Shailav Patel
Brampton,Ontario
Summary
To Become a successful Agent in the Banking Sector where I can Build a long-lasting relationship with clients and seek various growth and profitable avenues for the organization.
Overview
10
10
years of professional experience
Work History
Client Account Administration
Bank of Montreal
Toronto, Ontario
12.2023 - 05.2024
- Processing new Account setup for BMO SMARTFOLIO(Exchange Traded Funds) accounts for RRSP, TFSA, RESP, RIF, Individual and Joint accounts.
- Verify all onboarding Documents by matching the Client details between RIS(Retail Information system) and Documents sent by the branch to ensure the client meets AML(Anti Money Laundering) and notify the branch for any mismatch information, or if the client does not meet AML.
- Verify the client identity between RIS and PATHWAY application by using the existing account of the client with BMO Investorline, BMO Bank account or BMO Nesbitt burns.
- Setting up new EFT(Electronic funds transfer), making changes, and deleting an existing EFT for all Registered and Non-registered Accounts.
- Performing Account maintenance transactions like closing Smartfolio account, updating Investor profile for the client based on Investment objectives. Updating Client Personal info, Beneficiary in RIS and AWS Redo (Amazon web services).
- Processing all Tickets assigned efficiently and in a timely manner based on their SLA. Making sure SLAs are not missed.
Mutual Fund Operation Officer/Back Office
TD BANK
Toronto, ON
01.2023 - 08.2023
- Processing transactions on mutual funds accounts like RRSP, SPOUSAL RRSP, TFSA, LIRA, RIF OR LIF. Ensuring documents received are in good order and with HO Authorized Signature.
- Processing client requests to make contributions into RRSP, TFSA and Non-registered accounts by setting up PAC or AWD. Processing Purchase and Redemption Transactions as well.
- Process Mutual Fund Documents or requests like Transfer All in cash, Transfer All inkind, Partial Transfer or All assets Transfer where some funds will be redeemed and some funds will be transferred as it is, for TD Retail and TD Dealer accounts.
- Create Mutual Fund RRSP, TFSA, RIF Account.
- Processing Documents in both systems CGI 360(Dealer side), and SMS(Retail side). Accessed KOFAX KTA to retrieve documents.
Mortgage Processor/BACK-OFFICE Assistant
CIBC
Mississauga, ON
11.2021 - 11.2022
- Processing Mortgage Applications for Clients including Conventional Mortgage, Refinance CIBC, Transfer-in Mortgage, Port Mortgage, Rate Hold Applications, and CIBC Home Power Plan Applications
- Verify Client Information like name/address, assets and liabilities, Income, and employment as per LCMS and input data into COIN Application Software
- Prioritize and organize workload based on SLA (Service Level Agreement) with Clients
- Processing Re-Submission Application by Mortgage Advisor
- Reviewing and Reconciling Mortgage Application paperwork as well as researching discrepancies and questionable transactions within applications.
Front Desk Associate/Night Auditor
Courtyard by Marriott
Niagara Falls, Ontario
11.2018 - 09.2021
- Process guest and group reservations and Perform check-ins and check-outs
- Coordinated with housekeeping, maintenance, and other property teams to handle every guest’s needs with professionalism and speed
- Warmly greeted incoming guests, issuing room keys and providing information regarding policies and amenities
- Contacted customers and guests to confirm reservations
- Managed customer complaints and rectified issues to complete satisfaction.
Front Desk/Head Night Auditor
BEST WESTERN HOTEL
Newmarket, ON
10.2014 - 08.2018
- Welcomed patrons to the front desk and engaged in friendly conversations while conducting the check-in process
- Explained and pointed out property details to patrons, including dining areas, pool, spa, and fitness center
- Posted charges, updated accounts, and issued bills to departing guests
- Balanced accounts and conducted nightly audits to keep bookkeeping current
- Enhanced guest satisfaction by answering inquiries about business operations and policies, resolving concerns, and developing creative solutions to guest concerns.
Education
DIPLOMA - HOSPITALITY MANAGEMENT
NIAGARA COLLEGE
04-2014
MASTER of COMMERCE -
MUMBAI UNIVERSITY
04.2008
Skills
- Active Listening
- Customer and Personal Service
- Effective Communication
- Accounting Skills
- Critical Thinking
Timeline
Client Account Administration
Bank of Montreal
12.2023 - 05.2024
Mutual Fund Operation Officer/Back Office
TD BANK
01.2023 - 08.2023
Mortgage Processor/BACK-OFFICE Assistant
CIBC
11.2021 - 11.2022
Front Desk Associate/Night Auditor
Courtyard by Marriott
11.2018 - 09.2021
Front Desk/Head Night Auditor
BEST WESTERN HOTEL
10.2014 - 08.2018
DIPLOMA - HOSPITALITY MANAGEMENT
NIAGARA COLLEGE
MASTER of COMMERCE -
MUMBAI UNIVERSITY
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