Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline

Poonam Patel

Grant Program Advisor
Edmonton,AB

Summary

  • To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, problem-solving skills, and a detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

9
9
years of professional experience

Work History

Grant Program Advisor/Officer

Government of Alberta
Edmonton, AB
02.2021 - Current
  • Review assigned case files, and determine whether employers' and employees' positions are to meet eligibility criteria within Canada Alberta Job Grant, Critical Worker Benefit guidelines, and other day-to-day activities.
  • Maximized team knowledge and productivity by training, monitoring, and directing employees in applications of best practices and regulatory protocols.
  • Uncovered issues to determine problem solutions and assist program participants.
  • Analyzed program effectiveness to modify, adapt and optimize workflows.
  • Communicated project status, requirements, and deadlines to stakeholders.
  • Assessed and approved course content by evaluating compliance with legal and program requirements.
  • Partnered with the program management on recommendations, process improvements, and corrective action plans.
  • Worked with management as an assistant such as working with the administrative team and helping with pilling applications from the system.

Payment Service Officer

Service Canada Employment Insurance
Edmonton, AB
05.2020 - 10.2020
  • Determined eligibility of applicants for employment insurance benefits and referrals programs.
  • Ascertained facts on issues as reasons for lost of employment and availability for work
  • Investigated claims about possible fraud or misuse.
  • Continuously stayed up to date on policy and requirement changes
  • Provided information and managed over 30 customer emailed and telephone requests per day.
  • Updated client information in CRM and financial reporting systems
  • Kept application on task and payments moving by quickly, scanning, processing, storing documents, and reports
  • Approved or rejected claims based on standard guideline
  • Entered client details and notes into system for interdepartmental access and review.

Senior FSR/ Financial Service Representative

Canadian Imperial Bank of Commerce
Edmonton, AB
11.2017 - 05.2020
  • Continuously exceeded quarterly sales goals by 15% and was within Alberta's regional top, 30% sales list throughout 2019 and 2020.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries, and providing quotes.
  • Participated in team-building activities to enhance working relationships, and continuous improvement by generating suggestions.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
  • Capitalized on gaps in the market and reached out personally to onboard new clients, process transfer paperwork, and set up new accounts.
  • Received several ACE nominations.

Personal Banking Representative

President's Choice Financial/CIBC
Lloydminster/Edmonton, AB
12.2013 - 11.2017
  • Expanded client base by promoting new financial products.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Processed customer requests for statements, ordered additional checks, and updated customer personal information in the database.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolios.
  • Continually boosted branch production and revenue by 15% by consistently meeting all monthly and quarterly sales goals
  • Achieved consistent recognition as a top sales performer.

Education

Postsecondary - Business Communication

Sheridan College-Davis Campus, Brampton, ON
10.2008

Provisional National Trade Certificate - Data Preparation And Computer Software

Industrial Training Institute, Visnager, India
05.1996

Bachelor of Science - Botany

M.N. College, Visnager, India
01.1993

Skills

  • Records Management Systems
  • Meeting Minutes
  • Report Analysis
  • Excel Spreadsheets
  • Advanced MS Office Suite Knowledge
  • Process Optimization
  • 10-Key Proficiency
  • Data Entry Documentation
  • CRM Software
  • Customer and Client Relations
  • Time Management
  • Calendar Management
  • Mail Management
  • Multi-Line Phone Systems

Accomplishments

Accomplishments

· Achieved 30% top religious sales leaderboard by completing 100% plus with all categories.

AWARD

· Client Award of Excellence, CIBC, 2019 In recognition of dedication to providing excellent customer service

Timeline

Grant Program Advisor/Officer - Government of Alberta
02.2021 - Current
Payment Service Officer - Service Canada Employment Insurance
05.2020 - 10.2020
Senior FSR/ Financial Service Representative - Canadian Imperial Bank of Commerce
11.2017 - 05.2020
Personal Banking Representative - President's Choice Financial/CIBC
12.2013 - 11.2017
Sheridan College-Davis Campus - Postsecondary, Business Communication
Industrial Training Institute - Provisional National Trade Certificate, Data Preparation And Computer Software
M.N. College - Bachelor of Science, Botany

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Poonam PatelGrant Program Advisor