Sandeep Kaur
Winnipeg,MB
Summary
Detail-oriented professional with a strong foundation in banking and taxation. Proven ability to manage complex accounts while ensuring compliance and accuracy. A collaborative team player dedicated to delivering strategic solutions that drive business growth.
Overview
4
4
years of professional experience
Work History
Resolution Officer - Credit management
Royal bank
Winnipeg, Manitoba
07.2023 - Current
- Managed low to high-risk Personal and Business files, ensuring comprehensive oversight and compliance.
- Handled both CAD and US accounts, ensuring accuracy in records.
- Responded to incoming client calls addressing inquiries about accounts and payment arrangements.
- Documented client communications, tracking payment promises, disputes, and tailored recommendations.
- Sent formal notices and demand letters regarding overdue payments, including legal warnings.
- Recommended actionable strategies based on thorough account assessments and client requirements.
Outbound Collections Officer
Credit Management
08.2022 - 07.2023
- Contacted clients by phone to discuss and establish feasible payment options and plans based on their financial situation.
- Escalated accounts to legal department or recoveries for action after clients failed to respond to payment obligations by due dates.
Tax Professional
H&R
Brandon, Manitoba
- Answered tax-related queries, ensuring clients received accurate and timely information.
- Assisted senior tax professionals with various tasks, contributing to team efficiency during peak seasons.
- Offering and communicating extra products of the organization to the clients.
- Printed and organized documents systematically, maintaining an efficient filing system.
Education
Bachelor of Business Administration - Accounting
Yorkville University
Bc06-2026
Diploma - Accounting
Assiniboine Community College
Brandon03-2021
Skills
- Tax Compliance Knowledge
- Financial Record Management
- Debt resolution
- Microsoft Office Suite
- Team collaboration
- Interpersonal communication
- Communication skills
Timeline
Resolution Officer - Credit management
Royal bank
07.2023 - Current
Outbound Collections Officer
Credit Management
08.2022 - 07.2023
Tax Professional
H&R
Bachelor of Business Administration - Accounting
Yorkville University
Diploma - Accounting
Assiniboine Community College