-Examined personal injury claims for approval and ensured accuracy as well as eligibility of claimant information and standards for approval.-Examined and audited claims handled by team members to proofread, correct and confirm accuracy of information-Trained and assisted team members on given tasks through calls and virtual communications.-Assisted with completing different tasks for multiple teams and departments,while meeting tight deadlines and expectations for different assigned projects and tasks.-Assisted team leaders with implementing and suggesting training topics and areas of improvement for other team members-Handled high volume workloads, and successfully met expectations and daily and weekly quotas.-Adapted to, and successfully implemented regularly changing and improved work procedures into tasks to ensure compliance with updated company procedures and expectations

-Organized, compiled, verified client transactions onto Excel sheets from CRM software-Emailed OFIs and financial Subscriber client discrepancies to resolve client card issues-Fulfilled client requests for refunds, shortages, deposit/withdrawal issues, fraud, transaction details-Investigated and organized sundry losses and drafts for client reimbursement

-created Purchase Orders for clients -Keyed in financial and product information into company database- Assisted team members with creating Purchase Orders and organizing documents and files in workplace

- Updated client banking information, withdrawal and deposit type, and amount as well as cycle in RBC software programs such as ClientSource-Updated information and approved applications for RIFs, Personal Trading Accounts, and Private Corporation Trading accounts while maintaining accuracy of information

- Assisted clients with bill payments, amount transfers, overdraft protection, account set ups, waiving Non-Sufficient Funds fees, TFSA transactions, and RRSP setups.- Assisted clients with investigating fraudulent activities on their accounts-Identified and resolved instances of banking fraud attempts

- Issued payday loans to clients, helped them pay bills, wire transfer money, cash in cheques, and assisted with foreign exchange transactions- Conducted collections calls to contact clients with outstanding payments and loans- Conducted fraud and AML prevention procedures during transactions related to wire transfers, cheque cashing and loans. - Made sales calls to promote services and increase clientele.