Devisha Patel Email & Phone Number

Toronto, Ontario, Canada

Mississauga, Ontario, Canada

• Carrying out one on one and group tutoring sessions of up to 6 students.
• Helping students conquer challenging topics through compassion and diverse learning techniques such as illustrations or other visual materials to boost the learning process.
• Taking student’s needs and styles into consideration to solve leaning problems.
• Set goals to motivate the student and overcome challenges.

Burlington, Ontario, Canada

• Identified customer and contract number for booked contracts and renamed files for upload into storage system.
• Monitored portfolio ensuring insurance requirements were being met and contacted clients for proper documentation.
• Responded to insurance inquiries and escalated the issue of missing or expired liability to internal sales.
• Completed excel file data entry and formulas for mass scale asset detail spreadsheets.
• Communicated with agents, customers, various internal departments, and dealers as required to resolve insurance coverage issues.
• Participated in department and cross functional initiatives

• Collaborated with the funding team in order to close deals efficiently and meet the targets.
• Followed all the AML policies and procedures with client accounts with an emphasis on “Know Your Client” rules.
• Developed accuracy and detail orientation through processing HELOC SWIFT wire transfers.
• Problem solving skills were improved through resolving any accounting or system issues identified by finance.
• Established and maintained key relationships with external business partners.
• Attended several industry meetings to learn about the current and future trends in the mortgage industry.

Toronto, Ontario, Canada

• Performed month end tasks and learned how to do GL Look ups, adhoc inquiries, validated costs and refunds as well as updated the reports
• Kept track of monthly score cards for business reviews
• Attended meetings to analyse the financial statements and give reviews on how certain problems could be solved
• Performed reconciliations and created the monthly CIP additions capital tracker to distribute it to the accounting team
• Developed multi tasking skills while working with different teams on different projects such as Fixed asset validation, Refund validation and on the GL ledgers
• Participated in the EPM training university conducted by the company