Katherine H. Email & Phone Number

Vancouver, British Columbia, Canada

- Understands and maintains the life cycle of a mortgage portfolio with emphasize in insurance, property tax and legal documents.- Ability to collect and analyze insurance and property tax documents to meet business requirements in a timely manner- Ability to provide prompt conflict resolution by identifying insurance deficiencies and escalating it to the appropriate departments - Proficient in time management through organization of payment schedule for remitting property taxes… Show more - Understands and maintains the life cycle of a mortgage portfolio with emphasize in insurance, property tax and legal documents.- Ability to collect and analyze insurance and property tax documents to meet business requirements in a timely manner- Ability to provide prompt conflict resolution by identifying insurance deficiencies and escalating it to the appropriate departments - Proficient in time management through organization of payment schedule for remitting property taxes throughout Canada- Manage a variety of interactions with internal and external stakeholders and ensures all requests are resolved in prompt manner- Ensure all prepared documentation and conversations are accurate and consistent with the company's compliance standard, whilst practicing good judgment Show less

- Provide main managerial support for front line staff by providing advice and solution to day-to-day branch activities and large range of customer service transactions- Ability to resolve fraud and payment concerns in a timely manner with prompt follow-up with clients- Skilled in developing and implementing onboarding training for new hires to help employees grow professionally and enhance their ability to identify and offer financial advice to clients - Ensure all prepared… Show more - Provide main managerial support for front line staff by providing advice and solution to day-to-day branch activities and large range of customer service transactions- Ability to resolve fraud and payment concerns in a timely manner with prompt follow-up with clients- Skilled in developing and implementing onboarding training for new hires to help employees grow professionally and enhance their ability to identify and offer financial advice to clients - Ensure all prepared documentation and conversations are accurate and consistent with TD’s Code of Conduct and Ethics, whilst practicing good judgment Show less

- Proactively demonstrates lobby leadership in customer lounge, help and advice area of the branch with the goal to deliver legendary customer experience and create positive impressions by engaging customers in a range of sales and service conversations- Identify sales and advice opportunities and refer customers to the appropriate team members and internal bank partners- Understand and apply overall branch/bank operating policies and procedures, such as assisting in opening and closing… Show more - Proactively demonstrates lobby leadership in customer lounge, help and advice area of the branch with the goal to deliver legendary customer experience and create positive impressions by engaging customers in a range of sales and service conversations- Identify sales and advice opportunities and refer customers to the appropriate team members and internal bank partners- Understand and apply overall branch/bank operating policies and procedures, such as assisting in opening and closing branch procedures - Ensure branch is always tidy and fully stocked with office supplies by performing a daily checklist- As the branch's main First Aid and Health & Safety representative, I perform monthly checks to ensure the branch is well equipped with First Aid supplies and is ready in case of fire hazards Show less

- Proactively engage with customers in all areas of banking in order to deliver the most accurate and helpful financial advice through full product and service knowledge- Assisted customers in a broad spectrum of financial transactions whilst able to drive sales, retain business and assure excellent customer experience- Successful in forming memorable customer experiences through actively listening and engaging customers in day-to-day conversations which was recognized through excellent… Show more - Proactively engage with customers in all areas of banking in order to deliver the most accurate and helpful financial advice through full product and service knowledge- Assisted customers in a broad spectrum of financial transactions whilst able to drive sales, retain business and assure excellent customer experience- Successful in forming memorable customer experiences through actively listening and engaging customers in day-to-day conversations which was recognized through excellent feedback from customer service calls- Consistently exceeded sales targets at 300% pace, including investment referrals, through the ability to identify customer needs Show less

The BC & Yukon Branch of the Kidney Foundation is committed to improving the lives of persons living with kidney disease in BC as well as raising awareness about kidney health, disease and organ donation registration. The goal of my summer internship is to contribute in the internal and external tasks of producing outreach booths across the Lower Mainland and to raise the number of registered organ donors from the currently 20% to 50% of those that claim to support organ transplants… Show more The BC & Yukon Branch of the Kidney Foundation is committed to improving the lives of persons living with kidney disease in BC as well as raising awareness about kidney health, disease and organ donation registration. The goal of my summer internship is to contribute in the internal and external tasks of producing outreach booths across the Lower Mainland and to raise the number of registered organ donors from the currently 20% to 50% of those that claim to support organ transplants. Main tasks include:- Responsible for the internal tasks of organizing 5+ outreach booths in the Lower Mainland, which allowed sufficient set-up/ take-down on the day of the events.- Achieved clear communication skills that allowed the Kidney Foundation of Canada, BC & Yukon to attend in various events/parades/festivals within the Lower Mainland, which supported in raising awareness of kidney transplantation.- Ability to be a part of the Canada Day Parade held at downtown Vancouver and successfully instructed 10+ volunteers in terms of their tasks on-sight of the event.- Answering questions and providing information regarding volunteer opportunities available, organ/donation in British Columbia and health concerns regarding kidney disease.- Signing up new volunteers with The Kidney Foundation of Canada BC & Yukon Branch and strategically applying their skills in sufficient positions and type of events. Show less

Project HANDS is a Canadian-based, non-profit organization and are currently working among the indigenous Maya in the rural regions of Guatemala. My position within this company is the Events and Marketing Director. Along with my colleges, we had been able to articulate a thorough fundraising plan, which was successful in raising an outstanding amount of $7,800 from our summer golf tournament. All proceeds goes towards sponsoring medical teams to run outreach clinics and surgical teams… Show more Project HANDS is a Canadian-based, non-profit organization and are currently working among the indigenous Maya in the rural regions of Guatemala. My position within this company is the Events and Marketing Director. Along with my colleges, we had been able to articulate a thorough fundraising plan, which was successful in raising an outstanding amount of $7,800 from our summer golf tournament. All proceeds goes towards sponsoring medical teams to run outreach clinics and surgical teams to perform a variety of elective surgeries for the people of Guatemala.Main Tasks include:- Responsible for planning and implementing a marketing case for our foundation's major fundraising event which was able to raise $7,800 for the next surgical trip to Guatemala. - Assisted in performing phone interviews with several non-profit organizations within Vancouver and, as a result, was able to develop a thorough environmental scan and research proposal that outlined the basis of non-profit organization and their initial development techniques for sponsorships and fundraisers. - Prepared a Marketing and Events proposal for the organization's board meeting that discussed the costs, venues, and event timeline for the summer golf tournament fundraiser.- Ensured fundraising event ran smoothly while assisting with assembling and taking down of the event. Show less