Nikhil Thomas Email & Phone Number

Toronto, Ontario, Canada

• Audit discharge statements to ensure accurate notes, penalties, fees in place
• Prepare discharge documents for residential mortgages in various provinces across Canada
• Prepare discharge/transfer documents using Teraview software for properties in Ontario
• Respond to inquiries from clients/solicitors/financial institutions
• Utilize professional communication and coordination skills with teammates when working on projects
• Assist with training teammates and investigating inquiries

Louisville, Kentucky, United States

• Preparing monthly budgets and working with payroll and accounting departments to monitor monthly expenditures and revenue.
• Ensuring all clients receive quality customer experience and requesting feedback on ways to improve customer service and ongoing experience.
• Provide online financing options for vendors and students by working alongside the accounting department to set up payment plans.
• Tacking online trends and monitoring customer patterns to cater to the products in-store.
• Engages in active staff training related to safety protocols and establishing employee compliance guidelines.
• Performing a variety of duties relating to cash sales, credit card purchases, reordering, invoicing, stocking, and pricing of merchandise in the bookstore.

Milton, Ontario

• Developing and implementing growth strategies set by Senior Management.
• Setting up appointments with vendors to ensure satisfaction with the current services and introducing newer products to current vendors.
• Identifying strategies and business processes to get to know the nuts and bolts of the company’s functions and operations.
• Assisted the sales team by requesting credit reports for clients and processing loan applications on behalf of clients with accounting and finance departments.
• Supporting management team with daily tasks such as allocating the budget and crafting performance reports.
• Helped department leads and managers complete daily tasks such as ensuring operations are on track to meet quarterly objectives and implementing new policies.

Brampton, Ontario, Canada

• Providing sales support by identifying sales opportunities/reciprocal referrals and assisting IA(s) in preparation for client meetings.
• Providing personal banking needs to clients and ensuring quality customer service experience.
• Providing market quotes and tracking Dividends, RSPs, and RIFs to clients.
• Creating reports for analysis of client accounts and catering products to meet client needs.
• Understanding TDW PIA Product offerings and unique investment instructions.
• Actively supporting the IA and branch in achieving the branch’s annual business goals and reciprocal referral goals

6560 Kennedy Road

• Making daily Outbound calls with various priority test results as part of the LifeLabs call reporting process to clients.
• Communicating lab test results to Physicians, Nurse-practitioners, Long Term Care Facilities, Hospitals and Doctors Clinics.
• Maintaining confidentiality and discretion upon viewing medical reports and handling client lab requisitions.
• Maintaining an exceptionally high level of professionalism while communicating with customers and responding to client enquiries.
• Efficiently dealing with various call priorities daily such as Criticals, Alerts, Urgents, Infection Control, and ASAP’s
• Communicating with departments such as Inbound and Client File Maintenance teams (CFM) regarding customer calls enquiry and updating client information.

Mississauga Central

• Assisting clients in person to help them achieve their short-term and long-term financial goals.
• Submitting loan applications and running credit reports on behalf of clients, to suggest personalized financial instruments.
• Supporting financial consultants in the regional office through the preparation of comprehensive financial plans for clients.
• Utilizing PFP, financial forecasting software to project client retirement, education, investment, and estate planning.
• Assisting financial consultants to help generate cash flow, net worth, and estate analysis projections.
• Analyze and prepare financial plans to be professionally presented to clients.

Oakville, Ontario

• Creating, Purging/Resetting and Dispatching Purchase orders from the Expediter
• Requesting Performing budget checks prior to dispatching Purchase orders to Vendors
• Processed Purchase orders and analyzed cost centre expenses to facilitate month-end budget forecasting.
• Coordinated reviews on budget allocations and highlighted budget errors with senior buyers.
• Responsible for overseeing Agent commissions and international wire transfer POs.
• Ensuring accurate HST charges, account numbers and net terms on out-of-province Po’s

Mississauga, Canada

• Auditing Inventory bi-weekly using perpetual inventory to maintain backroom accuracy
• Ensured the implementation on First In First Out (FIFO) method for perishable items
• Oversaw and directed various mini-projects during shifts by being assigned Team Captain
• Maintained backroom accuracy within 95-98% range safe zone
• Quick and accurate scanning and bagging of all items, and payment collection
• Analyzing pull list reports from the backroom and assigning them to Team leaders

Bachelor Of Commerce (Bcom), Global Management

Activities and Societies: DECA Ryerson

Master Of Arts - Ma

Business Administration, Accounting, Gpa 3.89

Accounting And Finance