Competent Candidate with extensive experience in customer support, debt collection, sales with knowledge of financial services.
Overview
4
4
years of professional experience
Work History
Collection Specialist
Goeasy Ltd
07.2023 - Current
Expertly explaining the company's collection tools to customers, and successfully facilitating the recovery of past-due accounts.
Conducting comprehensive research and evaluating loan applicants' financial standing, references, and credit history, assessing their ability to repay loans based on debt-to-income ratios.
Exceeded monthly goal with over $50,000 collected per month.
Consistently demonstrating exceptional collection skills by managing past-due financial accounts and maintaining a high level of customer service during collection calls.
Conducting thorough interviews with loan applicants, effectively promoting loan products and insurance offerings.
Assisting clients in achieving their financial objectives by providing personal loans, guiding them through the application process, and meticulously reviewing documentation.
Submitting credit and loan applications to the verification department, offering well-founded recommendations for approval, and maintaining credit and loan files.
Performed first party collections by making at least 70 calls per day on an automated dialer.
Negotiated payment plans with customers, prioritizing account resolution and maintaining professionalism throughout interactions.
Increased successful debt recoveries by conducting thorough research on debtor financial situations and negotiating appropriate repayment terms.
Customer Service Administrator
Rosenthal Zaretsky Nimhan LLP
01.2022 - 06.2023
Assembled and E-filed personal tax returns of more than 300 clients.
Managing overall office administration and providing administrative support to Partners and engagement team including photocopying, filing, mailing/courier, etc.
Improved office operations by automating client correspondence, record tracking and data communications.
Collaborated in timely processing of billing and accounts receivables.
Proofreading, editing financial statements, and preparing invoices for more than 200 companies.
Handling 100 + phone calls per week and responding to inquiries from customers, vendors and other external contacts.
Acting as Customers Relationship associate to resolve client queries.
Arranging & Managing 100-150 meetings per month, take Minutes, and completing filling formalities.
Maintained office calendars to track important dates and deadlines.
Coordinated and scheduled meetings and appointments to keep organization running smoothly.
Sales & Marketing Coordinator
CoCreators & Company
09.2019 - 08.2021
Maintained customer database and followed up on leads.
Answered general marketing department inquiries by email, phone, and mail.
Made 90+ outbound sales calls per day to potential customers, qualifying leads, and assessing customer needs.
Achieved monthly sales targets and promoted special offers.
Collaborated with sales team to achieve sales targets & implement CRM system.
Led development of social media campaign that increased interaction by 70 %.
Planned and executed internal and external marketing events.
Increased average customer booking by 20 % by understanding needs of customers.
Education
Post Graduate Diploma - Marketing Management
Centennial College
Toronto, ON
04.2023
Post Graduate Diploma - Financial Planning
Seneca College
Toronto, ON
08.2022
Bachelor of Commerce - Marketing& Finance
Pune University
Pune, India
04.2017
Skills
Sales Force
Excellent Communication skills
Debt Collection
Analytical skills
Organization
Prioritization
Multitasking & Detail Oriented
Problem-solving abilities in fast-paced environment
Client management
Cold calls
Microsoft Office(Word, Excel, PowerPoint)
Customer Service/Support
Negotiation
Team player
Problem solving
Timeline
Collection Specialist
Goeasy Ltd
07.2023 - Current
Customer Service Administrator
Rosenthal Zaretsky Nimhan LLP
01.2022 - 06.2023
Sales & Marketing Coordinator
CoCreators & Company
09.2019 - 08.2021
Post Graduate Diploma - Marketing Management
Centennial College
Post Graduate Diploma - Financial Planning
Seneca College
Bachelor of Commerce - Marketing& Finance
Pune University
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