providing services and advice

Offer outstanding service to clients by helping them find the best mortgage strategy for their needs. Establish and maintain lasting business relationships with real estate agents and/or builders by keeping them informed of the products and services we offer.Work closely with target branches to identify and meet client's internal and external refinancing needs.Communicate and work effectively with internal partners to improve client retention, client onboarding in branches and business development by referring clients to the most appropriate partners.Attend various business development and recognition activities.Adhere closely to established processes and procedures to produce high-quality files that comply with current standards and regulations and be able to identify all risks inherent to the Personal and Commercial Banking sector’s activities.

Client-focused sales expertise and client interaction maximization with great focus on problem-solving skills. Assisted clients with their everyday banking, credit, and investment needs. A brand ambassador, to add value in the moments that matter most to clients and collaborate with partners to help them achieve their goals. Whether demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist. Developed expertise and contribute to create meaningful and memorable client experiences to improve satisfaction and loyalty.

Customer Service and Product customization

Accounting experience: prepared weekly reconciliations, quarterly reports, resulting in the ability to produce financial statements for the year. Supply documents for audits, 2x year. Company complies with IFRS and tax.Data entry: entry of financial transactions on ERP database for accounting and reconciliationsAccounts receivable/payable: was responsible for the accounts payable to suppliers, receivables of supplying contracts with small local businesses and issue invoices to customers.HR and payroll: was responsible for the employee’s payroll, including overtime, vacations, health benefits and scheduling.Inventory control: gas station, oil change and a store with over 250 products to do inventory control and help the business cash-flow.

A company that dealt with consulting and compliance of controlled chemicals, handling sensitive and confidential information.Financial experience: bookkeeping all of the company’s financial transactions, weekly reconciliations, monthly reports and produce financial statements for the year. Company was compliant with IFRS and tax.Reconciliation: bank statements and invoices and verify discrepancy on invoices, cross check with the company’s database on MS AccessHR and Payroll: carried the responsibility for the staff’s payroll, including overtime, vacations, health benefits and scheduling.

Tax audit for personal and businesses tax: knowledge include federal tax, municipal tax and value added TAX – VATWriting reports on the findings, recommending improvements and showing areas of weakness where the businesses could be exposed to a government audit.Leading small teams to work on the field, training interns on the processes, compliance and company culture.Recalculation of financial statements with the suggested findings to show the future implications.