Shuli D. Email & Phone Number

Mississauga, Ontario, Canada

Mississauga, Ontario, Canada

-Data quality & business SME for IBM MDM database-IFRS17 Conversion of data lineage documentation to Standardized Approach to Key Controls format

Mississauga, Ontario, Canada

-Facilitated JIRA ticket meetings with Insurance Data Management Office (IDMO) data engineers and business intelligence analysts-Primary lead for RBC Insurance's Tableau license transfers and reconciliation

Mississauga

-Nominee and Recipient of Q2 2019 RBC Performance Award-Nominee and Recipient of Q2 2019 RBC Performance Team Award-Recipient of Year end 2019 RBC Performance Silver Award-Nominee and Recipient of Q4 2020 RBC Performance Team Award-Nominee of Q4 2020 RBC Performance Award-Nominee and Recipient of Q1 2021 RBC Performance Award-Recipient of Year end 2021 RBC Performance Convention Award-2017-2022: Creditor Business Ops production ticket governance lead. Primary business contact for RBCI IT partners, including BU UAT & BU PIV testing and sign-offs.-2018: Creditor Business Ops SME lead for the launch of Natural Language Understanding (NLU) for RBC Insurance Service Centre's advice centre.-2018: Team 1st place winner in Cloud Innovation Challenge (development of a mobile insurance enrollment app).-2019: Collaboration with Creditor Product in the launch of an enhanced Business Loan Insurance Plan online tool.-2019: Collaboration with RBCI Insurance Data Office in the creation of an enhanced Tableau view to more accurately track back-office processing teams' productivity.-2020: Led cross-training of peers for various back-office processes as a result of COVID-19 business continuity planning.-2021: Creditor Business Ops SME lead for the launch of various Robotic Process Automation (RPA) virtual assistants. Collaborated with RBC Wealth Management bot developers in the setting of business requirements, UAT testing, and fine-tuning adjustments/defect handling.-2021: RBC Performance Committee member

Mississauga

-Nominee and Recipient of Q1 2017 RBC Performance Award-Recipient of Year end 2017 RBC Performance Bronze Award-Auditing and correcting business vendor generated client correspondence-Administration and processing of new life, disability, and critical illness insurance policies originating from various channels (direct from clients, requests from RBC bank branches and RBC mortgage specialists, exception requests from Advice Centre)-Tracking and sorting of new & existing life, disability, and critical illness claims-Decision-making and directing of escalation requests originating from business vendor partners via workflow systems and management by exception handling-Mentoring and coaching of Advice Centre agents in the audit of client correspondence letters, client interaction via online messaging system, updating insurance records of construction mortgage loans, and processing new policies-Floor Fire Warden Committee Member-RBC Performance Committee Member

Mississauga

-Achieved highest overall performance evaluation rating among bilingual creditor insurance advisors for fiscal Q1 & Q2 2016 (mid-year performance review evaluations of 2016)-Nominee and Recipient of Q4 2015 RBC Performance Award-Recipient of Year end 2015 RBC Performance Bronze Award-Attained the top sales by adding the most number of new policies in an upsell pilot for RBC Insurance's bottom-line-Experienced with the High Priority Market and Access to Specialist line for banking partners with a high focus on coaching RBC branch employees how to position creditor insurance (expert speed-dial line)-As a trusted advisor of creditor insurance, provided clients with positive first-point contact through tailored information and assessment of specific goals-Experienced in the retention of existing business through needs-based and value-based analysis and conversation with clients-Experienced in assisting clients with the submission of life benefit and disability benefit claims-Floor Fire Warden Committee Member-RBC Performance Committee Member

Ottawa

-Monitoring various alarm signals including burglary, trouble, supervision, schedule modification, panic, fire, medical, communication loss, etc.-Dispatching emergency services including guard protective services, police, fire department, and ambulance-Notifying emergency contacts and responding to callbacks from clients

Gatineau, Qc

-Performed market research & competitor analysis-Website development and social media organizer-Strategy consulting, business direction & market planning

Kanata, On

-Processing computer and computer-related point of sale purchases-Inventory database entry and editing-Sales consulting, including compatibility & upgrade viability options-Website editing

Bachelor'S Degree, Marketing

High School