FINANCIAL MANAGEMENT PROFESSIONAL

Polished professional with 5 years of financial service, public speaking skills, and presentation skills. Consistently share best practises with colleagues to help improve problem solving skills and increase sales. Work well with other departments to efficiently help resolve client issues.

CORE SKILLS

Exceptional verbal and written communication skills Problem Solving Skills Data Tracking

Mechanical Aptitude Able to work in adverse weather conditions

Valid G Licence Leadership & Teamwork

PROFESSIONAL EXPERIENCE

CLAIM ADVISOR May 2019 – Present

ALLSTATE CANADA GROUP

27 ALLSTATE PARKWAY, MARKHAM, ON

Engage with multiple clients and resolve their claims by investigating their file and collaborating with different lines of business to provide a solution.

Attentively listen to clients while discussing the origins of their claims

Record information using Microsoft Excel and Microsoft word Daily

Effectively utilize multiple systems provided to settle the clients claim

Ask open ended questions to get a clear understanding of the situation

Collaborate with auto repair shops to have vehicle repaired and available to the client in a timely manner

FINANCIAL SERVICE REPRESENTATIVE (INBOUND) August 2015 – May 2019

CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)

5650 YONGE STREET, TORONTO, ON

Provide an amazing client experience by solving any issues and achieve sales goals by finding a needs-based solution to improve their banking experience.

Provide detailed information on products and services to the client

Connect with different departments to help solve a problem or achieve a client’s financial goal

Tracking data and sales using Tracking Tools and Microsoft Excel daily

Prequalify clients for mortgages and mortgage products

Portray high problem-solving skills by using multiple systems at once

CONTINUED

Omari Issa Alfred 2

FINANCIAL SERVICE REPRESENTATIVE (OUTBOUND) August 2014 – August 2015

CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)

5650 YONGE STREET, TORONTO, ON

Promote and sell CIBC products to clients to increase their financial portfolio which will help them to achieve their personal and financial goals in life.

Successfully exceed sales targets each quarter by proactively asking questions and listening to the client

Collaborate with multiple departments to create a solution for the client’s issue or goal

Effective use of the procedures on a daily basis to locate information and ways to achieve sales goals

Lead team huddles by communicating with the team and sharing best practices through examples

Efficiently record sales information with Microsoft Excel and Outlook

ASSISTANT PROJECT MANAGER January 2014 – August 2014

DYNAMIC PROPERTY MANAGEMENT

Maintain high levels of productivity by delegating tasks, and ensuring tools and materials are available at work sites

Carry drywall, cement bags, and bricks from truck to designated areas on work sites

Removal of demolished walls and other debris from renovated vicinity

Communicate with employees to ensure plumbing, electrical, and drywall installation done on timely manner

Assist with installing of framework and drywall installation

Work in all weather conditions to ensure project completed when promised

EDUCATION AND PROFESSIONAL ACHEIVEMENTS

VISUAL AND CREATIVE ARTS (2011)

Sheridan College, Oakville, ON

REMIC Mortgage Agent Course Certificate of Completion 2019

Member of Allstate Claims Social Committee 2019

Member of CIBC Black History Month Committee 2019

Member of the CIBC Rewards and Recognition Committee 2018-2019

Excel Award in recognition of Living in the Growth Zone 2018

Star Performer in recognition of Top Client Experience 2015

Excel Award in recognition of Balanced Performance 2015

Excel Award in recognition of Client Experience 2015

Received Crystal Award in recognition of Top Sales 2015

Omari Issa Alfred

66 Stargell Drive, Whitby, ON, L1N 7X5 647-***-**** adfzhx@r.postjobfree.com

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