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Customer Service Manager

Thornhill, ON, Canada
March 26, 2019

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Cindy Cohen


Objective To be an active member of a dynamic team where I can share my knowledge and experience while learning from others, as well as providing support for others on my team.

Work history Account Manager - CDI Computer Dealers Inc

(Jan 2018 to Present)

Complete full sales cycle (from prospecting to closing) Build leads by cold calling prospects from my crm and manage a portfolio of business accounts within my given territory and maximize sales opportunities within them

Identify appropriate contacts at each prospect: uncover their needs and work with them to resolve their challenges through CDI products Provide quality customer service, ongoing guidance and support to my customers Credit CreditCredit Counselor – Consolidated Credit

(Nov 2015 – July 2017)

Counsel clients who are facing financial hardships Ascertain which product the client should enroll in and or refer to other departments if the client does not fit the debt management program If the client fits the profile for the debt management program then approve the application and sign the client up using the cudasign system Member Service Officer - The Police Credit Union

(Dec 2011 – May 2015)

The main function of my position was to increase the lending and deposits portfolio by offering competitive rates and cross selling

Underwrote CMHC mortgages and using the emili system Obtained the supporting documents such as NOA’s, letters of employment, financial statements, purchase and sale agreements, up to date property tax bills and current mortgage statement

Ordered the appraisal and analyzed the data as it pertained to the mortgage Dealt with the lawyers to insure that the mortgage was registered with the credit union’s correct provisions

The interest rate matrix enabled me to offer residential mortgages based on the credit history of the member

I was in constant contact with my portfolio of 400 credit union members to keep them abreast of the ongoing promotions as well as existing loan products Promoted the credit union’s services by maintaining contact with new members that were assigned to my portfolio

Pavilion PavilionUnion Manager - All Trans Financial Services Credit Union

(Sept 2009- Dec 2011)

My main objective was to develop new member relationships and foster excellent member associations

I dealt with TTC employees who were in need of personal loans and lines of credit For the duration of my time as the Pavilion Manager I met and exceeded the sales targets for funded loans, new accounts and payroll deposits During this position the services I provided were assisting members with credit applications such as personal loans and mortgages in addition to following the Credit Union’s procedures on funding the approved loans and mortgages Mortgage Agent - Mortgage Alliance Brookcor Mortgage Group Inc.

(July 2008- Sept 2009)

My main objective was to develop referral relationships with realtors, builders, financial planners and other centers of influence

I would bring together clients who were in need of mortgage loans, and companies and/or individuals with money to lend (as the Mortgage Brokerage’s representative) The client would fill out a mortgage application with me I would obtain all the supporting documents such as the letter of employment, NOA’s, financial statements, purchase and or sale agreements, current property tax bill

I used Home Trust, the National bank and Macquarie financial as my main financial institutions

Office Manager - Cincoh Consulting

(April 1998 - Sept 2003)

As a member of the team, depending on the phase of each project, my function would change from customer service, billing, to web page content designer, to meet the needs of the project, handling calls from software clients that were responding to design modifications on on-going projects, billing, and problem reports Customer Service/Personal Loan Underwriter - Toronto Municipal Employees’ Credit Union

Jan. 1992 – Dec 1997)

T1 Income Tax Adjuster - Revenue Canada

Mar 1991 – Dec 1991)

Mortgage Underwriter - Shoppers Mortgage & Loan Corp.

(Jul 1987 – Apr 1990)

skills Knowledge on how to operate Microsoft Excel, Word, Access, Project and Emili. Highly organized.

Exceptional communication skills.

Excellent collaboration skills.

Able to work within tight schedules.

Strong problem solving skills.

education Legal Administration and Real Property Administration, Seneca College (Newnham Campus), 1984 – 1987.

Completed courses relevant to field.

Taxation Law, Revenue Canada, 1990.

Attended 3 courses on taxation law.

Professional Credit Granting School, Wilfrid Laurier University (Waterloo Campus), 2012. Took three credit union

accredited courses: Personal Loans Underwriting I, Personal Loans Underwriting II, and Mortgage Underwriting. All Levels completed.

References Upon request

Page 3 Cindy Cohen

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