Productive and Fun Workplace
CUSTOMER SERVICE REPRESENTATIVE (Former Employee) – Winnipeg – 12 November 2013
Assisted Senior Relationship Manager and Senior Loans Analyst with a portfolio of over 100 high-value commercial clients, including business executives and entrepreneurs, by building mutually beneficial relationships and providing solutions to their specific needs that resulted in an exemplary customer experience.
Marketed a full range of services and credit products to existing client base; developed new clients through referrals and networking; assisting with credit analysis.
Prepared supplementary real property mortgage and personal property loan documentation and provided follow-up administration to ensure ongoing compliance and reduced audit irregularities;
Communicated with solicitors and accountants and ensuring file documentation was completed per policy requirements.