Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
Biliingual Mortgage Specialist
Equitable Bank
05.2023 - Current
Assisted clients in honoring their payments and processed payments when overdue, handling documentation such as occupancy checks, demands for lawyers, and bill payments.
Assisted clients in arranging payment accommodations.
Ensured compliance of all written and electronic documentation, maintaining highly organized and current data files for all client sales folders.
Determined liability, assessed the value of claims, and set reserves accordingly.
Coordinated and controlled the progress of files, including liaising with lawyers, adjusters, borrowers.
Prepared and maintained reports and correspondence pertinent to ongoing operations.
Liaised with the underwriting ; renewal and recovery department regarding claims .
Responded to inquiries from brokers, and borrowers.
Client Account Specialist
AnswerNet
06.2022 - 12.2022
Managed existing accounts with superior service.
Prospected and nurtured relationships with multiple account holders.
Collaborated with management to achieve sales targets, contributing to a 10% increase in team efficiency.
Identified new opportunities with customers and facilitated contract renewals by proposing tailored alternatives.
Client Account Specialist
Bay Consulting Group
06.2021 - 06.2022
Interacted with internal customers to understand business needs and translate into requirements and project scope.
Improved business direction by prioritizing customers and implementing changes based on collected feedback.
Generated business intelligence reports to inform strategic decision-making.
Education
Bachelor of Arts - Economics
York University
Toronto, ON
10.2022
Skills
Proficient in English and French, with excellent oral and written communication abilities
Effective problem-solving and strong analytical skills, capable of developing and implementing effective solutions
Exceptional customer service skills, adept at building and maintaining relationships with clients
Service-oriented with a positive attitude and a strong drive to succeed
Demonstrated interpersonal skills, effective in a team environment
High attention to detail
Possess strong organizational and multitasking skills, with the ability to meet deadlines and prioritize tasks effectively
Intermediate proficiency in Microsoft Office products, primarily Excel
Languages
English
Full Professional
French
Native or Bilingual
Timeline
Biliingual Mortgage Specialist
Equitable Bank
05.2023 - Current
Client Account Specialist
AnswerNet
06.2022 - 12.2022
Client Account Specialist
Bay Consulting Group
06.2021 - 06.2022
Bachelor of Arts - Economics
York University
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