Stephanie Simard Email & Phone Number

Montreal, Qc, Ca

Longueuil, Quebec, Canada

Montreal, Quebec, Canada

Ensuring the company’s strategic objectives and plans which have been set are being met by supporting 3 Senior Managers in two different provinces.Analyzing and monitoring the progress of its employees towards achieving the objectives and targets set.

Montreal, Quebec, Canada

Directrice Principale/ Senior ManagerCentre de Service National/ National Service Centre

Montreal, Canada Area

Supported a team of 16 mortgage administrative staff that had various responsibilities such as taxation, legal documentation, service and finance.

Montréal

Managed a team of 16 specialists to deliver excellent customer service to all CIBC banking centres, offering them support with all their estate needs.

129 Saint-Jacques Montreal

Provide phone support to our customers/executors to deal with the loss of a loved one. The Estate Specialist will help our customer/executor through the end-to-end Estate and Deceased process. While doing this, the ES will identify financial needs and refer opportunities to other BMO partners, including AGF. In keeping exceptional customer experience top of mind, Estate Specialist will retain business and grow SOW with the beneficiaries/executor in order to achieve BMO’s Vision.•Point of… Show more Provide phone support to our customers/executors to deal with the loss of a loved one. The Estate Specialist will help our customer/executor through the end-to-end Estate and Deceased process. While doing this, the ES will identify financial needs and refer opportunities to other BMO partners, including AGF. In keeping exceptional customer experience top of mind, Estate Specialist will retain business and grow SOW with the beneficiaries/executor in order to achieve BMO’s Vision.•Point of contact to support customers and branch employees in medium complexity plus estate and deceased cases, ensuring exceptional customer experience•Assess customer holdings landscape and make referral•Make recommendations on probate•Be expert of Estate and Deceased policies and procedures Show less

Facilitate virtual classes in French and English for Customer Service Reps and Financial Services Mangers.Facilitate face to face courses for Everyday Banking and Cards associates.

File analysis, mitigation, review risk and capacity, service customer issues and complaints, offer solutions

Ville Saint-Lauent

Analyse mortgage applications from all Canadian Financial institutions in order to analyse potential risk, examine covenant to reduce fraud and losses.Achievements and Contributions Risk analysis: Calculation of premiums and approvals related to risk by using grids, maps and statistics. Analysis of client risk, potential fraud and default risk. Investment mortgage management: With the use of evaluations and statistics, determine if the investment property is a potential for… Show more Analyse mortgage applications from all Canadian Financial institutions in order to analyse potential risk, examine covenant to reduce fraud and losses.Achievements and Contributions Risk analysis: Calculation of premiums and approvals related to risk by using grids, maps and statistics. Analysis of client risk, potential fraud and default risk. Investment mortgage management: With the use of evaluations and statistics, determine if the investment property is a potential for default or issue. Review application of client to see if vacancy and ratios are acceptable. Show less

Train and certify directors to become investment specialists, through coaching sessions, team meetings, call monitoring, and guidance. Decrease service levels and increase telephone etiquette ratings and investment sales, have directors offer impeccable customer service and investment counselling.Help the Branch Compliance Officer with the transactions that are non-compliant and use as coaching tools.

Bachelor'S Degree, Bachelors Of Management

Activities and Societies: Currently enrolled... 4 year course

Certificate, Sixsigma, Yellow Belt

Financial Planning, Estate And Trust Admin, Risk And Insurance, Investment Funds In Cananda