Katrina Uddenberg-Thornbeck
Brampton,ON
Summary
- Resourceful Transfer Agent known for high productivity and efficient task completion. Bring specialized skills in client communication, regulatory compliance, and transaction management. Excel using critical thinking, problem-solving, and adaptability to navigate complex transactions and ensure client satisfaction.
- Experienced professional with a strong background in technology-related roles. Proficient in software development, system administration, and technical support. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively with teams. Committed to continuous learning and staying current with industry trends to contribute to organizational success.
- Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
7
7
years of professional experience
Work History
Transfer Agent
TSX Trust NTT BPO
Toronto , Ontario
06.2022 - 02.2024
- Provide efficient resolution to a high volume of inquiries by utilizing in depth knowledge of TSX Trust’s processes, including requests for balance statements, account maintenance, lost certificates, reissuing cheques, transfers of ownership, dividend reinvestment, optional cash contributions, market values and tax forms
- Assist legal representatives such as Executors, Brokers, and Lawyers with the completion of estate packages in order to have deceased shareholders' shares transferred into the name of estate or to the beneficiaries.
- Maintain accurate records of customer interactions and account activity using TSX Trust’s CRM software
- Identify and escalate accounts with escalation teams when requests aren’t met within an acceptable time frame
- Provide real time support to new agents that are onboarding in our teams chat
Office Administrator
The National Construction Design
Brampton , Ontario
05.2021 - 07.2021
- Developed strong relationships with clients through excellent customer service skills.
- Maintained inventory levels of stock items, supplies and equipment to foster smooth and cost-effective unit operations.
- Maintained a clean and orderly environment for patients and visitors.
- Demonstrated strong organizational skills while managing multiple tasks simultaneously.
- Processed bills and cheques
- Filing
- Calling customers and answering phones
- Constructing work orders
Customer Care Representative
Routes car rental
Mississauga, Ontario
02.2021 - 05.2021
- Handled customer care emails and tickets for 10 + locations
- Worked on Excel and Freshdesk
- Attended meetings and new ideas
- Followed a precise timeline for emails being answered and resolved
- Called other locations and managers regarding the emails
- Participated in team meetings to discuss strategies for improving customer satisfaction levels.
- Escalated unresolved issues requiring further investigation or specialized expertise.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Rental Agent
Routes Car Rental
Vaughan, Ontario
09.2020 - 02.2021
- Monitored fuel levels in vehicles before and after each rental period.
- Returned vehicles to designated areas after rentals were completed according to established procedures.
- Contacted customers and billing parties about overdue rentals and requested expected date of return.
- Updated computerized records regarding mileage, fuel usage, repairs and maintenance performed on vehicles.
- Answered telephones to assist customers and resolve issues.
- Greeted customers and provided excellent customer service.
- Followed up with customers regarding any additional charges that may be incurred during the course of their rental agreement.
- Oversaw maintenance, appearance and performance of company vehicles.
- Welcomed customers, offered assistance and answered questions by providing rates, terms and conditions of rental.
- Completed paperwork associated with each transaction accurately and efficiently.
- Explained policies and reviewed documentation to obtain signatures.
- Updated and maintained rental agreement files and documents
- Valet rentals to clients house
- Detailed all vehicles inside and out
Waitress
Good Egg Dining
Brampton
05.2019 - 06.2020
- Serve and wait on tables
- Work the cash register
- Put away food inventory
- Stock the fridge
- Make coffee
- Organized take-out orders efficiently according to customer requests.
- Collaborated with kitchen staff to ensure timely preparation and delivery of orders.
- Maintained a clean work station by restocking supplies, wiping down counters.
- Performed basic math calculations when computing bills for customers' meals.
- Developed positive relationships with regular customers through friendly conversation.
- Checked back with customers throughout meal service to ensure satisfaction.
- Presented menus and answered questions regarding items.
- Filled condiments and napkin containers during slack periods.
- Set up tables in between patrons to reduce wait times.
- Collected dirty dishes and glasses from tables or counters, preparing areas for next diners.
- Handled food safely and kept spaces clean to protect customers from foodborne illness and maintain proper sanitation.
- Prepared salads, appetizers, and garnishes to assist kitchen staff.
Sales and Office Admin
Crawford Packaging
Brampton
10.2019 - 04.2020
- Managed daily tasks assigned by the supervisor efficiently within deadlines.
- Provided administrative support to the senior management team.
- Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.
- Compiled weekly reports on office supplies inventory levels to ensure sufficient stock is available at all times.
- Supported office operations by filing, scanning, photocopying, and data entry.
- Ensured that the office space was kept neat and tidy at all times.
- Contributed ideas towards improving efficiency in workflows.
- Handled confidential documents with utmost care while maintaining privacy regulations.
- Greeted visitors courteously when they arrived at the office premises.
- Assisted colleagues in completing projects within deadlines.
- Assisted in organizing corporate events like seminars, conferences.
- Organized meetings and events including arranging catering services and conference facilities and taking minutes
- Worked mostly on Excel and reports
Supervisor
Freshii
North Bay, Ontario
05.2018 - 05.2019
- Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.
- Identified opportunities for process improvements, leading to cost reductions and increased productivity.
- Trained new employees on company policies and procedures.
- Performed weekly inventory checks to ensure sufficient stock levels for all products.
- Prepared and made food
Cashier With Override
Dennis Nofrills
St. Catharines, Ontario
08.2017 - 04.2018
- Greeted customers and answered any questions they had about the store's products and services.
- Processed customer payments quickly and returned exact change and receipts.
- Conducted price checks for special orders or discounts as requested by customers.
- Checked personal identifications during alcohol and tobacco sales.
- Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Directed trash removal and sanitation procedures to keep aisles and register area organized.
- Offered customers carry-out service at completion of transaction.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Stocked shelves with merchandise when needed.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Performed opening and closing procedures including counting cash drawers and preparing deposits.
- Issued receipts, refunds, credits or change due to customers.
- Helped with purchases and signed customers up for rewards program.
Education
High School Diploma -
St. Thomas Aquinas
Brampton Skills
- Deadline oriented
- Microsoft office
- Teamwork and collaboration
- Reliability
- Adaptability and flexibility
- Critical thinking
- Communication skills
- Time management abilities
- Coaching and mentoring
- Goal setting
- Attention to detail
Timeline
Transfer Agent
TSX Trust NTT BPO
06.2022 - 02.2024
Office Administrator
The National Construction Design
05.2021 - 07.2021
Customer Care Representative
Routes car rental
02.2021 - 05.2021
Rental Agent
Routes Car Rental
09.2020 - 02.2021
Sales and Office Admin
Crawford Packaging
10.2019 - 04.2020
Waitress
Good Egg Dining
05.2019 - 06.2020
Supervisor
Freshii
05.2018 - 05.2019
Cashier With Override
Dennis Nofrills
08.2017 - 04.2018
High School Diploma -
St. Thomas Aquinas