Daniel Cantin Email & Phone Number

Cambridge, Ontario, Canada

Cambridge, Ontario

500 GBSubject Matter Expert (SME) for Wit's system, ensuring all documentation and Cheques are logged and given a tracking number. Storing log sheets to future references to shipped documents.Excellent knowledge of AWD, Lotus Notes, Compass and Excel.Strong organizational and time management skills in a high volume, time sensitive environment.Prepare incoming applications and other documentation for imaging and indexing in IS Disability, Wealth Management and GSRS Business Units.Coordinating team workers with schedules to ensure all SLA's (service time level agreements) are met on time for Central and Western Canadian documents.Set up agenda's topics to discuss with upper management in monthly meetings to ensure customer service expectations are being met or exceeded.Write business unit Processing Training and Product Guide and update as new processing changes as introduced.Experience working with KODAK scannersBox pulling - monitoring AWD queue for KW imaging services and respond to processor requests from all front end processing areas. Pulling documents to be rescanned and forwarding documents to external institutions.

500 King St North

• Support all meetings, conferences and events administratively, i.e. name tags, reporting, on-site documentation, shipping, customs broker coordination, etc.• Maintain and update the Cdn. Division calendar of all events and conferences• Prepare expense reports and submit with receipts for payment and reimbursement processing where necessary to support major meetings and conferences• Under guidance conduct research, compile report and provide ongoing support for various projects• Order supplies and monitor printer requirements

Kitchener, Ontario

• Reconciling tax slips issued to GRS admin systems and to the General Ledger (GL) • Updating tax project procedure documents• Ordering query reports via GSRS/IS Department for proof balancing and sign off from VP

500 King St N, 500-Gb, Waterloo, On/25 Water St, Kitchener, On

• Experience using Excel 2007/2010, Microsoft Word, Proclarity 2003, ALEX Platform, Trend Tracker (for CLAS and Arrow Products), Repsource and Lotus 8.5Issuing annual policyholder tax slips Ensuring accurate policyholder tax reporting • Write business unit Processing Training and Product Guide and update as new processing changes as introduced and.preparing daily generation of production sales reports for ILC Management across Manulife and meeting SLA’s in the morning.

Processed mutual fund trades for Self-directed RRIF/LIF/LRIF monthly payouts on client investment accountsCoordinated tax payouts with accounting, ensuring correct tax payments were being deductedTrained Windsor staffWorked on Winfund, RPM and AS/400 Platforms

Waterloo, On - Home Office

 Processed mutual fund trades for Self-directed RRIF/LIF/LRIF monthly payouts on client investment accounts Coordinated tax payouts with accounting, ensuring correct tax payments were being deducted Trained Windsor staff on paperwork flow and set up of self-directed account products and compliancy issues Worked on Winfund, RPM and AS/400 Platforms

Team Leader for 2 Client Service Teams (English/French) involving 15 representatives each for inbound/outbound Call centre Motivation, coaching and training of all new and existing staffLead training seminars for multiple product divisions with bank staff to ensure strong product knowledge. Trained in leverage loans, GIC's and Investment Banking divisions.Oversaw and managed content and security for Brokerage web site. Set up user ID and passwords and maintain INBOX supportProvided quarterly/annual reviews for all staff and setting goal objective and service levelsScheduled employeesHandled customer complaints when agents were not able to solve issues.Worked directly with Bank Sales VP's and regional sales agents across Canada for product support.

Laurentian Bank of CanadaBusiness Development/Software Testing (AS/400 Mainframe)Reviewed requirements with programmers in functional specifications to ensure compliance requirements for the bank were met. Participated in a team group reviewing product development needs for the administration team and reviewed cost expectations for budget department approval.Maintained test plans scenarios and cases. Reported all test results and defects to Business Development Manager (BDM) and received direction from BDM. Defined and executed test plans cases to programming team and testers.Tested all cases when moved from pre-production to live systems to ensure quality control reporting and accuracy of data being processed are successful.Performed software testing from Main Frame System to Bank web site (www.natlink.com). Built test case scenarios in regards to information being scrapped from Main Frame to web site and ensure compliance regulations are met, including IFIC and IDA/MFDA requirements on data being displayed to clients that is legally allowed. Worked with Bank lawyers on Legal notes and terms of use for clients to ensure confidential information is secure.

Post, Education

Film Editing via AS/400

Education record