Experience

Travelers Finance Ltd.

• Canada
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Jan 2019 - Present

  - Establish and maintain partner relationships nationally. - Ensure our partners are receiving continued support to ensure their expectations are being exceeded. - Assist in accelerating our partners growth. - Provide accessibility, speed, ease and convenience. - Liaise between partners and Coast Travelers support staff.

• Sales Support Representative, Capital Markets

  • Feb 2016 - Jan 2019

  As Sales Support Representative, my responsibilities include assisting businesses secure financing for their heavy equipment purchases. I work as an intermediary between the buyers of equipment, sellers of equipment, and our lending partners to ensure a win-win scenerio for all those involved. As a Sales Support Representative, it is vital to adapt to changing circumstances and always remain solution-oriented. My daily activities include providing financing proposals to vendors and customers. I am responsible for pulling company and individual credit reports and translating this information into credit profiles to be submitted to our credit team. I follow up with customers to ensure we have everything necessary to expedite the approval processes and ensure their needs are being met. I also work directly with our customer’s insurance agents, book keepers, accountants and assistants, providing them with all necessary information in order to make each step of the process more simple.Relationship management is vital in this role as I make it a priority to always ensure a customer is updated with the status of their lease, regardless of whether they are in the approval stage or if their lease is coming to an end shortly. Show less

• Recruitment Coordinator

  • Apr 2015 - Feb 2016

  As Recruitment Coordinator, I am in charge of editing and creating job descriptions and postings to be uploaded to recruiting websites. Upon receiving resumes, I independently search for appropriate candidates and introduce them to the next step of the interview process. I conduct and coordinate phone, in-person and Webex interviews. Following each of our interviews, I provide a valued opinion and handle the phone calls to both unsuccessful candidates--letting them know we will not be going forward with their application--and to successful candidates, providing them with a job offer. Show less

• Project Coordinator: Marketing Co-op

  • Jan 2015 - Apr 2015

  As a Project Coordinator for Marketing, much of my time was spent organizing events. The events I assisted in organizing included, but are not limited to, TFL's President Club Trip; the Annual Team Meeting (69 attendees), Sales Meeting (42 attendees), and Holiday Party (142 attendees); LinkedIn Tutorials and Trade Shows. I also spent a great deal of my time discussing and executing effective means of exposure for our Account Executives and Assistant Vice Presidents. I gathered research and documentation on our competition's Marketing means, as well as the cost-effectiveness of Marketing across 15+ mediums throughout Canada. With this information, I proposed to each Sales Rep the most effective advertising means for their specific industry and location. Show less

• Project Coordinator: Human Resources Co-op

  • Sep 2014 - Dec 2014

  Following my Accounting Internship, Travelers Finance offered me a 4-month Co-op in the field I was most interested in--Human Resources. In this position, I took on many projects, including but not limited to the creation of new Business Continuity Plans, Employee Manuals and Code of Conduct and Ethics; the production of multiple business cases that were presented to Coast Capital Savings; the creation of the company's org chart as well as workflows by department; the creation of Commission Compensation Plans and individual sales quotas for our Account Executives and Assistant Vice Presidents. Show less

• Accounting Intern

  • Apr 2014 - Sep 2014

  I was first introduced to Travelers Finance as an Accounting Intern for the Summer. My primary responsibilities consisted of bookkeeping for account receivable, payable and bank system reconciliation; issuing invoices (both manual and automatic) to customers and vendors; conducting periodic reconciliations of all accounts to ensure their accuracy; and using my extensive organization skills to increase the productivity of Travelers Finance employees, creating an easily accessible, well-organized filing system and ensuring it was properly sorted at all times. Show less



White Oak Transport Limited

• Canada
• Truck Transportation
• 1 - 100 Employee

• Social Media Director

  • Mar 2015 - Apr 2016

  While working with White Oak Transport Limited, I was in charge of organizing daily posts on various Social Media sites, including Twitter, Facebook and LinkedIn. Our daily posts were created in an attempt to engage with followers and workers, providing information for current events on the trucking industry within Canada (particularly Ontario). While working with White Oak Transport Limited, I was in charge of organizing daily posts on various Social Media sites, including Twitter, Facebook and LinkedIn. Our daily posts were created in an attempt to engage with followers and workers, providing information for current events on the trucking industry within Canada (particularly Ontario).



Bella Cakes and Pastries

• Manager and Sales Associate

  • Nov 2008 - Aug 2013

  At Bella Cakes and Pastries, I worked my way up from a Sales Associate--focusing on the sales and serving of products to customers--to Manager of the company. As Manager, some of my main duties included the recruitment, orientation, training and scheduling of employees, creating the best possible team; handling company invoices, daily cash outs and monthly vendor billing to ensure finances were up-to-date; and stocking, pricing, maintaining and ordering inventory of store merchandise, ensuring the shop was always prepared with necessary ingredients. Show less