Rachel Wookey
Prince George,Canada
Summary
Experienced finance and client services professional with a strong background in property operations, policy compliance, and stakeholder communication. Skilled in managing housing payments, overseeing budgets, and supporting cross-functional teams. Seeking to contribute leadership, financial insight, and service excellence to BC Housing’s mission of providing safe and affordable housing in British Columbia.
Overview
11
11
years of professional experience
Work History
Treasury Services Representative
University of Northern British Columbia – Finance Department
Prince George, BC, Canada
01.2024 - Current
- Respond to student account inquiries while ensuring compliance with FIPPA and institutional policies.
- Process and reconcile tuition, housing, library, and other institutional payments across multiple systems.
- Prepare balancing reports and journal entries; manage floats and deposit bags for all UNBC business units.
- Issue student ID cards and stickers; support regional campus staff and departments with financial policy training.
- Streamline business procedures and support administrative efficiency within finance and student services.
Collections Contact Officer
Government of Canada – Canada Revenue Agency
Canada
06.2022 - 12.2024
- Conducted investigations and resolved discrepancies in financial accounts.
- Interviewed individuals to assess financial status and verify information.
- Enforced reporting requirements and ensured compliance with federal financial regulations.
- Regularly used government databases to track, update, and analyze data related to tax files and legal actions.
Personal Lines Insurance Broker
Western Financial Group
Canada
09.2014 - 08.2022
- Managed client portfolios and advised on insurance policies, maintaining detailed client records.
- Provided excellent client service while ensuring policy compliance and data accuracy.
- Trained and supported new staff in policy systems and administrative workflows.
Education
Financial Accounting Basics
University of Northern British Columbia
Property Management
General Insurance Level One -
Insurance Council of BC
Dogwood Diploma -
Kelly Road Secondary School
Skills
- Financial Operations & Reporting
- Payment Processing & Reconciliation
- Budget & Cash Flow Management
- Housing & Rent Administration
- Client Account Management
- Policy Compliance (FIPPA, CRA)
- Staff Training & Team Support
- Conflict Resolution & Communication
- Microsoft Office & Database Systems
- Problem Solving & Adaptability
Languages
English
Native or Bilingual
<Enter your own>
Additional Experience
- Residential Care Aide – Tuson & Associates (2014–2016)
- Shift Manager – McDonald's (2006–2013)
Timeline
Treasury Services Representative
University of Northern British Columbia – Finance Department
01.2024 - Current
Collections Contact Officer
Government of Canada – Canada Revenue Agency
06.2022 - 12.2024
Personal Lines Insurance Broker
Western Financial Group
09.2014 - 08.2022
Property Management
General Insurance Level One -
Insurance Council of BC
Dogwood Diploma -
Kelly Road Secondary School
Financial Accounting Basics
University of Northern British Columbia