Detail-oriented and performance-driven administrative professional with extensive experience in office management, accounting procedures, and customer service. Adept at managing multiple projects, problem-solving, and ensuring compliance. Proficient in Microsoft Office applications and known for strong communication, organization, and analytical skills.
Overview
14
14
years of professional experience
Work History
Funding Analyst
Bennington Financial Corp.
Oakville, Canada
05.2016 - Current
Company Overview: An Equitable Bank Company
Audit incoming lease and loan documents for compliance with company policy and applicable laws
Review applications, Bill of Sale, and supporting documents for accuracy
Process data entry into the operating system for deal funding
Communicate with brokers, vendors, sellers, and customers via phone, email, and in-person meetings
Verify insurance coverage and analyze liens on equipment and vehicles
Register security interests and process purchase orders
Generate power of attorney letters and manage post-funding deficiencies
An Equitable Bank Company
Taxpayer Service Agent
Canada Revenue Agency
Toronto, Canada
01.2015 - 05.2016
Responded to taxpayer inquiries regarding tax matters and CRA-administered programs
Performed tax calculations and updated taxpayer accounts accordingly
Assisted in setting up payment arrangements and educating taxpayers on available services
Medical Office Assistant
Mountain Hearing Center
Hamilton, Canada
04.2011 - 12.2012
Managed month-end receivables and followed up on outstanding accounts
Generated accurate year-end financial summaries
Tracked accounts receivable/payable and prepared invoices for hearing products and services
Provided excellent customer service and responded to inquiries regarding products
Education
Medical Office Assistant Diploma -
triOS College
Hamilton, ON
01.2010
Skills
Office Administration & Management
Financial Transactions & Compliance
Client Relations & Customer Service
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)