Summary
Overview
Work History
Education
Skills
Additional Experience
Timeline
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Simi James

Surrey,BC

Summary

Business student with a focus on finance and human resources, possessing hands-on experience in financial compliance and client relationship management. Successfully managed multi-million-dollar transactions while achieving 100% compliance with FINTRAC and regulatory standards. Expertise in contract preparation, data accuracy, and CRM systems, with a proven record in training teams and enhancing operational efficiency. Strong analytical and communication skills, ready to contribute to co-op or internship opportunities in finance, HR, or business operations.

Overview

7
7
years of professional experience

Work History

Realtor

RE/MAX City Realty
Vancouver, Canada
03.2024 - 07.2025
  • Managed real estate transactions worth $2M+, ensuring 100% compliance with FINTRAC and regulatory standards.
  • Prepared and reviewed contracts, deposits, and closing statements with precision and accuracy.
  • Conducted comparative market analysis to support client decision-making.
  • Delivered high-touch client advisory in emotionally and financially significant transactions.

Call Centre Representative

CDN Coast Health & Home Solutions
Delta, Canada
05.2022 - 12.2023
  • Served as first point of contact for 100+ potential clients daily, qualifying interest and booking appointments for the sales team.
  • Generated and nurtured leads through outbound calling, effectively building the sales pipeline and supporting revenue growth.
  • Represented the company at regional home shows, engaging prospects and securing on-site consultations to hand off to sales reps.
  • Onboarded and trained 10+ new hires, establishing customer outreach protocols and boosting team productivity.
  • Maintained accurate CRM records to ensure compliance with privacy standards and internal sales processes.

Sales Associate

American Eagle
Tsawwassen, Canada
01.2020 - 01.2021
  • Assisted customers with purchases and promoted sales campaigns, contributing to daily revenue targets.
  • Maintained merchandising standards and collaborated with team members to improve store presentation.

Crew Member

McDonald's
Surrey, Canada
01.2019 - 01.2020
  • Delivered high-volume customer service in a fast-paced environment, strengthening teamwork and time management.
  • Maintained accuracy and efficiency under pressure while handling cash and fulfilling orders.

Education

BBA - Finance & Human Resources

Simon Fraser University
Burnaby, BC
09-2026

Skills

  • Client relationship management
  • Training and onboarding
  • Time management and organization
  • Communication and negotiation
  • Microsoft Excel
  • CRM software
  • Microsoft PowerPoint and Word
  • Financial compliance
  • Comparative market analysis

Additional Experience

Internships
High School Co-op Program — Surrey, BC | 2019

  • Assisted educators at an elementary school, supporting classroom activities and student learning.
  • Contributed to visitor engagement and science demonstrations at Science World, developing strong communication and presentation skills.

Timeline

Realtor

RE/MAX City Realty
03.2024 - 07.2025

Call Centre Representative

CDN Coast Health & Home Solutions
05.2022 - 12.2023

Sales Associate

American Eagle
01.2020 - 01.2021

Crew Member

McDonald's
01.2019 - 01.2020

BBA - Finance & Human Resources

Simon Fraser University

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Simi James