Joshua Kiena Email & Phone Number

Hamilton, ON, CA

• Responsible for planning, organization, and direction of the organization’s operations and programs.
• Develop & implements consistent policies, procedures, and operational reporting/metrics.
• Oversee and report on the organization’s results for board of directors.
• Prepare accurate and timely analyses that capture and communicate fundraising results, and performance trends.
• Provide leadership to staff to ensure appropriate support of all departments.
• Coordinates and leads annual budget reviews, monthly and quarterly reviews

• Client account management: Manage all transactions related to client calls or refer to appropriate internal or external business department.
• Financial Reporting and Analysis: Compiled data from various sources, analyzed trends in portfolio performance and accurately recorded transactions for compliance.
• Compliance Monitoring: coordinate transactional investigation with other business units for errors and implement timely adjustments when needed.
• Leadership & Mentorship: Led, trained and mentored new hires by providing guidance and support to team integration to foster professional growth

Remote

Optimized financial operations and transaction accuracy in payment collections and corporate actions.Enhanced financial analysis and reporting, reducing delinquency ratios.Ensured high accuracy in processing complex transactions for various financial accounts.Implemented improved administrative processes for transaction processing.

Hamilton, Ontario, Canada

Conduct payment collection activity to provide the Bank with optimal delinquency ratios and loan lossesPerform telephone activities by assisting clients with questions and concernsMake sound decisions on accepting, rejecting or offering amended payment terms and settlements while conforming to Bank policiesEstablish full responsibility for all payment or.

Toronto, Ontario, Canada

Directed initial Sales Development Representative team at a SaaS startup, enhancing strategic direction.As Business Development Manager, boosted client acquisition and retention through targeted strategies. Facilitated collaboration across departments to implement comprehensive sales strategies.Provided executive leadership with direct updates on strategic.

Hamilton, ON

Customer ServiceAssisted customers through handling iOS issues over the phoneHelped book appointments Technology solution

Hamilton, Ontario, Canada

Actively contribute to meet the branch's business goals, as well as individual sales and customer service goalsPerform routine bank telling tasks, including making deposits, withdrawals, transfers, and credit applicationsOpen and close a variety of types of accounts, process address changes, and collect feesMaintain and balance the cash drawer on a daily.

Hamilton, Ontario, Canada

• Responsible for planning, organization, and direction of the organization’s operations and programs.
• Develop & implements consistent policies, procedures, and operational reporting/metrics.
• Oversee and report on the organization’s results for board of directors.
• Prepare accurate and timely analyses that capture and communicate fundraising results, and performance trends.
• Provide leadership to staff to ensure appropriate support of all departments.
• Coordinates and leads annual budget reviews, monthly and quarterly reviews

Hamilton, Ontario, Canada

• Perform telephone activities by assisting clients with questions & concerns
• Review and evaluate online financial loan applications & provide recommendation
• Oversee past due accounts, collect loan payments & handle escalated issues.
• Develop repayment plan strategies to reduce delinquency on overdue balances.
• Manage all client interaction & redirect matters to the appropriate departments.
• Collect documents from customers who seek financial aid, putting those documents together to present to a verification department for approval for funds