Energetic Financial Aid Officer with 7 years Administrative / Executive Assistant experience in executive support roles along with 10 years of Collection Agent experience both in house and 3rd party. Self-motivated with a strong work ethic who is skilled at multitasking and maintaining strong attention to detail.
Meticulous with attention to detail. Time management skills/self-directed. Schedule/event/meeting/conference planner. Professional with business savvy with mature attitude. Human Resources/Benefits knowledge. Accounts payable/Receivables /Quickbooks knowledge. Reception/switchboard. Travel Agent skills and knowledge . Microsoft Office/Outlook/calendar skills SharePoint/Sorte/Intranet skills/HRCM/OSAP/ Student Track.
Financial Aid Officer –North American Trade Schools.- 12/2018-current
Evaluate, approve and award financial aid to students in accordance with OSAP regulations, policies, and operating guidelines. Assesses financial needs of students, and advises students and parents regarding financial aid options, processes, and requirements. Evaluate student academic progress, and adjudicates academic progress appeals. Participate as appropriate in systems/procedures planning and management; implement and coordinate specific individual programs and/or assignments, in accordance with the overall objectives of the department. Collection of outstanding fees, and set up repayment plans for tuition program costs.
Collection Agent -National Credit Recovery Inc. – 03/2015 – 01/2017 NCRI -Collecting on 2nd, 3rd assignment accounts, on retail portfolios. Negotiate payment and advise re refinancing options.
Toronto General Hospital Assignment-NCRI was approached by TGH for an agent for 2 month
assignment which extended to 5 months to assist in collections for the tax year end 2016 – I accepted
the challenge and proceeded to collect over $600,000 in a 5 month period which was collecting
hospital expenses via OHIP, UHIP, Insurance’s & self-pay.
Collection Agent – MJR Capital Services – 01/2015 -03/2015- Role same as above
Mortgage Agent – Self Employed – 12/2013-12/2014
Executive Assistant -Local 183 Union / Benefit Plan Administration-01/2009-06/2013
Executive Assistant – Local 183
Communication-screened, re-directed, edited, prioritized and responded to all incoming /outgoing correspondence.
Calendar-pro-actively managed calendar conflicts and scheduled all meetings for the Business Manager and 6 Executive Board members.
Event Coordination-Organized company events/conferences/fundraisers and flights.
Client/member relationships-responded to member enquiries/complaints. Investigated and resolved the issues arisen.
Meeting management-Coordinated, prepared meeting agendas with meeting materials and executed follow-up for the meeting.
Expense/Time/Sector monetary reporting-on a monthly basis.
Monthly Executive Approval Submissions-researched, prepared and actioned the submissions.
Collective Agreement knowledge- prepared and amended when needed.
Staffing-oversaw 1 supervisor and 10 office staff members and office operations together with being the main contact for the 75 business representatives and sector coordinators.
Executive Assistant- Benefit Plan Administration
Scheduled Trustee Meetings, prepared agendas, meeting packages for 45 major meetings.
Prepared and distributed meeting minutes to appropriate individuals and issued calendar requests to all and ensured a quorum was in place.
Maintained and coordinated the Administration Managers daily workload, day to day meeting and travel schedules and flights/accommodations.
Maintained monthly/quarterly reports and the 15 Trust Funds accounts payables.
Coordinated/booked social events and conference registrations together with the travel arrangements for large numbers of Trustees.
Tracked and paid the associated per diem/transportation costs and expenses.
Maintained databases/directories/manuals and members benefit booklets for all trust funds.
Dealt with all incoming calls to Executive office and actioned all daily correspondence, memo’s, etc.
Additional Work Experience /Temp positions held in Canada.
SNZ Trading – Concord - 08/2013 Invoicing, A/R, A/P, Reception duties.
SS Wilson Associates Consulting Engineers-Richmond Hill – 02/2011 Preparing sales quotes, reception, invoicing and general administrative duties.
Credit Bureau of Canada-Mississauga-Collections Agent- 11/2008 Negotiating payment of outstanding Enbridge Gas accounts.
Castle Time Homes/Mortgage Time-Mississauga- 08/2008 Processed mortgage applications. Dealt with home owners, property repairs, reception and admin duties.
UK WORK EXPERIENCE
Executive Assistant-Care at Home Services (UK)-08/2005/02/2008
Organized, scheduled the care providers visits on a daily/weekly basis, and covered personally absentees.
Attended new patient homes and assessed the care level required and implemented the necessary approved care package and schedule required.
Owned a Catering Business -07/1999 – 07/2005
Alldays Stores – Movie Nights Territory Representative – 06/1996-05/1999
American Express Head Office- 09/1984-05/1996
Senior Personal Account Executive/Travel Coordinator – 03/1992-05/1996
Project – Set up in-house Collection Agency – 04/1991-05/1992
Senior Collection Agent – 07/1987-04/1991
Collection Agent -03/1985 – 06/1987
AMEX Youth Training Scheme – 09/1984-03/1985
Normal UK Schooling/qualifications obtained.
Portslade Community College, Portslade, East Sussex, UK
Hove Secretarial & Language College – Diploma achieved with credit in Secretarial Skills
AWARDS AND ACKNOWLEDGEMENTS
Local 183 Union
Decreased ongoing cost for table centre pieces.
Normal cost per event cost $40+ each centre piece x 100 tables - $4,000. Initial outlay of $4500 for 100 x centre piece vase to be reused each event- with just a minimal extra cost of $15 per table- $1500. Making a saving of $3,000+ per event- yearly saving of $18,000+.
Organized a successful Dalton McGuinty Fundraiser in its entirety.
24 hours prior to the event Dalton McGuinty decided to step down- so within 24 hours the whole event had to be changed to a retiring celebration, and the amendment communicated to the participants (1500 people). To avoid the loss of all function costs and table refunds.