Michelle Singh
Maple Ridge,Canada
Summary
Detail-oriented professional with extensive experience in bookkeeping and administration at Armada Mortgage. Skilled in QuickBooks and financial reporting, I excel at enhancing operational efficiency and fostering strong vendor relationships. My commitment to customer service and effective communication has consistently improved team collaboration and client satisfaction.
Overview
14
14
years of professional experience
Work History
Bookkeeper/Administration, Underwriting Assistant
Armada Mortgage
12.2021 - Current
- Use bookkeeping software, spreadsheets, and other databases to post up-to-date financial transactions.
- Quickbooks
- Maintain an accurate record of financial transactions
- Reconciliation of entries into the accounting system
- Data entry
- Performed monthly bank reconciliations to verify the accuracy of financial data
- Managed accounts payable and receivable processes, ensuring accurate and timely recording of financial transactions
- Administration & Customer Service
- Maintained confidential files and records with utmost discretion to ensure data security
- Responded to inquiries from clients, vendors, and employees promptly and professionally
- Performed general administrative tasks such as photocopying, scanning, faxing, filing, and sorting mail
- Managed incoming calls on a multi-line phone system while providing excellent customer service
- Collaborated with cross-functional teams to support project management initiatives as needed
- Maintained confidentiality when handling sensitive information related to employee records or company finances
- Contributed to team collaboration by actively participating in meetings and providing input
- Developed and implemented new administrative procedures that improved efficiency
- Provided training to new employees on office policies, procedures, and systems
- Served as a liaison between departments to facilitate effective communication and problem-solving
- Providing Product Knowledge: Possessing a thorough understanding of the company's services to effectively answer customer questions and provide guidance
- Following Procedures by adhering to company policies and procedures when handling customer requests and issues.
- Underwriting Assistant
- Examining applications to ensure they meet the company's underwriting guidelines
- Data Collection and Entry: Gathering and inputting necessary data from clients, brokers, and agents into underwriting systems to assess risks
- Reviewing Applications: Examining insurance applications, ensuring all required documents are submitted, and verifying the accuracy and completeness of information.
- Risk Analysis Support: Helping underwriters assess the risk involved by compiling data from different sources, such as client financial records
- Communicating with Clients: Liaising with clients, agents, and brokers to gather additional information or clarify details for underwriting decisions.
- Organizing Files and Records: Maintaining accurate records of applications, policies, endorsements, and other relevant documents.
- Generating Reports: Preparing regular reports on the underwriting process, claims, and policy renewals to keep stakeholders informed.
- Monitoring Deadlines: Ensuring that all documentation and underwriting decisions meet deadlines and are in compliance with regulations.
- Assisting in Policy Renewals: Helping to track policy expiration dates and assisting in the renewal process, including preparing renewal documents
- Maintained up-to-date knowledge of company products and services to assist clients effectively.
- Entered data accurately into various software programs for record-keeping purposes.
Administrative Clerk
Phoenix Building Maintenance
01.2015 - 03.2021
- Creating job postings
- Opened and sorted incoming mail and prepared outgoing mail.
- Ordered, stocked, and maintained supply inventory to facilitate office operations.
- Conducted basic bookkeeping duties to assist the accounting department.
- Operated office equipment like printers, copiers, and fax machines effectively.
- Supported HR activities by maintaining employee records confidentially.
- Handled incoming calls and directed them to appropriate departments.
- Performed data entry tasks with attention to detail and accuracy.
- Maintained accurate records and files to support office efficiency.
- Provided customer service by resolving issues promptly via phone or email.
- Organized meetings, including scheduling rooms and notifying participants.
- Scheduling interviews
- Maintaining/organizing confidential files
- Maintaining computer and manual filing systems
- Processing expense sheets and invoices
- Resolve administrative problems
- Involved in payroll
- Bookkeeping
- Reviewed documents for accuracy before submission or filing.
- Kept office documents well-organized and quickly retrieved files for team members.
- Sorted, distributed and mailed invoices, bills and checks to intended recipients.
- Supported accounting department with A/P, A/R and payroll functions.
Cashier/Customer Service
Save on Foods
06.2015 - 12.2015
- Customer service
- Team work
- Ensure department is stocked and well presented
- Provide customers with information about different products
- Ensure a clean and sanitary environment
Cashier/Clerk
MJ Janitorial Supplies
04.2011 - 08.2011
- Answer phones
- Stocked shelves
- Processed cash, credit, and debit transactions
- Data entry
Education
Bachelor of Business Administration - Human Resources
University of the Fraser Valley
Abbotsford, BC01.2018
Skills
- Customer Service
- QuickBooks
- Phone Etiquette
- Receptionist
- Clerical Experience
- Scheduling
- Microsoft Outlook
- Journal entries
- Accounts receivable
- Task prioritization
- Financial reporting
- MS Office
- Administrative Experience
- Accounts Payable
- Outlook
- Microsoft Word
- Microsoft Excel
- Payroll
- Multitasking capacity
- Data entry
- Payment calculation
- Financial recordkeeping
ATTRIBUTES AND SKILLS
- Organized and punctual
- Able to prioritize tasks
- Self-motivated
- Reliable and responsible
- Teamwork skills
- Leadership abilities
- Open minded and forward thinking
- Good communicator
- Detail oriented
- Positive attitude
- Appreciative of diversity
- Caring and compassionate
- Competent with computers and other technology
- Able to adapt to new procedures/environments
Timeline
Bookkeeper/Administration, Underwriting Assistant
Armada Mortgage
12.2021 - Current
Cashier/Customer Service
Save on Foods
06.2015 - 12.2015
Administrative Clerk
Phoenix Building Maintenance
01.2015 - 03.2021
Cashier/Clerk
MJ Janitorial Supplies
04.2011 - 08.2011
Bachelor of Business Administration - Human Resources
University of the Fraser Valley
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