Xavier Lima Email & Phone Number

Toronto, On, Ca

Toronto, On, Ca

Mississauga, Ontario, Canada

Mississauga, Ontario, Canada

• Reviewing cheques for payment, our team is responsible for the entire Canada, verifying if cheques are authentic and could be paid adhering to TD requirements.• Calling or contacting branches, sending escalations emails for collections to post cheques that are submitted by OFI.• Responsible for inbound and outbound calls, authenticating customers and branches as per procedure.• Using some applications daily to perform KYC for customer's before posting the cheques.• Supporting team leads managing workflow whenever required, seeking to achieve daily SLA's.• Always available to help team manager or team leads providing ideas, suggestions, presentations and advising seeking to improve our team's processes.• Provided tips and advise on how to use applications and windows programs, helping our peers being more efficient.• Created an anonymous virtual suggestion box developed on Microsoft Access. This suggestion box helps our team to express their concerns, opinions, or suggestions freely.• Created an animated counter using Microsoft Power Point which is used on newsletters or presentations in general such as Town Hall's and Quarterly Awards.• Participating in a project to create a new tool for our team as a SME I am working along with PITT Team and 1B Team, providing them all the necessary support.• Supporting managers daily managing workflow seeking to achieve SLA's, generating report, sending emails to Businesses Operations Team, Automation Team, etc.

Mississauga, Ontario, Canada

Working into the Registered Products Compliance Department. RPC Department provides support for the entire Canada and being responsible for New and existing RESP accounts, grants and students withdrawals. • Review new and existing TERM RESP accounts adhering to TD requirements.• KYC; Locate, edit and correct data entry errors, or escalate whenever required.• Compare data with source documents, or re-enter data in verification format.• Executing processes such as compliance, accounts closures, withdrawals, monthly reports, balancing, home buyers, gic, rsp, rif, lif, reconciliation, escalations, and assist branches representatives regarding their requests within SLA.• Collaborated on seasonal and offshore projects that are assigned to our department.• Participated on monthly meetings helping peers and colleagues to develop and improve their processes.• Trained new officers helping them to get on board efficiently. • Participated and collaborated on eight projects in total. One of the projects along with business analysts reviewing procedures to be implemented for entire country.• Created and implemented a monthly tracker helping management to make decisions and also investigating main issues based on data collected from JIRA. • Completed monthly reports correcting accounts that were affected due to inconsistency or failed on compliance requirements.• Using JIRA daily completing requests as per demand.

Toronto, Canada Area

• Routes invoices from unknown queue to data entry queue.• Confirms receipt of invoice submissions and communicate with vendors.• Manages the PassportONE Help Desk mailboxes. Answers inquiries and provides support online or by email. Analyzes the nature of the questions and directs to the appropriate department and escalate as required in a timely manner.• Liaises with IT team for any IT issues by submitting tickets in the FST and PassportONE ticketing system about user accounts (FST, PassportONE and TPA users), PassportONE systems/permission issues and others and follow up by email.• Imports client list of new applications to CRM.• Data cleansing, assist in cleaning up CRM duplicate vendors, customers, cities, any data in general.

Toronto, Ontario, Canada

• Processing of USD and CAD dollar lockbox; capture processing, image capture and handling of deposits, for JP Morgan Chase Lockbox clients.• Receive and sort incoming mail bins, courier packages, and bulk shipments received from Lockbox clients, extracting and prepare for processing.• Operate NCR iTRAN cheque scanner.• Negotiate and verify cheque payments for deposits according to the client's instructions.• Prepare batches for payment followed by invoices and materials• Prepare and file daily work documents for secure storage/filing.• Other administrative duties required.

Toronto, Canada Area

• Working as Merchandiser, storing, moving and making renovations in the Store according to the plan-o-grams within provided timelines. • Organized backroom and warehouse products when required.• Ensure product is replenished on shelves promptly.• Checked cycle count to inform the responsible about stock outs/shortages.• Assigned areas of product inventory, product placement, expiry dates, promotion, etc.• Maintained standard operating guidelines about image and trends in store. • Working as customer service especially in foreign languages like Portuguese and Spanish.• Knowledge of AS400 system operations.• Support all departments when required.

Fortaleza, Ceará, Brazil

• Generated new deals, after identifying the necessity of customer and increased customers by 50% in 2 years. • Implemented new work system to the service with high quality and more economic benefits.• Inventory planning, inventory control, and management.• Assisted directly with the director and supervising all the processes, the company activities and tracked key performance indicators, seeking for the achievements of the enterprise.• Reported daily relevant information to the director.• Plan operational budgets and negotiate prices with suppliers reducing the debt by 80%. • Other duties were performed as assigned by the company management.

Fortaleza, Ceará, Brazil

• Managed profits and costs, saved statically and financial records to improve the net profit.• Monitored and tracked daily and weekly sales activities.• Administrative support to management team. Hire, train and supervise a small team of administrative staff members.• Communicating via telephone and e-mail with more than 50 people daily, including customers, partners, and stakeholders.• Promoted the business with partners including airlines, hotels, touristic parks, and museums. • Designed, launched and developed the business offering by clients in demand.• Responsible for the maintenance and purchase of the office supplies.• Proposed and implemented a new payroll strategy and schedule.• Prepared customer invoices and processed payments.• Collaborated with the Director and Operations Manager seek improvements to the key indicators, checking all the company activities and processes. Increasing car fleet in 150% in 7 years. • Other duties were performed as assigned by the company management.

Master Of Business Administration - Mba, Business Administration And Management, General, 8.04

Bachelor'S Degree, Tourism And Travel Services Management, 8.98