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Toronto, ON, Canada
... 07/2019 to 04/22 Toronto Money Doctor – Debt and Credit Counselling 10/2010 to 04/2022 Advisor Primerica Financial – part time, small clients 10/1994 to 04/2001 Investment Advisor BMO Nesbitt Burns • Built book of mixed clients from O to 110, ...
- Jan 30
Markham, ON, L6C 1N3, Canada
... and large loans based on customer’s needs ●Cash and deposit cheques quickly and efficiently ●Responsible for collecting debt from customers ●Reconcile cash float at the end of shift Winners 2019 – 2020 Customer Service Store Associate Brantford, ...
- 2023 Dec 31
Brampton, ON, Canada
... • Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments. • Negotiated settlements and payment terms with customers and delivered customized payment plans. • • Monitored ...
- 2023 Dec 21
Oshawa, ON, Canada
... • Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments. • Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish ...
- 2023 Dec 15
Scarborough, ON, Canada
... management, IIROC, Toronto Investment Industry Regulatory Organization of Canada (IIROC), Toronto is the national self-regulatory organization which oversees all investment dealers, trading activity in debt and equity marketplaces of Canada. ...
- 2023 Dec 15
Toronto, ON, Canada
... • Credit Management: Evaluating the creditworthiness of new and existing customers and establishing and managing credit limits which help reduce bad debts and allowances for bad debt. • Responding to customer inquiries regarding invoices and account ...
- 2023 Dec 12
Toronto, ON, Canada
... EOS Canada Toronto, ON Collection Specialist Jan 2020 – May 2020 Orchestrated debt repayment and devised customized repayment schedules, considering customers’ individual financial circumstances. Conducted thorough discussions with customers, both ...
- 2023 Dec 01
Toronto, ON, Canada
... a financial need analysis, developing a business plan, developing an investment plan, assisting in reducing taxes and fees, assisting in meeting debt obligations, assisting in selecting the right retirement plan and life insurance plans, and so on. ...
- 2023 Nov 08
Mississauga, ON, Canada
... Prepare journal entries for Receivables, Payables, Bad Debt and expenses booking and adjustments. Bank Reconciliation preparation monthly and do adjustment journal entries wherever needed. Raw Material and Finished Goods Inventory reconciliation and ...
- 2023 Nov 08
Woodbridge, ON, L4L 6V5, Canada
... including monitoring cash requirements as per debt agreement, posting bank entries, and producing weekly cash report • Prepared schedules for audit purposes and year-end closing • Match invoices to purchase orders and review for proper approval. ...
- 2023 Oct 18