Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
References
Timeline
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Sharmeen Atiq

Mississauga,Ontario

Summary

Hard working, highly motivated professional eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team. capacities, leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives. Resourceful and results driven with a passion for growth and efficiency to meet company need and increase service value.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Easy Financial Services
Mississauga, ON
06.2024 - Current
  • Processed transactions quickly and accurately in accordance with established procedures.
  • Educated customers about different types of products available from the company's portfolio.
  • Ensured that all customer inquiries were answered promptly and completely.
  • Analyzed financial data to identify opportunities for increasing profitability.

Lending Specialist

Fairstone Financial
Milton, ON
11.2021 - 03.2024
  • Negotiated repayment plans with delinquent borrowers in order to keep them current on their loans.
  • Maintained accurate records of all loan transactions, including payments, balances, and interest rates.
  • Prepared and submitted loan documents to relevant parties for review and approval.
  • Developed strategies to minimize delinquencies and maximize collection efforts on past due accounts.
  • Reviewed customer financial information to determine eligibility for loans.
  • Handled customer complaints and took appropriate action to resolve.
  • Kept the branch in good standing while manager was away.

Customer Service Representative

Vito Group
Milton, ON
05.2019 - 11.2021
  • Provided exceptional customer service to ensure customer satisfaction.
  • Resolved customer complaints promptly and efficiently.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Tracked orders from start to finish to ensure timely delivery of goods or services.

Assistant Manager

Edible Arrangements
Milton, ON
04.2017 - 11.2021
  • Ensured compliance with safety regulations and company policies.
  • Organized training sessions for new hires to familiarize them with the workplace environment.
  • Maintained up-to-date knowledge of company products and services.
  • Developed a system for tracking inventory and ordering supplies as needed.
  • Communicated regularly with customers to gain insights into their needs.

Education

Some College (No Degree) - Finance

Sheridan College
Mississauga

Skills

  • Sales Quota Achievement
  • Debt management
  • Customer Relationship Building
  • Financial Planning
  • Portfolio Management
  • Insurance knowledge
  • Financial Services
  • Loan Applications
  • Payments Processing
  • Billing and Invoicing

Accomplishments

  • Top insurance sales in Ontario for Fairstone Financial 2021
  • Top insurance sales in Ontario for Fairstone Financial 2022
  • Top insurance sales in Ontario for Fairstone Financial 2023
  • Top employee Fairstone Financial 2023

Certification

  • CPR Certified
  • Starpath manager training program

References

References available upon request.

Timeline

Financial Services Representative

Easy Financial Services
06.2024 - Current

Lending Specialist

Fairstone Financial
11.2021 - 03.2024

Customer Service Representative

Vito Group
05.2019 - 11.2021

Assistant Manager

Edible Arrangements
04.2017 - 11.2021

Some College (No Degree) - Finance

Sheridan College
Sharmeen Atiq