John Whittaker, Bec Email & Phone Number

Toronto, Canada Area

In my current role, I support the administrative duties involved with Mortgage and Equity Line Visa payout discharge requests. Through self-learning how to incorporate Macros into an Excel file I successfully implemented multiple tailored tools which streamlined both primary and secondary processes, generating correspondences in Word or Excel, and in one case enabled robotic process automation. As a result:• Productivity of our primary task to generate payout statements increased by an average of 35% across our team and saved the company $70K in administrative labour• Throughput of a secondary task to payout visa mortgages decreased by 80% and saved the company $30K in administrative labour• Nominated for "Win as a Team" award during inaugural Home Awards ceremony (2019)

Ancaster, On

• Successful completing administrative process for transferring client information and funds to new broker in a timely and accurate manner• Facilitated organization of client documentation throughout transfer process

Ancaster, On

• Decreased cost of bulk mail-outs by making use of CRM system and mail-merge feature• Demonstrated attention to detail and accuracy preparing client correspondence without errors• Clarified comparative analysis of mutual funds to be presented to clients• Developed professional communication skills inquiring fund fee information from external parties

Toronto, On

• Reliably updated team’s management scorecard monthly without errors• Investigated effectiveness of project documentation processes completing 5 project reviews• Remodeled spreadsheet for weekly recurring activity to greatly reduce time and cost• Dependably delivered information outputs to team-mates and supervisor within deadlines

Toronto, On

• Supported investigation of outstanding vendor claims to rightful resolution• Upgraded department’s method for calculating tax with use of tables and formulas in Excel• Achieved high accuracy data entry of account adjustments and transfers • Processed high volume of account reconciliations quickly and accurately

Bachelor Of Economics, International Finance And Control

• Gained practical problem solving skills with practiced application of theoretical framework • Implemented theoretical organizational.

Advanced Finance Diploma, Business Administration - Finance, Co-Op

• Maintained 3.9 - 4.0 GPA taking courses such as: Financial & Business Management, Business Communications, Business Case Analysis.