Namita Joshi
Delta,BC
Summary
Dedicated and knowledgeable individual with vast experience providing exceptional customer service to a wide variety of clients. Proven ability to quickly assess customer needs and provide appropriate solutions. Skilled in resolving customer issues, managing customer relations, and providing detailed product knowledge. Committed to streamlining processes to improve customer service efficiency and satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
SENIOR CUSTOMER SERVICE REPRESENTATIVE
Securian Canada
Burnaby , BC
2023.12 - Current
- Provided excellent customer service to a diverse range of clients and credit unions, building strong relationships and ensuring high levels of satisfaction.
- Demonstrated ability to work independently under minimal supervision while meeting daily objectives and goals set by manager.
- Developed deep understanding of company products and services, responding promptly to inquiries and resolving issues quickly and efficiently.
- Contributed ideas and suggestions during team meetings which helped streamline operational processes and maximize productivity.
- Mitigated system errors with proactive verification of billing information and manually calculating refund amounts to maintain accuracy.
ASSESSMENT PROCESSING OFFICER
Canada Revenue Agency
Surrey , BC
2022.09 - 2023.11
- Communicating with tax payers regarding benefits programs and advising what documents are required to support claim.
- Review and verification of documents submitted to support benefit programs and advising applicants the results of the review.
- Analyzing internally generated and manually created files regarding benefits claims and tax payers identity verification.
- Generating correspondence to communicate with tax payers after assessing if the tax payer is eligible for certain benefits.
- Conducting analysis on tax payers account to identify any third party unauthorized access.
- Handling high incoming calls queue to provide service to taxpayers.
FINANCIAL AID ADVISOR
Capilano University
North Vancouver , BC
2022.02 - 2022.09
- Advised students regarding various financial assistance options, provided information and resources to students and assisted in completing the appropriate forms, interviewed students and assessed their financial status as identified by the interview and application documents and referred students when appropriate, to other services
within the University (e.g Counseling, Academic Advising, Disability Services, First Nations, Financial Services) - Administered a variety of University student financial assistance programming, including coordinating and
communicating information to departments pertaining to the awards processing, determining eligibility, assessing and evaluating bursary, scholarship and award applications while applying established criteria, guidelines or procedures. Reviewing and verifying department selections to ensure recipients meet award eligibility
requirements, recommending approval for distribution of such funds to the Supervisor and/or the Associate Registrar, prepared cheque requisitions. - With the guidance of the Supervisor, established and implemented procedures and processes on the
administration of all aspects of government funded, University administered student financial, assistance
programs (e.g AUG) to ensure programs are accessed by eligible students.
STUDENT FINANCIAL PLANNER
CDI College
Burnaby , BC
2021.03 - 2022.02
- Working with students to develop payment and financial assistance plans incorporating government funding, College scholarships and personal resources.
- Providing information, guidance and assistance to students on funding and the financial aid application process.
- Ensuring compliance with internal and external policies, procedures and standards.
- Supporting the administrative functions of the campus to enhance the student experience.
FINANCIAL SERVICES REPRESENTATIVE
Easy Financial Services
Surrey , BC
2020.08 - 2021.03
- Opening loan accounts for new customers and update existing customer accounts.
- Interview applicants for personal loans
Assisting clients by providing personal loans to address financial objectives such as bill payments, living expenses and debt consolidation. - Researching and evaluating loan applicant's financial status, references, credit and ability to repay the loan based on their debt to income ratio.
- Submitting credit and loan applications to verifications department with recommendations for approval.
- Rejecting applications within authorized limits ensuring that credit standards of the institution are respected.
Education
Post-Baccaleurate Diploma - Finance
Thompson Rivers University
Kamloops, BC12.2019
Bachelor of Commerce -
Mumbai University
India03.2012
Skills
- Problem solving abilities
- Meticulous
- Communication
- Team work
- Computer proficiency
- Organizational know-how
Certification
Investment Funds in Canada
References
References available upon request
Timeline
SENIOR CUSTOMER SERVICE REPRESENTATIVE
Securian Canada
2023.12 - Current
ASSESSMENT PROCESSING OFFICER
Canada Revenue Agency
2022.09 - 2023.11
FINANCIAL AID ADVISOR
Capilano University
2022.02 - 2022.09
STUDENT FINANCIAL PLANNER
CDI College
2021.03 - 2022.02
FINANCIAL SERVICES REPRESENTATIVE
Easy Financial Services
2020.08 - 2021.03
Post-Baccaleurate Diploma - Finance
Thompson Rivers University
Bachelor of Commerce -
Mumbai University
Investment Funds in Canada
Similar Profiles
Sabrina UmuhireSabrina Umuhire
Bilingual creditor claims analyst at Securian CanadaBilingual creditor claims analyst at Securian Canada
Christopher RodriguezChristopher Rodriguez
Records Management Specialist at Securian Financial/The Standard (Contract)Records Management Specialist at Securian Financial/The Standard (Contract)
Collin PepinCollin Pepin
Actuarial Consultant at Securian FinancialActuarial Consultant at Securian Financial