Summary
Overview
Work History
Education
Skills
Timeline
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SOUWANNEE KEOMANIVONG

Stoney Creek,Canada

Summary

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)
  • Data Entry & Record Management
  • Analytical Thinking & Problem Solving
  • Time Management & Scheduling
  • Collaboration & Teamwork

Timeline

Funding Analyst

Bennington Financial Corp.
05.2016 - Current

Taxpayer Service Agent

Canada Revenue Agency
01.2015 - 05.2016

Medical Office Assistant

Mountain Hearing Center
04.2011 - 12.2012

Medical Office Assistant Diploma -

triOS College
SOUWANNEE KEOMANIVONG