Experience

Proline Management Ltd.

• Canada
• Real Estate
• 1 - 100 Employee

• Property Manager

  • Feb 2016 - Present

  Rental Property Manager • Abide by the rules and regulations of the Real Estate Council of BC and adhere to the Residential Tenancy Act • Monitor and inspect rental properties, note any needed maintenance or repair, and arrange for the completion of all work while communicating with the owner and maintaining a budget • Prepare, track and update maintenance schedules for multi-family dwellings • Regularly communicate with owners and tenants regarding issues affecting the rented property • Coordinate all elements related to the rental of various suites, condos and single family dwellings. Including arranging for advertising, responding to prospective tenant calls, showing properties, screening and approval of prospective tenants, preparing all necessary documentation relating to the renting/leasing of properties, (tenancy agreements, commercial leases, condition inspection reports) and completing the move-in and move-out inspections • Collect deposits and rents and manage rental arrears • Respond to service/repair requests from tenants, and coordinate with maintenance/repair trades persons • Handle applications for dispute resolution brought by or against tenants. Prepare and deliver the necessary submissions for Dispute Resolution proceedings • Assist in preparing budgets for managed properties as required • Review monthly operating statements, review disbursements, review and approve monthly expenses • Develop new rental business to build the rental management portfolio



Cooper Financial Group

• Canada
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Jan 2007 - Aug 2015

  Insurance Advisor• Utilized marketing and networking skills to prospect for individuals that had a financial services planning need (Wealth planning, Risk management)• Conducted financial planning interviews, assessments and developed customized plans and recommendations to suit the clients financial needs and goals• Completed and submitted all insurance and investment applications to MGA office and tracked processing. Followed through to final delivery with clients and maintained a regular connection in the future. Understanding that a client’s needs are ever changing and as an advisor we must review and adjust the plan regularly as needed• Maintained clear, accurate and thorough notes and detailed information on clients and prospects using CRM database • Kept abreast of all new and existing financial products available with Canadian Insurance and Investment companies Group Benefits Sales and Administration• Utilized personal and professional networking, centres and influence and cold call prospecting to obtain meetings with business owners to review their employee benefit plans (if in place) or discuss the advantages of offering one to employees – for groups from 1 to 500 lives• Sold, set up and serviced a large block of group insurance clients, including ongoing trouble shooting and problem solving, being a first point of contact for employees and employers • Worked with a large number of self-employed incorporated professionals to set up Private Health Services Plans and explained the tax advantages of programOffice Administration• Helped to determine office, marketing and business strategies• Assisted in the tracking of some financials and annual sales goals and results• Assisted owner/president with communications, correspondence and meetings• Supported sales efforts with development of in-house marketing, proposals, tracking systems, and by organizing seminars and other educations events• Focused on building and enhancing company brand identity



She She Bags

• Sales Associate

  • Jun 2004 - Dec 2006

  Retail Sales• Managed day to day operations of the retail location• Provided exceptional customer service to new and return customers• Opened, closed and reconciled till daily, completed point of sale purchases



Sears Canada

• Canada
• Retail
• 700 & Above Employee

• Sales Associate

  • May 2003 - Jun 2004

  Retail Sales• Provided exceptional customer service to new and return customers and applied product knowledge effectively• Opened, closed and reconciled tills, completed point of sale purchases• Inventory, stocking, ordering and ensuring that the department remained tidy and pleasing



BC Hydro

• Power Smart Youth Team Representative

  • Feb 2002 - Dec 2002

  Power Smart Youth Team• Educated BC Hydro customers on Power Smart solutions and products• Provided educational presentations at elementary schools to children grades K-7• Media representative for the Comox Valley, built positive professional relationships with local media sources• Composed media advisories, news releases and news stories as acted as spokesperson for the Power Smart Youth Team for live radio and television interviews