Suki Chawla
Leasing Administrator at Prospera Credit Union- Claim this Profile
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Bio
Experience
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Westminster Savings Credit Union
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Canada
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Financial Services
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1 - 100 Employee
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Leasing Administrator
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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
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McNeil Nakamoto Recruitment Group - (Woodfibre LNG, Connor, Clark Lunn)
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Vancouver, British Columbia, Canada
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Office Coordinator, Office Administrator, Executive Assistant, Receptionist, Facilities Assistant
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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
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Tate (Temping Recruitement Agency) - BMT Group (Previously British Martime Agency)
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Surrey, England, United Kingdom
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Reception/Facilities Assistant
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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
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TATE (TEMPING RECRUITMENT AGENCY) - LIME STAFFING AGENCY
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Surrey, England, United Kingdom
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Compliance Assistant
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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
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Tate (Temping Recruitement Agency) - Elmbridge Borough Council
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Teddington, Surbiton, Esher
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Customer Service Advisor
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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
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Network Interlinks
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United Kingdom
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IT Services and IT Consulting
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1 - 100 Employee
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Logistics Manager and Sales Support Assistant
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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
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Office Administrator - Personal Assistant
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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
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BC Liquor Distribution Branch
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Canada
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Government Administration
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700 & Above Employee
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Information Resources Administrator
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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
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Pacific Blue Cross
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Canada
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Insurance
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300 - 400 Employee
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CSR (for Individual Extended Health and Travel Plans)
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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
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Westminster Savings Credit Union
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Canada
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Financial Services
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1 - 100 Employee
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Customer Service Coordinator/Customer Service Representative
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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
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Payroll Assistant (PC Harrington)
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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)
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Gulf and Fraser Group (formerly known as United Savings Credit Union)
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Vancouver, Canada Area
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Customer Services Representative
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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
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Greater Vancouver Community Credit Union
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Vancouver, Canada Area
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Member Services / Loan Clerk and Customer Service Representative
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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
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Education
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Webinars through the BCLDB
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Justice Institute of British Columbia
• Foundation of Collaborative Conflict Resolution (Workplace Focus) Course -
BCIT
HR -
Continuing Education Pertaining to Credit Unions
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Self Interest and Emprovement