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Data Entry Customer Service

Calgary, Alberta, Canada
March 19, 2019

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Sahana Kanchan

**** *** *** **, *******, Alberta T2P-5M5 587-***-****

Professional Summary

Experienced professional with successful career in banking, business development and administration.

Bookkeeper with strong technical proficiency and commitment to accuracy in financial data entry and financial record keeping.

Strong communication skills, verbally and in writing, esp. ability to explain issues in assertive and professional manner(English).

Strong attention to detail, good problem solving skills: ability to prioritize multiple and competing tasks.


Account/Budget Management

Strategic analysis and planning

Quick books

Fresh books

General ledger accounting aptitude


Journal Entries

Data entry

Customer service

Microsoft Office (Excel, PowerPoint, Word and Access)

Work History

Operations Senior Specialist II, 12/2012 to 10/2016

JP Morgan Chase

Processed the requests of customers and third parties by providing the information related to the accounts. Types of requests includes: Verification of deposit, Consumer request, Credit Inquiry (Accessing Credit worthiness of individuals or companies), Immigration, Verification of loans and Government address verification, Audit escalation.

Handled Audit Requirements for the firm's TOP PRIORITY CLIENTS such as GOLDMAN SACHS, PIMCO, BARCLAYS, BLACKROCK and ensure their relationship is not compromised.

Trained the new joined from 2014 until 2015 on Audit Confirmations Process.

Responded to Client's Auditors via telephone and email to help them understand the statements provided by JPM as per JPM books

Handled hotline calls and assisted the Auditors,clients and third parties with their queries.

Verified data integrity and accuracy and reported the breach to risk management team.

Performed accounting and administrative assisting duties including accounts receivable billing and collection preparing documents for tax filing and other record keeping purpose.

Handled accounts payable/receivables serving approximately 40 customers per month. Generated and prepared reports for accountants.


Implemented (JDI)Just do it techniques which resulted in 12% growth of customer satisfaction.

Secured Star Performer consistently from October 2015 to Sep 2016

Won ACE award 8 times for helping the clients and auditors, highest processing and giving training in credit Enquiry, audit Request, loans, Audit escalations and CMT

Won Extra Miler Award for training the entire team on loan and Deposit confirmation.

Consistently topped the ZING score card from June 2014 to September .


Master of Business Administration(Dual Specialisation): Finance and Human Resource, 2012

SDM For Post-graduation Studies And Research - Mangalore,India

Bachelor of Engineering: Computer Science, 2009

K.V.G College Of Engineering - Sullia, India


UAT Testing: User Acceptance Testing is performed to certify the system with respect to the requirements that was agreed upon.

Standard work instruction: Project to ensure the work as per Standard operation procedures and within the stipulated turnaround time(Service level Agreement).

Project on Financial Analysis of Corporation Bank which is an assessment of the viability, stability and profitability of a business, sub-business or project. It is performed to prepare reports using ratios that make use of information taken from financial statements and other reports.

Project on organisational Study of Bharath Electronics with an emphasis on analysis and understanding of topics such as motivation, leadership behaviour, task performance, problem solving and decision making, group functioning, and other classes of behaviour relevant to organizational effectiveness.

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