Jade C. Email & Phone Number

United States

• Transaction monitoring, alert resolution, case investigation, fraud investigation, Suspicious Activity Report (SAR) reviews, Enhanced Due Diligence (EDD) reviews and other AML/BSA tasks
• Complete quality control reviews, delivering clear verbal and written feedback
• Independently assist analysts with workflow items and administrative tasks as they arise
• Identify areas for efficiency and provide actionable feedback to leadership
• Assist with advanced tasks as necessary, including communication with clients, assigning analysts work, analyzing production data, and creating client specific job aids and training tools

• Presented and sold valuable financial solutions to clients.
• Educated clients on how to better manage their mortgages.
• Interviewed clients and assisted them with the completion of loan applications.
• Worked closely with the underwriting department to determine conditions for loan approval.
• Screened and assessed new mortgage applications for loan eligibility.
• Ensured that personal information such as income and expenditure are received and captured.

• Collected, maintained, and reported information for the department
• Coordinated various activities and provided customer support to internal and external customers.
• Assisted with performance evaluations, audits, counseling, and onboarding of new employees.
• Maintained both hard and digital copies of employees' records.
• Assisted with performance management procedures.
• Performed orientations and updated records of new staff.

• Determined benefit coverage under a policy purchased by insurers.
• Corresponded with legal representatives and clinics through various forms of communication.
• Performed fraud investigations and closed and negotiated the settlement of claims.
• Trained new adjusters and worked with team members to complete investigations.
• Tracked insurance claims to ensure client and company satisfaction.
• Guide clients through the entire claims process from beginning to end.

- Tutor math and science to university and secondary school students- Assist students to understand concepts taught in class and applying the concepts to homework questions- Assist in preparing students for upcoming tests and exams

Mississauga/Oakville

- Instruct participants in retirement residences, long-term care and Alzheimer Society Day Center in exercise (strength & conditioning, yoga, tai chi) and falls prevention classes that focus on increasing mobility, pain relief, building strength, and improving balance- Train new staff on exercise programs and data input methods- Manage participant.

- Research the link between aging and workability- Collect materials for conducting experiments in the lab, design and conduct experiments- Recruit and work with participants for each experiment- Communicate with various companies regarding donations for materials for experimentation- Present findings at biomechanics and ergonomics conferences

- Answer inquiries regarding the facility, enforce equipment and facility policies and procedures- Open/Close the facility, handle cash for concessions using a point of sale system- Regular cleaning and maintenance of equipment and facility- Assess, treat and document injuries occurring within the facility

- Instruct weekly interactive biomechanics and anatomy labs- Be available and answer any questions that students may have- Set up labs, mark lab reports, essays and exams

- Attend and take minutes for Change Advisory Board Meetings- Extract change management data for operational reports in Microsoft Access- Automate data extraction process to improve quality and audit ability, repeatability and efficiency- Support and enhance change management database tools as requirements were identified

Msc, Kinesiology - Biomechanics

Bsc, Kinesiology - Minor Management Studies