Jan Richards Email & Phone Number

Dartmouth, Nova Scotia, Canada

Through my passion for fashion, I help clients to step forward with confidence by suggesting styles to fit their body & lifestyle.

Dartmouth, NS

A Senior Operations Consultant with over 20 years of experience specializing in operational effectiveness in financial (banking and insurance) sectors. Skills & Experience: * Strong ability to conceptualize, diagnose and solve complex opportunities/ issues * High energy, results-driven with a collaborative approach that brings fresh insights and innovation.

Dartmouth, NS

As a part time Mortgage Assistant, I am dedicated to provide administrative support and superior customer service to mortgage customers. I contribute my 30+ years of knowledge and experience in financial services to help deliver the best service for our clients.

104-238 Brownlow Drive, Dartmouth, NS B3B 1Y2

As a Mortgage Planning Specialist with Investors Group, I am dedicated to provide superior customer service and practical advice to mortgage customers, from first-time homebuyers to seasoned clients, who want innovative, customized solutions that fit their financial goals.I contribute my 30+ years of knowledge and experience in financial services to help.

Halifax, Canada Area

• Translated strategic plan/direction into tactical initiatives to improve efficiency and effectiveness, reduced financial risk, and encouraged a culture of service awareness, ensuring business needs were met through.

Halifax, Canada Area

• Managed start-up and day-to-day operation of new Halifax Operations Centre for deposit and mortgage administration, ensuring proper existence of, and adherence to, risk management policies and controls.

Halifax, Canada Area

• Utilized project management skills and methodology to conduct product, process and system analysis, and implement solutions to business opportunities. Conducted system and workflow testing to ensure system enhancements.
• Facilitated training related to new process/system implementations, and performed operational readiness assessments to ensure successful implementation of department projects.

Halifax, Canada Area

• Concurrently managed the day-to-day operation of two bank branches with responsibility for employee performance management, sales management, customer service & relationship management, branch operations, and internal.

Halifax, Canada Area

• Coordinated the planning, documentation, analysis and testing of viable disaster recovery plans for seven Service Delivery Centres.
• Implemented plans and facilitated training to 400 employees creating an awareness for safety and business continuity planning in the workplace.

Halifax, Canada Area

• Managed day-to-day branch operations with responsibility for employee performance management, sales management, customer service & relationship management, and internal auditing including Branch Compliance Officer for.

Halifax, Canada Area

• Performed core process reviews recommending remedial actions relating to operations, sales, customer service, staffing and technology; improved process efficiency/effectiveness and increased customer satisfaction.
• Facilitated workshops for new leaders on Branch Operations & Internal Audit Procedures to reduce financial risk.

Halifax, Canada Area

• Performed internal audit reviews in business units throughout Atlantic Canada and the Caribbean; ensured policies and procedures were maintained to the highest requirement.

Halifax, Canada Area

• Provided leadership and personal development coaching to management trainees, assessing their progress in relation to the training program requirements and addressed performance related issues; successfully facilitated.

Undergraduate Studies, Human Resources Management

Certificate, Management Development For Women

Modules: Accounting & Budgeting; Business Communications; Business Strategy; Change Management and Creative Problem Solving; Finance.