Professional Documents
Culture Documents
OBJECTIVE:
Professional, service orientated individual seeking a position with the opportunity to continue
development of skills in a rewarding work environment.
Profile:
Extensive experience in administration and client service environment
Maintain a high level of confidentiality
Experience accessing and reviewing documents
Experience applying policies and legislations
Experience coordinating and implementing policies
Experience multi-tasking under pressure and goal setting
Excellent critical thinking and customer service skills
Excellent communication skills both verbal and written with the ability to deal effectively
with all levels of staff including the general public
Experience with maintaining office calendars and coordinating schedules
Effective organizational, interpersonal, intake, customer service, decision making, time
management and multitasking skills
Computer proficient in all Microsoft Office; accessing and retrieving information from
various database systems, email and navigating the internet
PROFESSIONAL EXPERIENCE:
Accounts Administrator
Ci Financial,Toronto, ON 12/2017-01/2019
Create and manage new accounts within set company guidelines both in French and English
Review documents and satisfy outstanding conditions
Contact advisors requesting outstanding documentation
Summit amended documentation to transition team
Input client information and beneficiary request into company data base
Waive advisor’s incentive fees
Close client accounts
Respond to telephone, in person and electronic inquiries
Manage various internal system databases to collect, prepare and process client accounts
Add banking information to client account’s
Mortgage Funding Officer 03/2017-09/2017
Scotiabank, Toronto, ON
Review documents, Prepare, calculate disbursements and instruct documents for funding
Communicate with branch and notaries to process Bridge loans, ports, switch, links, refinance,
purchase improvements and line of credit deals
Make final decision on funding closing date based on data provided by the solicitor
Satisfy outstanding conditions and guide solicitor until disbursements are set to be released
Summit amended documentation to underwriter to make changes to deals
Respond to telephone, electronic inquiries and access information requested by solicitor
Prepare reports, statements, forms, applications and order title search
Process financial transactions and disburse mortgage into solicitors trust account
Prepare and drop off drafts
Review, purchase price of property and all other aspects of the deal to insure accuracy before
funding documents are signed
Contact the branch to ensure wire was received
Administrative Assistant
Centum Regal Financial, Scarborough, ON 09/2014-08/2016
Process financial transactions for the office and prepare reports
Coordinate and prioritize correspondence for the manager; direct correspondence to the
appropriate division for action in order to ensure a timely flow of information
Participated in special projects and carried out any other similar or general task at the request of
management
Organized and coordinated office operations, procedures, and resources
to facilitate organizational
Respond to telephone, in person and electronic inquiries
Prepare correspondence, reports, statements, forms, and applications as required
Coordinate the flow of information to and from the manager office, including
correspondence, telephone calls, e-mail and other requests for information
Assist with administrative procedures such as company schedules and listings
Forward enquiries to appropriate person; locate and retrieve documents from files as
requested
Maintain and prepare reports manually and from electronic files
Photocopy and collate documents for distribution, mailing and filing
Claims Registration Processor (Contract) 02/2013-04/2014
Workplace Safety & Insurance Board (WSIB), Toronto, ON
Assessed invoices for completeness; gathered and validated missing information from
various sources and through external telephone contact to providers/suppliers.
Processed a variety of account cards, medical reports and invoices to generate payments to
providers and suppliers for Health Care.
Reviewed initial medical report to identify appropriate code based on description of injury
Entered the appropriate code into the claim profile and utilized multiple fields to complete
the injury profile
Worked with various internal system databases to collect, prepare and process invoices,
purchase orders and vouchers
Provided clerical support related to control of files, mail and documents
Maintained numeric claim file storage systems
Located, designated and delivered files, mail and documents
Stored claim files and statistical records, as well as responded to inquiries relating to file
requests and locations.
VOLUNTEER EXPERIENCE:
Heart and Stroke Foundation, 2012
Maintained accurate records, prepared memos, responded to emails, booked conference
rooms and scheduled meetings.