Critical thinking individual with a high level of integrity and a strong work ethic. A bilingual Construction Site Supervisor with 6 years of answering questions, reporting work activities and holding meetings to keep all employees informed on project changes. Helpful Member Service Representative diffusing volatile customer situations, generating additional revenue and building productive relationships with both staff and customers. Customer-centered and friendly professional with 2-year background maintaining customer satisfaction and contributing to company success goals.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC Bank
06.2023 - Current
Responded to inquiries from clients and provided financial advice to drive fiscal growth.
Maintained updated records of all financial transactions to support traceability.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Advised clients on favorable investment opportunities to meet established financial goals.
Built and established relationships with clientele to improve future business opportunities.
Delivered guidance on financial regulations and requirements.
Remained updated with latest information related to mortgage products and services being offered.
Evaluated pay stubs, credit history, tax information and bank statements for financial status.
Explained legal aspects of loan to borrower, as well as payment terms and clauses.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Member Service Representative
Coast Capital Savings Credit Union
07.2022 - 06.2023
Answered member questions about products and services
Processed cash and check deposits every day
Managed customer conflicts and challenging situations by staying calm and accessing internal knowledge to develop strategic solutions
Helped members resolve account problems and navigate internal systems to handle routine needs.
Handled complaints with prompt, courteous service to uphold professional reputation.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Responded to customer calls and emails to answer questions about products and services.
Opened customer accounts and provided deposit and withdrawal receipts.
Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Construction Site Supervisor
AAP Framing LTD.
09.2015 - 07.2022
Scheduled labor, ordered materials and coordinated with other contractors to complete projects
Verified completed projects met approved time, quality and cost estimates
Managed subcontractor personnel activity and team resources to meet all project requirements
Implemented safety procedures and verified workers wore proper safety attire to limit injuries and prevent accidents
Analyzed blueprints and other project specifications to completely understand all job requirements and determine how many workers would be required onsite
Read plans and blueprints and communicated to workers.
Overnight Dispatcher
Highwayking Transport LTD/ Mitrux Services LTD
12.2017 - 11.2019
Followed-up with supervisors and customers on services rendered, strived for continuous improvements
Prepared and processed orders, and maintained all necessary supplies, ensured a smooth functioning
Maintained professional relationships with customers via phone and email
Managed a high paced office by self-motivating and multi-tasking
Confirm the completion of calls and responded promptly to messages or cancellations
Assist drivers in meeting their maximum potential while maintaining delivery time specifications
Dispatched drivers on contracted loads by relaying pickup and delivery information as well as routing
Dealing with Border clearance of truck drivers
Making ACE and ACI manifests.
Education
Associate of Science - Mathematics
Kwantlen Polytechnic University
Surrey, BC
04.2018
Skills
Computer Skills
Operating systems: Microsoft Windows and Macintosh Leopard
Programs: Proficient in Microsoft office suite (eg, Word, PowerPoint, Excel)
Load Link
Communication Skills
I am a confident communicator, having developed strong verbal communication skills in my customer-facing roles I am able to clearly provide information and interact with customers in a friendly manner
Worker Supervision
Procedure Planning
CRM Software
Financial Product Sales
Financial Reporting
Credit Verification
Education And Training
License Certificate, Mutual Funds, IFSE INSTITUTE
Certificate, Mortgage Brokerage, UBC Sauder School of Business North Vancouver, BC
Associate degree, Financial Math, Kwantlen Polytechnic University - Surrey, BC