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Canadian Banking Industry
Senior Business Analyst|Consultant- Business Process Re-Engineering Oct 2022-Jan 2024
- Partnered closely and collaboratively with cross-functional teams to address and resolve a wide range of complex problems by using the lean six sigma methodologies.
- Furnished innovative advice, consulting, and solutions to engagement partners with an emphasis on business process management and quality assurance maintaining quality standard, project timeline and budget.
- Leveraged analytical, visual management, and quantitative problem-solving methods to streamline and optimize processes in mortgage operations and retail branch locations, resulting in 15% increase in efficiency
- Dispensed advice, guidance, and recommendations to management and internal/external stakeholders on business process management principles, improving decsion- making processes by 20%
- Oversaw and coordinated 2 to 3 projects per year in different operational areas, including Mortgage Operations, and Retail Branch Operations with a strong focus on continuous improvement initiatives, operation cost reduced by 10%
- Led the delivery of presentations on process improvement initiatives and projects to strategically influence middle management, executive leadership and group of 100+ all in- hand company meetings
Fee-Based Operations Associate - Wealth Management July 2021-Oct 2023
- Cooperated effectively with and provided comprehensive support to 50+Scotia McLeod advisors and teams by delivering training and guidance on all fee-based program features, policies, and system processes.
- Interfaced with and supported advisor teams in inputting fee schedules to guarantee 100% accuracy in PureFees prior to quarter-end
- Served in an integral role by furnishing feedback and developing solutions to improve reports, productivity, and techniques using MS Excel resulting in a 70% increase in overall productivity
- Conducted extensive analysis into monthly Series O mutual fund reports to identify trailer discrepancies and implement necessary reversals, which resutled in a 12% reduction in errors
- Guaranteed the ongoing accuracy of new security classification and performed the summarization of findings into presentations, contributing to a 10% reduction in classification errors
- Performed the evaluation and approval of client fees by conducting extensive analysis into client accounts and fee schedules
Senior Experienced Associate - Retail Branch July 2018-July2021
- Achieved substantial success by meeting and surpassing required goals and objectives for all fiscal year by 120%
- Guaranteed ongoing compliance with Anti-Money Laundering (AML) and KYC regulations by maintaining a thorough and up-todate knowledge of regulations
- Carried out the efficient processing of deposits, withdrawals, and other banking transactions for a wide variety of customers
- Handled the processing of recurring and daily electronic transactions, as well as conducting the tracking, verification, and processing of wire transfers.
- Clearly and effectively communicated with customers to obtain a strong understanding of their needs and provided recommendations on retail bank products and services to meet these needs
Automotive Industry
Service Coordinator - Chrysler 2017- July 2018
- Effectively utilized SDS Live and Dealer Connect software to perform a wide range of key duties and activities related to service delivery
- Operated in a pivotal capacity by performing the processing and submission of charge accounts and rental warranty claims
- Tasked with providing training, coaching, and mentoring to new interns in service department procedures and policies to expedite the onboarding process.
- Oversaw the scheduling, organization, and coordination of calendars with service appointments, meetings, and client service.
- Developed, updated, and maintained documentation on all purchase orders and invoices to guarantee timely and accurate payments
Office Administrator - RightDrive Inc. Apr 2016- Mar2017
- Managed cross-border shipments of exotic vehicles from Japan, ensuring compliance with international shipping regulations.
- Liaised with insurance companies to secure vehicle insurance policies for clients.
- Facilitated application and credit approval processes with credit loan companies.
- Handled registration of vehicle ownership and insurance at Ontario service centres.
- Provided comprehensive administrative support, including handling correspondence, scheduling, and maintaining records.
- Organized and maintained files related to vehicle imports, client transactions, and regulatory compliance.
- Served as the primary point of contact for clients, addressing inquiries and resolving issues to ensure high levels of customer satisfaction.
- Coordinated with various departments and external partners to streamline operations.