Microsoft Suite
Experienced and enthusiastic Consultant with a track record of success across wide range of industries. Pivoting in my career by continuing my education in financial planning and life insurance underwriting to obtain roles in estate planning and insurance sales. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.
Conducts impact analysis for technology and process initiatives, as
well as creating and maintaining procedures, user guides and job aids
for ~400 full-time employees across 3 locations in Canada
Responsible for the successful implementation of several enterprise
initiatives within credit adjudication.
Supported a technology update within credit adjudication's
underwriting system to fix broken routing logic.
Spearheaded a pilot program to increase collaboration between
mortgage sales advisors and adjudication underwriters and analyzed
findings to update processes and procedures accordingly.
Analyzed problematic areas to provide recommendations and
solutions.
Conducted bi-monthly overviews to compare our coverage with our
major competitors
Acted as the liaison between CIBC and our insurance underwriter,
Canadian Premier Life (CPL)
Conducted a thorough review of our competitor’s digital cart
capabilities for Payment Protector, which demonstrated a gap in our
digital capabilities
Tasked with running a digital acquisition campaign and creating new
digital opportunities to increase acquisition for this channel
Partnered with product owners, training, tech, and senior leadership
to ensure successful implementation
Responsible for the successful implementation of several enterprise
projects within the Business Contact Centre
Provided support through a Test & Learn, wrote new processes and
procedures, conducted training amongst newly hired FTE, and
provided post-implementation support for CIBC's first digital
onboarding system for business clients
Facilitated training and procedure updates to deploy a mass cheque
upgrade for 300+ transits
Conducted root-cause analysis and initiated client remediation for
issues pertaining to client satisfaction
Approached each issue and escalation with a strategy for resolution in
the most efficient manner, while ensuring the client’s needs are met
Performed “Client Reviews” for Cash Management representatives
and Senior Management in order to facilitate client visits
Processed time-sensitive manual wires and transfer payments
Acted as the liaison between our anti-money laundering partners and
clients with pending payments under investigation
Team Leadership & Development
undefinedMicrosoft Suite
Microsoft Excel