WINNIE MOMBO-MAKAY
Unemployed
Saskatoon,SK
Summary
Highly motivated, self-inspired and career-focused. Driven to provide superior department support. Talented Administrator highly successful at motivating teams and streamlining operations. Analytical problem solver and persuasive communicator with a talent for thinking outside the box for creative solutions.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
Work History
Collections & Overdraft Administrator
Affinity Credit Union
09.2019 - 02.2021
- Provide administrative and program support for the collections department as required
- Investigate and perform activities related to overdrafts, collection of chargebacks and ATM issues
- Prepare and send delinquency notices to members
- Administer requirements to Pay and Garnishee Summons or other court actions
- Audit, verify, and correct all daily system reports generated from collection transactions; weekly, monthly, and quarterly reports and process as required
- Deliver internal accounts reconciliation and follow-up
- Compile regular fraud activity reporting and trending analysis, some of which are reported to external parties
- Monitor accounts and systems for potential fraud activity and report anomalies in the established manner
- Prepare and send fraud-related files to Collection agencies, Credit Bureaus, and police agencies
- Review, investigate, and resolve issues relating to daily system reports, including new membership reports, ATM large deposit reports, and remote deposit capture reports.
Deposit Services Clerk
Affinity Credit Union
01.2017 - 08.2019
- Providing excellent support to staff/internal members
- Process registered member transactions
- Manage incoming and outgoing registered plan funds- opening and closing registered contracts (RRSPs, RIFs, TFSAs etc)
- Work closely with branches and other service providers in order to meet the needs of members and the organization.
Financial Services Representative
Affinity Credit Union
05.2011 - 12.2016
- Providing quality and professional service to members
- Opening accounts/memberships and educating members on products and services offered by the credit union
- Managing inbound calls from members seeking assistance in making investment decisions and referring to the organization’s specialists where necessary
- Dealing with estate accounts
- Fostering relationships through service excellence and product knowledge
- Balancing treasury cash and monetary instruments (money orders, official cheques etc.)
- Carrying out Member Service Representative cash counts and surprise cash counts
- Ordering cash from RBC and posting treasury entries
- Loading automated teller machines and ensuring cash is balanced in the ATMs.
Teleservice Representative
Affinity Credit Union
06.2009 - 04.2011
- Providing advice related to a variety of service and sales transactions including lines of credit, credit cards, and deposits (RESPs, TFSAs, RRSPs, GICs etc.) Performing problem diagnosis and troubleshooting in order to resolve Tier I technology issues, including issues related to desktop and mobile devices, Affinity mobile app and online banking products and services
- Referring more complex issues to other units e.g
- IT
- Focusing on member education and demonstration, leveraging technology to deliver a remarkable member experience, drive sales, provide advice, retain business, and help transition day-to-day banking
- Focusing on call routing and issue resolution, enhancing overall member experience
- Driving to develop a deeper relationship with members through advice-giving, collaboration and initiating referrals to other areas within the organization
- Conducting outbound calls as assigned to current and potential members to provide advice and identify cross-sell opportunities or new sales origination
- Collaborating with peers across the regions in serving members through sharing information, providing expertise, and providing hands-on support to increase wallet share, grow the business, and ensure a remarkable member experience.
Teller/Member Service Rep.
Affinity Credit Union
06.2000 - 05.2009
- Processing member and non-member financial transactions
- Accurately balance cash daily
- Create additional deposit accounts and time deposits on existing memberships efficiently
- Accurately posted and balanced Treasury cash and night deposits, filled out cash orders, ordered cash, verified cash orders, and performed extra teller duties
- Balancing general ledger accounts (daily, monthly and annually)
- Demonstrate organization and time management skills in balancing, performing internal duties and waiting on members
- In addition to regular Member Service Representative duties – train new Member Service Representatives and cover the Financial Services Supervisor position when the supervisor is away.
Education
Organizational Behavior -
University of Saskatchewan
Saskatoon, SK06.2006
The Credit Union System -
CUIC
01.2002
Fundamentals of Financial Planning -
CUIC
10.2001
Secretarial Studies -
Swaziland College of Technology
Mbabane, Swaziland12.1991
Grade 12 -
St Francis High School
Mbabane, Swaziland12.1981
Skills
- Collections
- Communication (written and verbal)
- Time management
- Multi-task
- Adaptability
- Problem solving
- Product knowledge
- Active listening
- Keen eye for detail
- Administrative support
- Positive language
- Troubleshooting electronic issues (phone systems, headsets, copier, PC, fax)
- Proficient with MS Office applications, including Word, Excel, and Outlook
- Data entry
- Department/organization support
- Organizational skills
- Decision making
- Data analysis
- Conflict resolution
- Technical proficiency
- Task prioritization
- Staff supervision
- Record Preparation
- Decision-Making
- Team Collaboration
- Administrative Support
- 40 Wpm Typing Speed
- Office Management
- Customer Service
Languages
Xhosa
Elementary
Timeline
Collections & Overdraft Administrator
Affinity Credit Union
09.2019 - 02.2021
Deposit Services Clerk
Affinity Credit Union
01.2017 - 08.2019
Financial Services Representative
Affinity Credit Union
05.2011 - 12.2016
Teleservice Representative
Affinity Credit Union
06.2009 - 04.2011
Teller/Member Service Rep.
Affinity Credit Union
06.2000 - 05.2009
Organizational Behavior -
University of Saskatchewan
The Credit Union System -
CUIC
Fundamentals of Financial Planning -
CUIC
Secretarial Studies -
Swaziland College of Technology
Grade 12 -
St Francis High School
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