Suki Chawla

Leasing Administrator at Prospera Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Vancouver, British Columbia, Canada, CA

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Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Leasing Administrator
      • Mar 2022 - Present

      • Responsible for preparing and verifying lease documentation, generating quotes and bill of sales requests via in-house programs • Verifying and ensuring documentation details meet within criteria • Acting as information resource channel for branch employees, customers, dealers, brokers and sales executives • Responsible for processing and authorizing payments for leased assets and commissions • Following up on outstanding deficiencies • Responsible for preparing and verifying lease documentation, generating quotes and bill of sales requests via in-house programs • Verifying and ensuring documentation details meet within criteria • Acting as information resource channel for branch employees, customers, dealers, brokers and sales executives • Responsible for processing and authorizing payments for leased assets and commissions • Following up on outstanding deficiencies

    • Office Coordinator, Office Administrator, Executive Assistant, Receptionist, Facilities Assistant
      • Oct 2019 - Jul 2022

      • Scheduled meetings for executives and employees for several offices and times-zones • Provided administrative assistance to staff in office or working from home • Responsible for greeting guests, global staff and redirecting communication(s) in offices of 50+ employees • Verified expenses manually and via in-house systems • Maintained office facilities ensuring smooth operations • Arranged flights, transport, and accommodation for senior staff • Maintained meeting rooms and provided refreshments as required • Assisted in editing and writing procedures manual to ensure current operations within department • Attended meetings to take minutes and played an active part in determining new travel policy • Managing inventory and supply for office and kitchen Show less

    • Reception/Facilities Assistant
      • Jul 2018 - May 2019

      • Responsible for greeting guests, global staff and redirecting telephone communication • Assisted Facilities Manager and liaised with building management with maintenance of office and apartments as well as the merger of two office buildings into new location to house 100 employees • Maintained office and kitchen supplies • Responsible for booking travel and accommodations for senior staff • Managed meeting rooms, providing refreshments • Responsible for greeting guests, global staff and redirecting telephone communication • Assisted Facilities Manager and liaised with building management with maintenance of office and apartments as well as the merger of two office buildings into new location to house 100 employees • Maintained office and kitchen supplies • Responsible for booking travel and accommodations for senior staff • Managed meeting rooms, providing refreshments

    • Compliance Assistant
      • Jan 2018 - Jun 2018

      • Responsible for ensuring potential new staff met with compliance guidelines • Ensuring staff courses fully attended in order to meet within Health & Safety regulations and guidelines • Assisted Compliance Manager with various tasks to meet department objectives • Assisted Account Mangers fill their objectives in off-site staffing placements • Responsible for ensuring potential new staff met with compliance guidelines • Ensuring staff courses fully attended in order to meet within Health & Safety regulations and guidelines • Assisted Compliance Manager with various tasks to meet department objectives • Assisted Account Mangers fill their objectives in off-site staffing placements

    • Customer Service Advisor
      • Jun 2017 - Nov 2017

      • Provided exceptional customer service and handled council queries (general, waste management, parking, planning) via in-house computer system • Provided exceptional customer service and handled council queries (general, waste management, parking, planning) via in-house computer system

    • United Kingdom
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Logistics Manager and Sales Support Assistant
      • Sep 2015 - Oct 2016

      • Responsible for receiving goods and processing invoices for shipment of goods for customers • Responsible for ensuring customers software licenses and hardware warranties were current using Outlook, N-able • Used in house computer systems (Quotewerks and Navision) to support daily tasks from generating quotes, raising jobs and maintaining inventory • Maintained and provided transportation of goods to recipients • Provided administrative reception support to Sales team • Responsible for receiving goods and processing invoices for shipment of goods for customers • Responsible for ensuring customers software licenses and hardware warranties were current using Outlook, N-able • Used in house computer systems (Quotewerks and Navision) to support daily tasks from generating quotes, raising jobs and maintaining inventory • Maintained and provided transportation of goods to recipients • Provided administrative reception support to Sales team

