Jason Canada Email & Phone Number

San Francisco, California, United States

Cataloging/indexing recordsUtilizing a records management system (database) for search, retrieval, and data entry.Applying records retention schedules to files for the purposes of retention, archiving and disposition.Responding to customer inquiries and participating in records organization projects.Assisting colleagues with preparing and shipping large.

San Ramon, CA

• Resolved rate discrepancies, assigned issues to appropriate departments, and collaborated on internal documentation.
• Helped to decrease losses for department with early reviews of discrepancies.
• Collaborated with team lead to create internal documentation for rate audit processes.
• Updated internal documentation for various admin positions.
• Researched and resolved Canadian client tax issues, ensuring tax rate application and compliance.
• Utilized various tracking tools for strategic account research to identify issues and provide targeted account resolutions.

San Ramon, California

• Delivered team wide support in structuring credits to ensure complete compliance with all credit policies and procedures.
• Actively coordinated activities including but not limited to scheduling work assignments, setting priorities, and directing the work of select team associates.
• Composed correspondence relative to credit administration work for appropriate and relevant distribution.
• Evaluated and verified employee performance, reviewing individual techniques and completed project work product. Monitored SATT progress to ensure on time identification and resolution of issues.
• Utilized PeopleSoft for OAL logging, local credit report verification and QTR/SA VP reporting.
• Recognized for outstanding credit administration, receiving (5) Everyday Hero Awards.

Walnut Creek, California

• Prepared various reports for executive management
• Reviewed contracts for vendors combining and renegotiating
• Scanning, monitoring and tracking of all invoices for over 600 per month.
• Worked on merger related projects helping to minimize costs and combine accounts.
• Researched various invoices to verify correct accounts and amounts where being charged.
• Ensured strict confidentiality and privacy of the accounting records/documentation of clients.

• Opened both personal and business accounts per client needs, additionally performing “scan-a-check” account analysis when appropriate.
• Sustained a balance between bank policies and client benefits in decision-making and handled complex issues in the best interest of both client and bank.
• Evaluated and identified opportunities to drive performance improvement and positively influence client experience.
• Interviewed new and existing clients to collect necessary information/documents.
• Resolved complex problems related to new client accounts and business documents.
• Created accurate reports to indicate revenue generation, sales growth, and operational efficiency.

San Ramon, California

• Consistently met performance objectives in selling new account products and services.
• Ensured smooth execution of client service activities such as onboarding new clients, responding to service requests and compiling/updating client data.
• Interviewed new and existing clients to collect necessary information/documents.
• Resolved client account issues, CTR’s and various business documents.
• Mentored new associates by providing friendly motivation, guidance, and training to produce an outstanding staff with a “customer first” focused attitude.
• Encouraged team members to openly communicate and strive to share information, knowledge, and skills.

Bachelor Of Arts - Ba

Associate Of Science - As, Accounting