Joseph Michaud Email & Phone Number

Calgary

Calgary, Alberta, Canada

Property Tax AdministrationWork with local municipalities across Canada to ensure clients taxes are kept current.Ensure all tax billings are paid in a timely manner to avoid any interest or penalties.

RMG Mortgages (Division Of MCAP Financial Corporation)

• Supervised 3 administrative assistants and their daily activities confirming complete and accurate mortgage renewal documents were sent to clients within requested SLA time frames.
• Liaised with both internal and external partners to achieve common goals within agreed upon service level agreements (SLA).
• Processed renewal of mortgages efficiently and accurately within SLA.
• Completed Equifax Credit Batch pulls for over 600 clients on a monthly basis and entered into the Optimus system by the pre-determined SLA to ensure the proper products were offered.
• Ensured past due loans were renewed into open terms as per policy to avoid legal action
• Completed the combination of first and second mortgages at maturity – includes working with and maintaining relationships with the Insurers and First Canadian Title (FCT).

• Cooperated with local municipalities across Canada to ensure clients taxes were kept current.
• Ensured all tax billings were paid in a timely manner to avoid any penalties.
• Employed correct coding to insure tracking of daily activities.
• Communicated with clients on a daily basis, explaining both their responsibly as well as the companies.
• Participated in testing of new ‘Gladiator’ system to accelerate payments of large volumes of property tax clients within a single municipality.
• Created a script for the Customer Service team for year end questions regarding clients tax account.

• Followed up with customers on all cancelled fire insurance notices to ensure proper coverage.
• Enrolled/removed any clients with ResMor Trust’s Blanket Fire insurance policy as required.
• Processed return mail on a daily basis researching clients to ensure company records were kept as current as possible

• Worked with closed accounts and unpostable items, locating other accounts or alternative methods to satisfy items.
• Collaborated with outside parties when researching clients concerns regarding automated teller discrepancies.
• Consistently handled varying workloads and was able to meet deadlines.
• Participated as a coach when a new system was implemented to aid fellow co-workers.