T.J. White
Calgary
Summary
Detail-oriented Credit Advisor with expertise in credit risk analysis, customer account management, and financial reporting. Proven ability to assess creditworthiness, manage collections, and develop strategies to minimize risk while maintaining strong client relationships.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Credit Analyst, Operations, Fulfillment & Support
ATCOenergy
09.2024 - Current
- Managed credit reports and processes, including courtesy touchpoints and de-enrollment reviews, ensuring thorough customer account evaluations that resulted in securing funding for the company
- Broadened knowledge of back-office processes by processing cheques, handling refunds, managing collections write-offs, and executing balance transfers between accounts, ensuring accurate financial operations
- Trained ATCOenergy advisors on credit report procedures to maintain service levels and strengthen collaboration between the fulfillment team and the customer care happiness center
- Provided input to improve procedures for courtesy touchpoints and de-enrollment reviews for business accounts, ensuring retention of high-value customers and minimizing potential loss of business
Customer Happiness Advisor
ATCOEnergy
01.2024 - 09.2024
- Reviewed and managed clients contract status and personal information on AtcoEnergy's CRM software
- Handled customer inquiries, complaints, and feedback in a professional and courteous manner
- Comprehensive understanding of AtcoEnergy's principles and Alberta's retail energy sector
- Developed and maintained relationships with vendors throughout Alberta, ensuring timely delivery of Rümi services and quality
Education
Diploma - Radio, Television, and Broadcast News
SAIT, School of Information and Technology
04.2023
Skills
- Microsoft Office
- Adobe Creative Cloud
- Data Analysis
- Financial Analysis
- Risk Assessment
- Client Relations
Certification
Emergency First Aid - Level A CPR and AED, St. John Ambulance Canada
Timeline
Credit Analyst, Operations, Fulfillment & Support
ATCOenergy
09.2024 - Current
Customer Happiness Advisor
ATCOEnergy
01.2024 - 09.2024
Diploma - Radio, Television, and Broadcast News
SAIT, School of Information and Technology
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