost confidentiality and professionalism
- Managed compliance documentation, ensuring adherence to regulatory requirements at all times
- Collect, arrange, and input information into database system and physical file
- Conducted regular reviews of company/ individual files and identified areas for improvement
- Respond promptly to emails, phone calls, and needs from clients
- Multitask project's in a fast pace office while staying calm and focused
Home School Instructor
Home School
09.2021 - 04.2022
- Created original educational materials to supplement Saskatchewan course curriculum
- Worked with individual students Grade 3 and Kindergarten to develop and meet learning objectives
- Cultivated learning atmosphere encouraging critical thinking, communication and problem-solving skills
- Created quizzes and exams to evaluate Grade 3 and Kindergarten student comprehension and uncover challenges
Assistant Mortgage Specialist
RBC Royal Bank
04.2019 - 05.2021
- Complied with company quality standards and applicable regulations governing financing.
- Assembled and compiled documents for loan approval (income verification, work verification, personal I.D.), gathered loan closings documents and uploaded to funding department.
- Kept organized filing systems for digital and analog records under security measures.
- Gained knowledge of products and programs and incentives offered to clients.
- Contacted customers and answered incoming calls.
- Booked appointments with customers and Mortgages Specialist.
Sales and Service Representative
Canadian Western Bank
11.2012 - 07.2018
- Organized filing systems for digital and analog records.
- Answered inbound calls, updated customer accounts, greeted and assist customers with various needs and questions.
- Offered products and services to meet customers' needs and goals.
- Shared insights with management regarding inquiries, concerns and complaints.
- Employed excellent money handling abilities to operate and balance cash daily.
- Participated in promotional programs to generate new customers and expand relationships with existing customers.
- Reduced customer wait times by actively engaging, greeting and directing client lobby traffic.
Education
High School Diploma -
Yorkton Regional High School
Yorkton, SK06.2000
Skills
- Organized
- Reliable
- Customer service
- Prioritization
- Teamwork
- Multitask
- Responsible
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Assistant Advisor
Sun Life - Zapshalla Rusnak Financial Services Ltd.
08.2023 - Current
Home School Instructor
Home School
09.2021 - 04.2022
Assistant Mortgage Specialist
RBC Royal Bank
04.2019 - 05.2021
Sales and Service Representative
Canadian Western Bank
11.2012 - 07.2018
High School Diploma -
Yorkton Regional High School