Dean Ross Email & Phone Number

Toronto, Ontario, Canada

· Monitored daily reconciliation of 1000+ portfolio transactions across multiple financial systems, maintaining precision in postings and repayments while proactively identifying and resolving system discrepancies.· Developed custom Excel macros to automate repetitive tasks, resulting in significant time savings for the team· Streamlined data processing.

Toronto, Ontario, Canada

• Successfully managed multiple equity and fixed income books and security set-ups, ensuring compliance with bank policies and procedures and regulatory requirements while maintaining a high standard of quality and.
• Utilized excellent research and problem-solving skills to identify and recommend solutions to complex business problems in a timely manner, consistently meeting tight deadlines.
• Demonstrated exceptional communication skills while serving… Show more
• Demonstrated exceptional communication skills while serving as a central point of contact with other departments for books/securities related issues, contributing to the protection of the bank from exposure to loss.
• Proven ability to prioritize and multi-task effectively, supporting multiple projects simultaneously with competing priorities under short timelines.
• Experienced in using IMPACT, GLOSS, MMI, Anvil, and Bloomberg systems

Toronto, Canada Area

• Ensure adherence to policy and procedural standards for mortgages
• Maintaining and updating mortgage files from the commitment stage to the closing date
• Providing accurate, timely and efficient management of new authorized mortgages from high volume brokers
• Accurately inputting mortgage information into various bank systems (MIMS, TLS, CIS, IRIS, MFS)
• Accurately prepare and review documentation ensuring all disclosures are enclosed as per regulatory… Show more
• Accurately prepare and review documentation ensuring all disclosures are enclosed as per regulatory requirements

Peterborough, Ontario

• Assisted in bookkeeping for businesses using Sage Accounting
• Inputted income and expenses into Master Spreadsheets
• Various payrolls completed for businesses with staff of up to 30 employees
• Office Administration; answered emails and phones, booked appointments, filing, and client intake
• Opened and independently operated the office on weekends
• Completed personal tax returns using ProFile