Experience

CWB National Leasing

• Canada
• Financial Services
• 200 - 300 Employee

• Account Specialist

  • Dec 2011 - Present

  Establish and maintain effectual working relationships with Sales Managers, clients, Vendors and liaise with other key departments within the company; maintain Sales Manager profiles and monitor Sales Manager backlogs. Provide effective customer service by maintaining constant communication and contact files, responding to customer inquiries (including explaining pricing and rates to internal and external customers), and ensuring service standard guarantees are met or exceeded. In accordance with strict time deadlines, responsible for determining lease requirements and status/pending course of action in compliance with specific requirements and policies (including the Personal Property Security Act); request lien searches, accurately audit employee’s documents up to $300,000; determine priorities for documentation, funding and export; manage follow ups and document distribution. Calculate lease payments with signing authority level on transaction files and funding payments up to a maximum of $300,000. In a team-oriented work environment, support team members as necessary, assist in training new Sales Coordinators, and work to improve departmental processes. Advanced utilization of Felix, FastCredit, Salesforce, Tvalue, and NL Interactive.

• Senior Account Manager

  • Aug 2006 - Dec 2011

  Establish and maintain effectual working relationships with Lease Manager, clients and Vendors. Working cohesively with Lease Manager, assume responsibilities associated with the role of Associate Supervisor including: high involvement in higher-level processes and decision making; monitor staff and team performance including workload and resolve the load by delegating tasks to staff; monitor and bring feedback/performance to the Manager; maintain Lease Manager profiles. Provide effective customer service by maintaining constant communication and contact files, responding to customer inquiries, and ensuring service standard guarantees are met or exceeded. In accordance with strict time deadlines, responsible for determining lease requirements and status/pending course of action in compliance with specific requirements and policies (including the Personal Property Security Act); request lien searches, determine priority waivers; determine priorities for documentation, funding and export; manage out-of-orders and document distribution; accurately audit employee’s documents. In a team-oriented work environment, support team members as necessary, train new Account managers, and work to improve departmental processes.

• Documentation Manager

  • Mar 2006 - Aug 2006

  Establish and maintain effectual working relationships with internal and external customers; provide effective customer service by maintaining constant communication and contact files, responding to customer inquiries, and ensuring service standard guarantees are met or exceeded. In accordance with strict time deadlines, responsible for creating accurate and complete lease documents in compliance with specific requirements and policies; accurately audit employee’s documents, process lease packages, data entry in RIPA system. In a team-oriented work environment, support team members as necessary, train new documentation managers, and work to improve departmental processes.



Zellers

• Retail
• 500 - 600 Employee

• Business Development Associate

  • Jul 2004 - Mar 2006

  In accordance with strict time deadlines, accurately monitor, order, and precisely record inventory using computer models; download online programs and access online data base for shelf label and ticket production; batch sorting and filing large amounts of data; responsible for monitoring online UPC problem log, including effective diagnosis of the problem, communication of problem to upper management, and problem-solving; address customer inquiries as needed.

• Associate Supervisor

  • Apr 2003 - Jul 2004

  Manage 20-25 staff members including review of staff transactions and performance in a manner that exhibits responsible authority; accurate counting and precise recording of cash pick-ups and change distribution to cashiers; organize and delegate duties to staff as required; effectively manage customer complaints through effective problem-solving and decision-making consistent with organizational policies and procedures; schedule equipment repairs to registers as required; precise slotting and selection of on-shelf inventory; trouble-shoot and manage staff and customer concerns as required.

• Cashier

  • Nov 2001 - Apr 2003

  Operate register, process transactions with accuracy, handling cash and credit payments, decision making regarding discounts; provide prompt, courteous service to customers. Also responsible for managing customer service desk, effectively managing various in-person and telephone customer inquiries in a prompt manner, consistent with clearly outlined policies and procedures; clearly communicating with customers and management regarding complaints; problem-solve for customer complaints regarding HBC rewards program via computerized logging system; simultaneously answer phones, complete returns, and take HBC orders and returns in a fast-paced service environment.



Dance Plus

• Seamstress

  • Nov 2000 - Jun 2002

  Perform fittings, cut blocks, and sew dance costumes for numerous dance studios; work independently in a timely manner so as to meet customer deadlines; process payments, sales, clerical duties. Perform fittings, cut blocks, and sew dance costumes for numerous dance studios; work independently in a timely manner so as to meet customer deadlines; process payments, sales, clerical duties.



Royal Dodge Dealership

• Temporary Receptionist

  • Jun 2001 - Aug 2001

  Accurately receive and process payments; manage switchboard; concise recording of messages and prompt communication of these to relevant parties; clerical duties including photocopying, faxing, sorting/filing transaction records; managing and directing customer inquiries, manage petty cash. Accurately receive and process payments; manage switchboard; concise recording of messages and prompt communication of these to relevant parties; clerical duties including photocopying, faxing, sorting/filing transaction records; managing and directing customer inquiries, manage petty cash.



International Clothiers

• Salesperson

  • Oct 1999 - Nov 2000

  Commission sales, process payments, accurate accounting/sales logging and balancing, fittings, merchandise management (ticketing, floor management); manage in-person and telephone customer relations; demonstrate product knowledge; create in-store displays. Commission sales, process payments, accurate accounting/sales logging and balancing, fittings, merchandise management (ticketing, floor management); manage in-person and telephone customer relations; demonstrate product knowledge; create in-store displays.