Shannon Williams
Summary
Proven leader and collaborative team player with extensive experience at FirstOntario Credit Union. Skilled in policies, demonstrating quick learning ability and exceptional customer service.
Overview
17
17
years of professional experience
Work History
Fulfillment Officer
FirstOntario Credit Union
04.2015 - Current
- The lead of the Fulfillment Team for more than 3 years. I am the "Go to" for process and documentation questions/chairing monthly meetings/vacation schedules to ensure no over-lapping
- Training of all new Employees within the Fulfillment Team-virtual and in-person
- Review documentation in a timely and knowledgeable manner while keeping policies and risk at top of mind, using tools provided to us.
- Develop a courteous rapport with the Brokers and Co-workers
- Worked with the IT Dept to help streamline our internal processes, for a more efficient way of work
- Adding new Brokerage Houses and Brokers to the required computer applications.
- Broker Commissions: Reviewing the weekly Commission Report , ensuring the commissions are paid correctly / Investigating all Broker inquires regarding their commissions/ Helping Mtg Dept balance the internal commission accounts when needed
Member Service Representative
FirstOntario Credit Union
08.2014 - 04.2015
- Helped customers with a positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions with sales in mind
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
Member Service Representative
Kawartha Credit Union
04.2008 - 08.2014
Member Service Representative
Kingston Community Credit Union
11.2007 - 04.2008
Education
High School Diploma -
Central Elgin Collegiate Institute
St Thomas ONMember Service Accreditation
Dalhousie University By Credit Union Central
Kingston ONSkills
- Leader
- Teamwork and collaboration
- Quick learner
- Customer service
Timeline
Fulfillment Officer
FirstOntario Credit Union
04.2015 - Current
Member Service Representative
FirstOntario Credit Union
08.2014 - 04.2015
Member Service Representative
Kawartha Credit Union
04.2008 - 08.2014
Member Service Representative
Kingston Community Credit Union
11.2007 - 04.2008
High School Diploma -
Central Elgin Collegiate Institute
Member Service Accreditation
Dalhousie University By Credit Union Central
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