    • Office Administrator - Personal Assistant
      • Mar 2012 - Sep 2015

      • Provided exceptional customer service and handled queries via the in-house computer system • Responsible for maintaining /remitting payments and balancing general ledgers • Researched topics for customer presentation • Fielded customer queries via phone and E-mail • Records management • Provided exceptional customer service and handled queries via the in-house computer system • Responsible for maintaining /remitting payments and balancing general ledgers • Researched topics for customer presentation • Fielded customer queries via phone and E-mail • Records management

    • Canada
    • Government Administration
    • 700 & Above Employee
    • Information Resources Administrator
      • Nov 2007 - Apr 2011

      • Responsible for day-to-day technical, procedural and policy interpretation • Responsible for advising and training staff to ensure their activities comply with government and records management standards • Maintained and supported RIM systems (CRMS, RIMS [OCS - Oracle Collaboration Suite]), document management and systems administration of records using web interface • Maintained the Branch Policies, Procedures and Forms Intranet site; formatted and published policies and procedure manuals using MS Word and SharePoint o Verified and updated spreadsheets o Trained personnel on CRMS, OCS; created tutorial documents o Managed Oracle escalation/issues • Responsible for creating and granting security access to users/groups • Administered off-site storage and retrieval of semi-active records, provided authorization for the destruction of records (at the end of their lifecycle) including the verification and reconciliation of storage costs Show less

    • Canada
    • Insurance
    • 300 - 400 Employee
    • CSR (for Individual Extended Health and Travel Plans)
      • Sep 2007 - Nov 2007

      • Provided exceptional customer service and handled council queries (general, waste management, parking, planning) via in-house computer system, meeting/surpassing daily quotas • Provided exceptional customer service and handled council queries (general, waste management, parking, planning) via in-house computer system, meeting/surpassing daily quotas

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Customer Service Coordinator/Customer Service Representative
      • 2003 - 2007

      Customer Service Coordinator (2006-2007) • Responsible for maintaining /remitting payments for financial institution and balancing general ledgers • Selected to be the front face of institution by greeting customers, directing internal and external customer traffic flow and resolving their queries • Generated financial reports for management presentation requests • Handled a 20 line switchboard, directing customers to appropriate areas for resolving customer inquiry issues • Conducted internal mini-audits in preparation for yearly branch audit • Collected, dispersed and shipped internal and external mail • Record management for specific departments • Created an informational Spousal RSP brochure for publication and distribution to members Customer Service Representative (2003-2007) • Money management for clients as a frontline teller • Balanced ATM machines daily, ensuring no outages occur • Trained new hires handling cash services • Achieved top performance quotas consistently, efforts were acknowledged by management Show less

    • Payroll Assistant (PC Harrington)
      • Nov 2002 - Apr 2003

      • Assisted payroll administration with data entry on all new starters using EARNIE (payroll program) • Responsible for verifying and filling contracts and sorting management expenses • Sorted tax vouchers (for Inland Revenue and Contract workers) • Assisted payroll administration with data entry on all new starters using EARNIE (payroll program) • Responsible for verifying and filling contracts and sorting management expenses • Sorted tax vouchers (for Inland Revenue and Contract workers)

    • Customer Services Representative
      • Oct 2001 - Sep 2002

      • Provided exceptional customer service to members and handled queries via the in-house computer system • Informed members of new promotions • Terminated membership procedures • Provided exceptional customer service to members and handled queries via the in-house computer system • Informed members of new promotions • Terminated membership procedures

    • Member Services / Loan Clerk and Customer Service Representative
      • Jun 1998 - Oct 2001

      • Responsible for providing administrative support, credit checks, creating term deposits, reviewing mortgage contracts, data entry as well as verifying and cross-referencing data • Trained new hires • Provided reception support including filing, sorting incoming and outgoing mail • Responsible for providing administrative support, credit checks, creating term deposits, reviewing mortgage contracts, data entry as well as verifying and cross-referencing data • Trained new hires • Provided reception support including filing, sorting incoming and outgoing mail

Education

  • Webinars through the BCLDB
    2007 - 2011
  • Justice Institute of British Columbia
    • Foundation of Collaborative Conflict Resolution (Workplace Focus) Course
    2010 - 2010
  • BCIT
    HR
    2001 - 2007
  • Continuing Education Pertaining to Credit Unions
    1998 - 2006
  • Self Interest and Emprovement

Community

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