STACEY P. BARRETT
Welland
Summary
Lending Specialist with strong background in customer service and providing quality financial solutions for a wide-variety of members. Developing tailored relationships with each individual to cultivate the best results for both the person, and the company. Intent on encouraging and adapting a team environment, to both collaborate on new processes, and improve existing. Strong affinity for compliance and procedure, maintaining the highest quality output and effective risk management.
Overview
15
15
years of professional experience
Work History
Financial Solutions Specialist
PenFinancial Credit Union Ltd
11.2021 - Current
- Established strong relationships with members to help meet financial needs and suggest appropriate products and solutions.
- Liaise with various departments to find solutions to situations as they arise to better serve the member.
- Collaborate with senior leadership, HR, and operations teams to implement new, and streamline existing processes.
- Assist less experienced colleagues with processes and procedures to ensure audit and compliance requirements are met, helping to train new team members.
- Continually increasing knowledge of our products and their benefits in order to provide the highest level of customer service to our members.
Senior Branch Account Executive
Fairstone Financial Canada
01.2014 - 11.2021
- Process applications for potential clients on computer system, assuring the right product was suggested and their needs were met
- Reduce loss and improve risk management by making minor collection calls to account holders and implementing payment plan solutions for short or long-term situations.
- Handle and overcome objections and complaints from clients calmly and effectively while providing commendable customer service with care and compassion.
- Deliver consistent performance results year after year while maintaining files and spreadsheets pertaining to hundreds of customer accounts
- Key skills: accuracy, confidentiality, ability to deal with public, responsibility
Players Advantage Club Dual Rate Supervisor
Fallsview Casino Resort
01.2011 - 01.2014
- Answer questions pertaining to the resort’s services and amenities, as well as explaining any and all promotions ongoing in the casino
- Maintain and update necessary spreadsheets and documents for accounting and the marketing department when on shift as a supervisor
- Resolve customer issues/complaints as they are elevated beyond associate level in a timely and acceptable manner, ensuring loyalty among patrons
- Provide pre-shift information to associates to update as to the goings on of the casino, and train new staff on operations and procedures, to enhance quality of service.
- File shift reports to upper management to ensure adherence to compliance and guest service standards, ensuring communication between shifts.
- Key skills: computer documentation with accuracy, ability to deal with public, responsibility, working as part of a team, leadership
Education
OSSD/OAC with honours
Ridgeway Crystal Beach High School
Ridgeway, Ontario01.1999
Skills
- Credit Analysis and Debt Restructuring
- Adherence to Compliance and Procedure
- Collaboration and Team Mentality
- Confidentiality
- Problem-solving and Time-Management
- Adherence to deadlines
- Typing Speed: 80wpm
- Canadian Red Cross, Standard First Aid CPR/AED Level A
Languages
English
Native or Bilingual
Timeline
Financial Solutions Specialist
PenFinancial Credit Union Ltd
11.2021 - Current
Senior Branch Account Executive
Fairstone Financial Canada
01.2014 - 11.2021
Players Advantage Club Dual Rate Supervisor
Fallsview Casino Resort
01.2011 - 01.2014
OSSD/OAC with honours
Ridgeway Crystal Beach High School
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