Gathered and examined financial data from clients for more than 70+ applications and to determined loan eligibility
Strong problem solving skills and interest in finding solutions for customers with low credit
Perform high degree of accuracy in executing transactions into the bank’s system based on various department’s service request while meeting deadlines
Sustained a 94% monthly average customer satisfaction rate based on comments from consumer surveys
Prepares, processes, balances, reconciles, and ensures accuracy of all financial and non-financial transactions for client and suspend accounts when required
Adhered service requests, transactions, operations, etc
Accurately and promptly to established policies, protocols, and procedures as well as applicable service level agreements
Delivered company objectives by collaborating and communicating with both external and internal stakeholders
For processing and/or additional handling, data enters, examines, and confirms loan information and supporting paperwork
Determines and settles differences in conformity with established protocols
Escalates problems as needed and in accordance with policies
Research and answer inquiries from internal and external partners, such as Client Services or financial advisors, financial companies regarding products and processing issues
Post transactions within the bank’s system from internal clients’ requests and make any necessary adjustments to match with the external client's statement
Identify and resolve any trade discrepancies
Escalate unresolved issues to senior management for further review in a timely manner.
Administrative Assistant
Bank Of Montreal
10.2018 - 04.2019
Ensured that every borrower received excellent customer care in order to foster repeat business and guarantee client satisfaction
Verified and balanced data and records to guarantee precision and comprehensiveness
Interacted with stakeholders, such as customers and sales associates, and fostered strong relationship to achieve company goals.
Data Entry specialist
Ontario Long Term Care Association
09.2015 - 10.2018
Able to use Macros, VBA, lookups (VLOOKUP,HLOOKUP),logical, text functions and other various formulas to locate 67 client's name in unorganized data
Completed 10 Pivot tables, removed errors and duplicated information before submitting the final product
Verified accuracy and completeness more than 76+ reports and charts resulted to 97.6% error free.
File Clerk
TD bank Life Insurance
08.2017 - 04.2018
Accurately filed 200+ loans, mortgages, insurance, and death accident claims files
Organized life claims by client’s name and date resulting to 100% error free
Developed efficient filling systems to make updating and retrieving files
Conducted quality control for clients’ claims such as life insurance, mortgage, loan, and death accident for more than 60 claims.
Education
Advance Diploma -
Centennial College
06.2022
Skills
Excellent skills in Microsoft word, access, powerpoint, excel, macros & sap, problem solving, time management & prioritization, teamwork, excellent literacy/verbal communication skills, take initiative, strong mutual fund knowledege