Financial Services Representative - Lenddirect - Toronto, ON
(2024-09)
- Assisting clients with line of credit and auto equity loan applications by guiding them through the process and addressing inquiries
- Explaining loan terms, interest rates, fees, and repayment options to ensure clients understand their financial commitments
- Collecting, reviewing, and verifying financial and personal documentation for accuracy and completeness
- Processing loan applications efficiently from submission to approval while maintaining attention to detail
- Performing inbound and outbound calls to support clients, follow up on applications, and promote financial products
- Maintaining accurate and up-to-date customer records while ensuring confidentiality of sensitive information
- Ensuring compliance with company policies, lending regulations, and verification procedures
- Achieving sales targets by cross-selling and recommending appropriate financial solutions based on clients' needs
- Performing external or internal audits to verify the integrity of financial records and operations
- Documenting and Presenting audit results, including discrepancies, weaknesses, and potential financial risks and provide reports to management or regulatory bodies
Technical Support Advisor (Apple Media Services Team) - Transcom - Remote, ON
(2023-05 - 2024-06)
- Diagnosed and resolved technical problems with Apple devices, including iPhones, iPads, MacBooks, iMacs, and related accessories
- Ensured accuracy and completeness in handling customer transactions, refunds, adjustments, and account updates
- Participated in quality assurance initiatives and continuous improvement efforts
- Diagnosed and resolved technical issues related to billing and payment systems, including software glitches, payment processing errors, and billing discrepancies
- Contributed to the creation and updating of technical support documentation
- Adhering to data protection regulations and security protocols when handling sensitive customer information related to billing and payments
- Escalated unresolved issues to higher-level support or engineering teams with clear and comprehensive information
- Guided customers on how to use apple apps for managing payments, viewing invoices, and updating account information
Sales & Marketing Coordinator - Labour Master Solutions - Toronto, ON
(2022-11 - 2023-04)
- Generated new business by identifying and contacting companies in need of staffing solutions
- Conducted cold calls, emails, and client meetings to promote agency services
- Built and maintained client relationships to understand hiring needs
- Coordinated with the recruitment team to ensure timely placement of employees
