Summary
Overview
Work History
Education
Skills
Timeline
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Mahima Koya

Toronto,ON

Summary

Adaptable Financial Services Representative with a track record of productivity and efficiency in task completion. Expertise in financial analysis, customer relationship management, and regulatory compliance. Strong communication, problem-solving, and time management skills enable exceptional service delivery in fast-paced environments.

Overview

5
5
years of professional experience

Work History

Financial Services Representative

Gatestone Inc
07.2023 - Current
  • Negotiating, planning, and assisting consumers with correct payment resolutions on one or multiple credit card accounts, including consumer and business accounts.
  • Initiating consumer negotiations for debt recovery through phone and generating arounf 100-120 outbound and inbound calls a day, and ranking among the Top 5 percentile for performance.
  • Conducting payment transactions electronically and negotiating payment arrangements for consumers on their accounts within FDCPA guidelines and thereafter documenting them.
  • Continually delivering positive and difficult messages, managing and every call while multi-tasking and navigating through multiple pages and accurately documenting each consumer’s situation.
  • Researching and answering questions regarding account status, Assisting as personal financial advisor over the phone and ownership of fiduciary responsibility for the client.
  • Providing timely, efficient, courteous, and respectful customer service by trying to provide an apt solution to the problem or escalating them to the appropriate department.
  • Analyzing accounts, interpreting summaries and implementing agreed upon plan to manager client portfolios.
  • Informing consumers of outstanding balances while attempting to collect payments, reviewing and verifying consumer account information;

Assistant Compliance Officer

Hitech Corporation Ltd
Mumbai, Maharashtra India
01.2022 - 11.2024
  • Participated in meetings with senior management to discuss current trends in the industry related to compliance requirements.
  • Provided guidance on best practices for ensuring adherence to relevant rules and regulations.
  • Created presentations for stakeholders about proposed changes in regulation or policy initiatives.
  • Ensured timely submission of periodic reports required by government agencies.
  • Assisted in the development of compliance policies and procedures.
  • Attended seminars, conferences, and workshops related to compliance topics.
  • Maintained records of all regulatory filings and monitored deadlines for submissions.
  • Conducted regular internal audits to ensure compliance with applicable laws and regulations.
  • Reviewed contracts, documents, and other legal instruments for accuracy and completeness.
  • Responded promptly to inquiries from external agencies concerning compliance matters.
  • Analyzed data to provide insights and recommendations for mitigating conduct risk.

Administrative Assistant

S Gems
Mumbai, Maharashtra India
08.2019 - 10.2021
  • Processed invoices for payment using accounting software applications.
  • Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Managed incoming calls while providing information or transferring callers to appropriate personnel.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Created travel arrangements and distributed travel details to appropriate personnel.
  • Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.

Education

Graduate Certificate - Data Analytics for Business Decisions

Durham College
Oshawa, ON
08-2024

Certificate - Finance

Canadian Securities Institute
Toronto, ON
05-2024

Graduate Certificate - International Business Management

Durham College
Oshawa, ON
08-2023

GED -

Institute of Company Secretaries of India
India
12-2022

Bachelor of Commerce - Accounting And Finance

University of Mumbai
Mumbai
08-2019

Skills

  • Organization and Time Management
  • Relationship Management
  • Portfolio Management
  • Debt management
  • Account Retention
  • Credit analysis
  • Clerical Support
  • Problem-Solving
  • Project Planning
  • Time Management

Timeline

Financial Services Representative

Gatestone Inc
07.2023 - Current

Assistant Compliance Officer

Hitech Corporation Ltd
01.2022 - 11.2024

Administrative Assistant

S Gems
08.2019 - 10.2021

Graduate Certificate - Data Analytics for Business Decisions

Durham College

Certificate - Finance

Canadian Securities Institute

Graduate Certificate - International Business Management

Durham College

GED -

Institute of Company Secretaries of India

Bachelor of Commerce - Accounting And Finance

University of Mumbai

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Mahima Koya