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Customer Service Sales Representative

Location:
United States
Posted:
March 09, 2015

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Resume:

Suzanne Piechotta

Broker Buying Centre -- Equipment Financing

Calgary, AB

*********.*******@*****.*** - 403-***-****

WORK EXPERIENCE

Broker Buying Centre -- Equipment Financing

Canadian western Bank, Broker Buying Centre - Calgary, AB - May 2014 to May 2014

Organize and collect information for documentation and contract creation for Equipment Financing

• Maintain and assist business partners and brokers from Ontario to Prince Edward Island

• Daily balancing of internal accounts used in the process of financing leases and loans

• Creation and organization of monthly funding report prepared for the branch and submitted to corporate head

office, brokers and business partners.

• Reviewing new funding's before the Loan Administration Team processes funds though the system

• Maintenance and review of Credit Officers and Managers Portfolio Files using Excel

Broker Buying Centre -- Equipment Financing

Canadian western Bank, Broker Buying Centre - Calgary, AB - September 2012 to May 2014

Daily administrative support for retail, commercial and equipment loans including preparation, maintenance,

and completion of asset documentation;

● Daily use of the branch diary program to monitor registrations and current insurance on all assets

● Coordination of Iron Mountain Storage services for branch files;

● Assist Manager of Loan administration with the compilation, distribution, and completion of credit

administrative reports by updating information from credit files and securities and imputing new information

into our banking systems;

● Supporting senior credit officers in the maintenance of delinquent files

● Maintenance of records of repossessed equipment, applying fees as well as bill payments for and not limited

to repair, bailiff and other requirements as per the specific equipment and situation associated with repossesion

● Manage loan files, including Personal Property Registrations, Credit reports and loan revilement through

the uses of database tracking systems;

● Conduct daily balancing of our Customer Automated Fund Transfer System and work closely with the

collections and credit department in regards to missed payments, pay outs and other anomalies;

● Process the input of margining into BFE banking system, relating to new and existing loans, including input

of information preparation of loan advances, payments, fees and renewals;

● Process loans, issue bill of sale, and releasing collateral to the client.

Service and Sales Representative

Canadian Western Bank - Calgary, AB - September 2011 to August 2012

Created and maintained a new filing system for internal documents pertaining to the front of house paperwork,

increasing efficiency of the filing system by 80%;

● Provided client and business development services using banking computer systems including Doxim,

Browser Front End, Word and Excel;

● Opening bank duties, including overnight balancing of ATMs, night deposit and after hour deposits from

the previous day;

● Researched banking products and system applications to assist clients and the Manager of Retail Services;

● Processed daily customer banking needs with a high level of customer service. Tasks include Bank Drafts,

new debit card, transfers, wire transfers and registered funds deposits;

● Reconciliation of daily transactions, such as incoming and outgoing funds and bill payments;

● Completing internal daily reports, including: internal audit of procedures with great detail and completing

corrections as necessary;

● Handled outgoing and incoming Brinks cash orders;

● General office duties.

Engagement Coordinator

TRUCK Contemporary Art in Calgary - Calgary, AB - January 2007 to January 2010

Coordinated and organized volunteers and exhibiting artists for over 50 exhibitions, including onsite and offsite

events;

● Recruited new volunteers and interns through presentations to local Universities; grew volunteer base by

50% by building strong relationships through outreach initiatives;

● Acquired permits and supplied artists with tools and assistance, including installation of shows;

● Organized on- and off-site Soapbox Talks and artist lectures;

● Managed mail-outs, electronically and by post;

● Supervised volunteers and interns;

● Maintained member and volunteer databases;

● Created a new dissemination model for Media Advisories and Public Service Announcements for all outreach

opportunities, increasing the gallery's media visibility by 80%;

● Produced monthly gallery invites, quarterly schedules and oversaw the dissemination of produced

publications and other pamphlets, while maintaining gallery's brand identity;

● Updated and maintained website;

● Archived gallery documents and publications within the gallery library;

● Built rapport with public through gallery openings, Soapbox Talks, and all CAMPER events;

● Worked closely with the Director and Programming Coordinator to ensure exhibitions run smoothly;

● Maintained team awareness of individual and group projects through the use of in house calendar tracking

systems;

● Worked directly with the Board of Directors to maintain and grow the galleries programming.

member

Calgary Science centre - Calgary, AB - 2010 to 2010

Mountain standard Time Performative Arts Festival, Board of Directors

TRUCK Contemporary Art in Calgary - Calgary, AB - 2009 to 2009

Selection Committee member

Untitled Arts Society - Calgary, AB - 2009 to 2009

Vice President Academic

TRUCK Contemporary Art in Calgary - Calgary, AB - November 2007 to June 2008

Student Representative for Academic Concerns, such as misconduct hearings and grade appeals;

● Chair, Academic Student Caucus;

● Member of the Academic Council, ADHOC Committee, Member Student Legislative Council, Graduation

Committee, the By-Law Revision Committee, Grad Book Committee, and various in-office hiring committees;

● Liaison to the Dean's Office, the International Student Support Initiative, the Current (a student run

publication), and to the Registrar's Office;

● Oversaw various coordinators in Alberta College of Art and Design such as the ArtaWearness Coordinator,

Show and Sale Coordinator, MNG Coordinator and Events Coordinator.

Events Coordinator- Painting Department

TRUCK Contemporary Art in Calgary - Calgary, AB - September 2007 to May 2008

Coordinated Events and Socials for the Painting Department;

● Organized fundraising opportunities for the class trip to New York;

● Managed funds and book-keeping for all funding received for the New York Trip;

● Created Flyers for department parties;

● Arranged information sessions for the Painting Department;

● Supervised volunteers.

Volunteer

Alberta Field Hockey Association Casino Fundraiser - Calgary, AB - 2008 to 2008

Volunteer

TRUCK Contemporary Art in Calgary Fundraiser - Calgary, AB - 2007 to 2007

EDUCATION

Bachelors of Fine Arts in Painting

Alberta College of Art and Design - Calgary, AB

May 2008



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