Shana Nelson Email & Phone Number

Kelowna, BC, CA

Maintain CRM database accuracy and accessibility through regular updates, oversee cloud service client renewals for uninterrupted service, and facilitate product quotations and order workflows meticulously to ensure satisfaction for clients and internal teams alike.

Coordinating with account managers to maintain successful customer account information and documentation, in accordance with company policy and internal controls.

Oversee the collection of cash, cheque payments and verifies the accuracy of all daily transactions such as credit card payments, cheques, electronic fund transfers (EFT’s) and online payments with a strong attention to detail.

Manages all inbound customer phone calls in a fast-paced environment, efficiently providing knowledgeable responses to all inquiries regarding products, services, and promotions.

Oversee the process and flow from client inquiry to signature of client service engagement to uploading tax documents to payment processing, ensuring a great client experience and supporting the client throughout the process.

Kingston, Jamaica

Assessed clients’ earnings in order to pre-qualify clients for various loan products and efficiently filled out all necessary loan documentation, thus assisting the branch in achieving 90% of its year-to-date target.

Diploma, Business Administration

Finance And Financial Management Services