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Customer Service Data Entry

Location:
Cold Lake, AB, Canada
Salary:
55000.
Posted:
February 08, 2024

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Resume:

Denise Sauvé

*** ******** *****

Cold Lake AB T*M 0E9

506-***-****

Summary

Experienced in the field of banking and finance pertaining to loans, mortgages, credit checks, title searches, legal documents and other administrative related duties. Extensive knowledge of banking services and products along with large cash transactions, deposits and other currency related transactions. Strong work ethic, professional demeanor and results oriented. Highlights

Microsoft Office proficiency (Outlook, Word, Excel) Data entry

Meticulous attention to detail Customer Service Oriented

Excellent communication skills Time Management

Self-directed and dependable

Sales experience

Experience with various dedicated

software

Experience

First Canadian Title, – Title Office

July 2021- Present

Process Title Insurance transactions, searches and documents while ensuring accuracy and timely service. Calculate and arrange for disbursements.

Ensure proper registration of policies and associated documents including accurate assessments of title concerns.

Follow strict prescribed timeline in reporting and preparing mortgage documents. Time management in handling inquiries and other customer related needs via phone, fax and email. Maintain positive and enduring relationships with the channel partners. Canada Revenue Agency -St, John’s, NL-Taxpayer Agent May 2021- July 2021

Providing explanations and/or clarification to clients over the telephone in response to their business inquiries. Gathering information from taxpayers to establish the precise nature of their enquiry or request. Researching possible responses or solutions using a variety of internal and external information source Denise Sauvé

Cont’d

2

East Coast Mortgage Brokers, CBS NL -Credit Assistant Dec 2020- May 2021

Manage clients’ files and obtain outstanding documents. Act as liaison between clients, realtors, lawyers and brokers. Preform daily administrative duties including but not limited to filing, answering phones and assisting clients and broker where needed.

Advance Savings Credit Union, Moncton NB - Lender

Sept 2019-Mar 2020

Manage member accounts and file updates, print daily reports, assist with front line duties such as night deposits, treasury responsibilities and ATM.

Meet with members to open new accounts, applications for loans, mortgages, credit card applications and educate on various products and services available to meet their personal and financial needs and goals. Review files, credit checks and reports for mortgage, line of credit and loan renewals. Ensure privacy and security protocols are always adhered to. First Canadian Title, Moncton NB – Title Officer

January 2011-August 2019

Process Title Insurance transactions, searches and documents while ensuring accuracy and timely service. Calculate and arrange for disbursements.

Ensure proper registration of policies and associated documents including accurate assessments of title concerns.

Follow strict prescribed timeline in reporting and preparing mortgage documents. Time management in handling inquiries and other customer related needs via phone, fax and email. Maintain positive and enduring relationships with the channel partners. Farm Credit, Mount Pearl, NL – Customer Service Representative 2008-2009

Assist clients with inquiries and booking appointments. Prepare and complete all loan and mortgage documents for submission to lawyers. Conduct research regarding land titles and legal standing of applicant or business. Oversee processing of loan payments, collection of outstanding debt and completion of bank reconciliation. Royal Bank of Canada, Moncton, NB – Credit Specialist 2006-2008

Handle incoming inquiries and requests from customer pertaining to loans, credit cards, lines of credit, mortgages, overdrafts and student loans. Interview credit applicants. Provide insight to clients on how to improve their credit.

Denise Sauvé

Cont’d

3

Royal Bank of Canada, Halifax, NS – Central Teller 2000-2006

Processed all large transactions including business deposits, foreign currency, wire transfers, etc. Closely managed the daily cash requirements of the branch operation to ensure appropriate cash levels based on bank requirements.

Balanced overall branch money including teller, bank machine and reserve fund transactions to ensure funds balance at end of day.

Education

Avalon Community College, St. John’s, NL

Mary Queen of the World High School, Mount Pearl, NL High School Diploma

References available upon request.



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