Regional Coordinator

• Jan 2020 - Present

Documentation and Funding Representative

• Nov 2017 - Jan 2020

I am accountable for:Checking the accuracy of lease and loan documentation received.I ensure the delivery of customer service which relates to customer and business line/department satisfaction.Funding the deal provided it meets all legal and company parameters. Functional Competencies: Requires ability to multi-task using multiple computer programmes at once Knowledgeable use of word and excelI am responsible for the entire companies Customer Service on the credit and Sales side of the business. This involves organization and prioritization skills alongside excellent time management ability and attention to detail. This includes providing documentation and information to other internal departments, such as Risk, Collections, Accounting and dealing with Government Departments like ICBC or the Ministry of Alberta among others.My main function is to generate documentation for new customers who are interested in financing a piece of equipment with us, usually a truck or farming equipment. I work closely with Inspection Teams and brokers. This is an extremely high stress, high pace environment driven by targets and SLA’s.Attention to detail and a desire to learn and switch between many business functions is key to succeeding in this role.

Audit & Funding Analyst

• Mar 2017 - Nov 2017

My responsibility is to view personal loan documents from an analytical point of view and base a decision on whether it should be approved or declined on whether or not certain parameters have been met. I am responsible for counting the cost in terms of risk to the bank, the amount of finance a customer should get and how long the repayment process should be. This is a very in depth financial role which demands extreme attention to detail and focus. My responsibility is to view personal loan documents from an analytical point of view and base a decision on whether it should be approved or declined on whether or not certain parameters have been met. I am responsible for counting the cost in terms of risk to the bank, the amount of finance a customer should get and how long the repayment process should be. This is a very in depth financial role which demands extreme attention to detail and focus.

Assistant Store Manager

• Nov 2015 - Mar 2017

I was responsible for helping run a Million Dollar shop, stock counts, placing and receiving orders from outside vendors and our own warehouse. This role involved key holding duties, staff scheduling and merchandising. I was involved with championing an excellent customer service experience in our store for each and every customer who shopped with us. I also set up a 1-1 coaching session with all staff members to help improve their work and encourage growth within the company. I was responsible for helping run a Million Dollar shop, stock counts, placing and receiving orders from outside vendors and our own warehouse. This role involved key holding duties, staff scheduling and merchandising. I was involved with championing an excellent customer service experience in our store for each and every customer who shopped with us. I also set up a 1-1 coaching session with all staff members to help improve their work and encourage growth within the company.

Data Analyst

• Dec 2014 - Aug 2015

Information gathering and office organization in a busy logisical office. Information gathering and office organization in a busy logisical office.

Team Manager

• Nov 2013 - Apr 2014

I managed a team of Multilingual agents, our objective is to deliver excellent technical support and customer service for several audio Bluetooth devices via email and occasionally telephone. Our aim was to continually improve out CSat results (Customer Service feedback) and meet all our agreed KPI targets. During the 6 months I managed, we gradually increased our CSat results monthly to meet previously agreed targets and met all our KPI targets consistantly for the entire time I was involved with the project.

Quality Monitor

• Aug 2013 - Nov 2013

I was recruited by the company internally due to an unexpected vacancy. I held the position of Quality Monito for several months alongside maintaining my role as a Senior Sales Exec mentioned below. I listened to 4 calls from every agent (11 agents in total) on a different project for patterns and points which could be construed as both positive and negative in order to give feedback to the agents to help improve their everyday customer service delivery. I brainstormed ideas alongside the manager to find ways to deliver this feedback in a positive and motivating way to encourage agents to want to improve. This was a temporary role until the company found someone to take the role on a Full Time basis.

Sales Executive EMEA

• Jun 2013 - Nov 2013

I worked full time dealing with Re-sellers and Distributors for Symantec which provided security software to major compaies. I also was requested to contact private users to discuss renewals and product use. I set up a conference call weekly with my main resellers and distributors who were based throughout the UK in order to decide on the best practice for our joint customers. This included spreadsheets, powerpoints and discussion on best practice for all involved. The job also involved product licensing and stock taking. A vast amount of the work was administration and planning. Prioritizing and time management were key for succeeding in this role. As a result of my sucess in this role, alongside working another PT role as a quality monitor I was offered a promotion to Team Manager.

Insurance Sales/Customer Service

• Jan 2011 - May 2013

I worked for an Insurance firm called “No Nonsense Insurance”. This dealt with the both car and home insurance in the private sector. I was responsible for generating quotes for both cars and homes and also any midterm adjustments a customer desired to make. This involved a great deal of administration and help me to develop my time management skills.The role required excellent customer service and selling skills. As a result of my time in this role, I moved to a Sales Exec role for another firm within the company.

P.E Teaching Assistant

• Oct 2010 - Dec 2010

I held a position In John Oliver High School as a PE Teaching Assistant. I took classes off all age groups, including students with learning difficulties and those restricted to movement in a wheelchair. I had to teach various sports such as Football, Rugby, American Football, Wrestling, Basketball and many others I also was requried to take classes for tests and teach different groups in a classroom situation as well as general teaching in the gym. I held a position In John Oliver High School as a PE Teaching Assistant. I took classes off all age groups, including students with learning difficulties and those restricted to movement in a wheelchair. I had to teach various sports such as Football, Rugby, American Football, Wrestling, Basketball and many others I also was requried to take classes for tests and teach different groups in a classroom situation as well as general teaching in the gym.

Football (Soccer) Coaching

• Jan 2008 - Sep 2008

I commuted to various primary and secondary schools in our region instructing young people and children in various aspects of football, attempting to improve their game both physically and mentally. I commuted to various primary and secondary schools in our region instructing young people and children in various aspects of football, attempting to improve their game both physically and mentally.