SANDRA TATAW
Saint John,NB
Summary
Goal-oriented and driven, I excel in team-minded organizations that prioritize customer satisfaction. With fluency in both English and French, I bring a unique international perspective. As a Certified International Trade Professional (CITP|FIBP), my expertise lies in business advisory services including business risk assessment, trade facilitation, budgeting and forecasting, credit risk, financial reporting, and delivering crucial information to senior managers. My creative problem-solving abilities and collaborative approach consistently result in increased efficiency and the production of comprehensive month-end reports.
Overview
12
12
years of professional experience
Work History
Collection Contact Officer
Canada Revenue Agency
03.2024 - 12.2025
- Engage with customers via phone, email, and mail to collect outstanding debts.
- Negotiate payment plans and follow up on agreements to ensure compliance.
- Document all customer interactions and maintain accurate records in the system.
- Respond to customer inquiries regarding their accounts, payments, and disputes.
- Liaise with other departments to resolve complex account issues effectively.
- Monitor accounts for possible delinquency and take appropriate legal actions.
- Provide exceptional customer service throughout the collection process
- Conducted thorough investigations into complex cases, leading to successful resolution of numerous high-profile incidents.
- Collected, arranged, and input information into database system.
Insurance Advisor
TD Insurance
11.2021 - 03.2024
- Promotes company features and benefits as part of ongoing portfolio reviews
- Promotes client loyalty through attention to detail and relationship-building
- Assess clients' insurance needs and provide personalized advice on insurance products and services.
- Develop and maintain relationships with clients to ensure continued satisfaction and retention.
- Analyze existing client insurance policies and recommend necessary updates or changes.
- Educate clients on various insurance options and the advantages and disadvantages of each.
- Prepare and present insurance proposals and quotes to potential clients in a clear and comprehensive manner.
- Stay up-to-date with industry regulations, trends, and changes in insurance products to better serve clients.
- Collaborate with underwriters and claims processors to ensure seamless service delivery and resolution of client inquiries.
Executive Assistant
Ernst & Young
02.2020 - 10.2020
- Manage executive schedules and coordinate meetings effectively
- Prepare and edit correspondence, reports, and presentations
- Handle confidential information with integrity and professionalism
- Assist in the preparation of financial reports and presentations as needed
- Organize travel arrangements and itineraries for executives
- Act as a liaison between executives and clients, ensuring clear communication
- Maintain and update filing systems, both electronic and paper-based
- Support project management activities, ensuring deadlines are met and deliverables are completed.
Business Operation Analyst
Adored Beast Apothecary
09.2019 - 09.2020
- Exercise initiative, judgment, and decision making in solving problems and meeting project and organizational objectives
- Participate in the development of an export strategy and action plan
- Conduct both primary and secondary market research and present findings to the team
- Developing and maintaining tools, documents and reports supporting business growth initiatives
- Participate in trade shows/ conferences, organizing itinerary, travel as required
- Maintain supply inventory reporting Internationally and National
- Comply with all governmental regulations for exporting, according to Canadian and foreign customs authority guidelines
- Monitor regulatory changes and update compliance policies and practices in accordance with changing needs
- Always execute on policies and procedures which support the business strategy
- Perform other analytical or administrative tasks as required by the business operations function
- Take charge of the exportation of our finished materials and importation of our raw materials
Lending Specialist
Fairstone-Financial
02.2019 - 09.2019
- Company Overview: Canada
- Proactively educate clients and demonstrate ownership of all enquiries
- Soliciting for new and renewal business through customer contact to generate sales lead both over the phone and in person
- Building trust and maintaining ongoing relationships
- Followed up client on different financial products like personal loans, secured personal loans, Auto loans, insurance and Mortgage
- Detected and identified sales opportunities of complementary products and engaged in targeted solicitation
- Act with professionalism in order to promote lasting relationship with existing and new customers
- Increased financial transactions by 50% by hosting in person client visit to market the company's products over those of competitors
- Effectively gathering information during the loan application process to offer a personalized lending solution
- Canada
Customer Service
Walmart Canada
10.2017 - 03.2018
- Handled and maintained customer orders and internal requisitions as well
- Maintained accurate handling of cash and balanced end of day sales to achieve accurate bookkeeping records and minimize discrepancies
- Actively promoted special sale items to customers to an increased the awareness and profitability of products
- Solved customer complaints by remaining calm, speaking to the customers, and developing a suitable solution by providing accommodated services to increase customer satisfaction
Client Service Advisor
Union Bank
08.2015 - 08.2017
- Company Overview: Cameroon
- Created new accounts which resulted in 120% of annual sales objective my client sales objectives were to meet up with the company desire which was at least 97%
- Processed expirations and renewals of credit lines and terms of deposits
- Detected and identified sales opportunities of complementary products and engaged in targeted solicitation
- Followed up client on different financial products like checking accounts, savings accounts, debit and credit cards insurance and wealth management
- Proactively educate clients and demonstrate ownership of all enquiries
- Prepared and analyzed client report by translating data into meaningful information
- Educated clients on specific product offered by the bank
- Ensured customer documentation is filed and organized accurately in a timely fashion
- Answered financial and business questions by researching and interpreting data, researched on customers data base, consumption pattern, various interest rates for various products and services
- Cameroon
Client Service Advisor
Express Union
06.2014 - 09.2014
- Company Overview: Cameroon
- Maintained budget system including monthly general ledger reconciliation
- Increased financial transactions by 50% by hosting in person business visit to market the company's technological edge over the competitors
- Developed a deep understanding for my client's industry and business goal
- Developed strategic client relationship and build loyalty for the company's product and services
- Kept abreast with industry development and best practice to improve customer experience
- Designed and implemented a new efficient workflow procedure resulting in a 25% increase in daily key performance indicators
- Cameroon
Education
Master of Organizational Management -
Crandall University
07.2019
International Business Management (Postgraduate) -
New Brunswick Community College
06.2018
Bachelor's degree - Economics
University of Buea
01.2015
Skills
- Computer Skills
- Microsoft Word, Excel (VLOOKUP, Pivot tables, financial functions etc), PowerPoint, Outlook, SharePoint, Teams, Account Receivable Platform, Heron Road, T1 Case, FileNet, ELCS, Tracking tool, Payroll Reconciliation Tool, Vocalls, Genesys, LLCO-Eco, Desktop Tool
Certificates And Licenses
- 2018, FITT-EDC
- 2020, Professional Sales Reinvented
- 2021, Certified International Trade Professional (CITP|FIBP)
Languages
French
Native or Bilingual
English
Full Professional
Timeline
Collection Contact Officer
Canada Revenue Agency
03.2024 - 12.2025
Insurance Advisor
TD Insurance
11.2021 - 03.2024
Executive Assistant
Ernst & Young
02.2020 - 10.2020
Business Operation Analyst
Adored Beast Apothecary
09.2019 - 09.2020
Lending Specialist
Fairstone-Financial
02.2019 - 09.2019
Customer Service
Walmart Canada
10.2017 - 03.2018
Client Service Advisor
Union Bank
08.2015 - 08.2017
Client Service Advisor
Express Union
06.2014 - 09.2014
International Business Management (Postgraduate) -
New Brunswick Community College
Bachelor's degree - Economics
University of Buea
Master of Organizational Management -
Crandall University
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