Emily Liu

**** ****** ******, ***** ***, Toronto, Ontario, M3C 4G8

Mobile: 647-***-**** Home: 647-***-**** E-mail: acf77a@r.postjobfree.com

EDUCATION

Bachelor of Business Management & Organizational Studies 2013

(Specialization in Finance & Administration)

Western University, formerly the University of Western Ontario, London, Ontario

• Queen Elizabeth II Aiming for the Top Scholarship, awarded for high admission average (2008)

• UWO Scholarship of Excellence, entrance scholarship with incoming average 90-94.9% (2008)

• Western Scholar, status to recognize academic excellence (2008-2010)

HIGHLIGHTS OF QUALIFICATIONS

• Motivated professional with over 3 years of extensive client service and administrative experience

• Outstanding interpersonal, written and spoken communication skills; via email, phone and in-person

• Native proficiency of Mandarin Chinese as a second language

• Proficient in Microsoft Applications (Word, Excel, Access, Power Point, Outlook and Publisher), Lotus

Notes, and Social Networking

• Analytical thinker; adept at problem solving and conflict resolution

• Open-minded and willing to consider all possible solutions when working with clients in intense situations

• Capacity to work well independently and handle multiple assignments in highly pressurized environments

• Enjoy working in teams and possess ability to take on leadership roles with eagerness and ease, as well as be

a diligent and passive contributor given the situation

• Organized with excellent time-management skills, ability to meet tight deadlines and maintain efficiency

and accuracy at the same time

PROFESSIONAL EXPERIENCE

Job Developer Assistant July 2014 – Present (Volunteer)

Scarborough Milner Business Court YMCA Centre, Scarborough, Ontario

• Conduct employment status updates for active and inactive clients (3,6,12 month follow-ups)

• Draft case notes documenting client job search activities and employment status updates; offer assistance to

address additional clients needs / demonstrate excellent client service

• Prepare employer files and training agreements for participants

• Observe and assist in JMPI meetings providing clients job leads and coaching with job search strategies

• Support individual clients in resume and cover letter preparation, research and job search support

• Research labour market information on specific industries

Client Service Analyst (BMO Nesbitt Burns & InvestorLine) June 2013 – March 2014 (Contract)

BMO Financial Group, Head Office, Toronto, Ontario

• Communicated with branches across Canada via e-mail and telephone to request for missing

documentations, and addressed inquiries and concerns thoroughly and effectively, adhering to all aspects of

BMO’s FirstPrinciples module and Code of Business Conduct and Ethics Corporate Policy, resulting in

many appreciative feedbacks from branches

• Processed individual, joint, trust, estate and corporate foreign jurisdiction accounts by searching various in-

house systems for the presence and validity of mandatory documentations and updated database

correspondingly, keeping in accordance with deadlines on a timely and accurate basis

• Resolved discrepancies by identifying and retrieving documents archived in Iron Mountain to complete

reconciliation, avoided escalation to branches and thus gaining the confidence of management

• Verified accounts to ensure that documentations received are in compliance with company policies, privacy

legislations, Anti-Money Laundering regulations and Qualified Intermediary requirements from USA IRS

• Conducted investigation into past tickets, documentations and e-mails in order to apply correct address,

Emily Liu

Mobile: 647-***-**** Home: 647-***-**** E-mail: acf77a@r.postjobfree.com

residence code and country code changes to resident and non-resident accounts, and created new tickets if

applicable

Developed Microsoft Word/Excel Macros to conserve time when sending repetitive information to different

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branches on accounts requiring RRSP to RRIF conversion, enhancing service time by 50%

Deployed strategies to prioritize work due to variance in time and difficulty when auditing individual, non-

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individual and corporate accounts, leading to 40% increase in efficiency

Initiated and organized a successful department-wide social, enriching corporate culture outside of the office

•

Securitization Administrator May 2010 – August 2010 (Summer)

Canada Mortgage and Housing Corporation, Toronto, Ontario

• Contacted issuers and sellers for missing documentations, drew attention to specific problems related to

mortgage eligibility under the programs, leading to reinforced company reliability

• Interacted with MBS issuers, CMB sellers and investors to provide policy and procedure clarification, as

well as recommendations on the substitution or liquidation of appropriate mortgages under MBS and

CMB Programs, allowing for client dependability

Verified conditions to finalize pools and prepared contractual agreements for approval by the Securitization

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Officer and forwarded schedule to the Canadian Property Tax Association, leading to seamless coordination

between parties involved and recognition for team working abilities

Entered key program data for both MBS and CMB into the CMHC MBS32 system and reconciled

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application and guarantee fees with General Ledger

Ensured various financial institutions obtained sufficient funds to offset ineligible loans, resulting in praises

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from grateful clients for having strong analytical skills

Ensured that MBS pools created for sale under the CMB Program are processed and recommended for

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approval within tight deadlines, achieved through diligent cooperation with colleagues

Ivey Alumni Relations Representative September 2009 – April 2010

Richard Ivey School of Business, London, Ontario

• Made informative phone calls to Ivey alumni to update them on new developments at the school and asked

for donations to Ivey’s annual fund

• Utilized flexible marketing strategies to persuade and encourage alumni to give generously, exercised ability

to adapt and deal effectively with first-time situations, often exceeding donation target

'

Vice-President Finance September 2008 – April 2009

Brescia University College Residence Council, London, Ontario

• Performed A/R functions, received payments, issued and authorized cheques and made bank deposits;

guaranteed all payments were made on time and all cash flow were monitored effectively

• Prepared monthly financial statements, proposed budgets approved by Residence Manager and reviewed

price quotas submitted by members; resulted in accurate financial reporting

• Engaged in monthly council meetings to discuss budget allocations to different residence development

projects and summarized all important financial information ensuring agreement and consensus from all

members

• Maintained and organized inventory for Residence Blitz and prepared year-end financial statement to

present to the Residence Manager

VOLUNTEER & EXTRA-CURRICULAR ACTIVITIES

V.P. University Affairs Campaign Manager, University Students' Council 2012

Finance Commissioner, Save the Children UWO 2010 – 2011

Captain, Ivey Intramural Dodge-ball Team 2008 – 2009

Student Volunteer Team Leader, Toronto East General Hospital 2007 – 2008

Pink Ribbon Campaign Volunteer, Canadian Breast Cancer Foundation 2007 – 2008

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