Nathalie Niwemutoni

• Support data entry into client files, client service tracking and reporting tools as required
• Track financial transactions in an excel sheet and other systems/databases in accordance with the company and provincially regulated guidelines
• Compare financial data from multiple sources/systems to ensure accuracy and consistency
• Maintain accounts receivable and accounts payable processes which includes overseeing and supporting the processing of program requisitions, invoices, payments and reconciliations – associated with funding, purchases, rebates
• Reconcile information in the company’s financial tracking tool with General Ledger
• Ensure proper authorizations on documents prior to processing
• Complete financial reports based on revenue and expenditure budgets as per business cycle needs – weekly to annual (purchase reports, Quarterly HST)
• Provide basic/general analysis on number variances in financial reports
• Consult with Manager, Coordinators and Finance department to follow up on requisitions and invoices related to all programs
• Compile the data for funder and annual reports
• Take minutes meetings as required
• Schedules meetings and appointments as required

• Handle the daily volume of telephone inquiries
• Process group plan member health & dental claims by applying established policies and procedures,
• Respond to inquiries related to claims, benefits payable, and general group plan policies.

• Support the lending company's business in resolving customer's concerns

Research, analyze and document root cause(s) that drove the complaint, partnering with business groups

• Use critical thinking and expertise to anticipate and identify issues

• Effectively work with all levels of the organization to drive impartial and fair resolution to customer complaints

• Properly track regulatory complaints for further assessment by the business, and for reporting to the regulatory agencies.

• Completed written customers requests in a timely manner
• Processed basic inquiries such as updating customers information, closing accounts, increase or decrease credit limits, remove interest charges
• Use of excel and other Microsoft office applications for outgoing mail, data recording or analysis as per managers requests
• Resolved card rejects issues, complete Power of Attorney, legal and government written requests
• Trained new employees
• Assigned different tasks to coworkers
• Managed shared mailbox to ensure requests are completed in an efficient manner.

• Answered inbound calls in a timely and friendly manner Provided general information pertaining credit cards and statements
• Answered inquiries about the products and services and provide personalized service
• Identified customers’ needs and provide solutions and/or alternatives.
• Resolved customer issues and complaints and/or escalate if necessary
• Performed credit limit increases, transfer request, update customer information.

• Provided account services to customers such as deposits, withdrawals, wires, card replacement, order checks, closing accounts, selling foreign currencies
• Answered to customers' inquiries
• Let customers know about promotions depending on the accounts they have
• Assisted customers with daily financial transaction (online) and balance cash at the end of shifts.

• Prepared sandwiches
• Cleaned and sanitized work area
• Operated cash register
• Performed other tasks as requested

• Served customers