Skills
Communication
10+ Years
Data entry >Marketing>Telemarketing >Outbound-Inbound calls> Documentation
10+ Years
Administration
2-5 Years
- Customer Service
5-10 Years
Banking Operations
5-10 Years
Customer Support > Mortgage
1-2 Years
Process improvement
1-2 Years
Compliance
5-10 Years
Data
5-10 Years
Reporting
1-2 Years
Escalation
10+ Years
Industry knowledge
10+ Years
Cross-Functional Collaboration
10+ Years
Management
6 Months to 1 Year
CRM Systems
5-10 Years
Experience highlights
Specialist, GA Transfer Management
Manulife Business Processing Services
·
April/2026
–
/
Process cash transfers between Manulife portfolios using Simcorp Dimension and TOA system. Monitor transfer lifecycle, ensure timely settlement, coordinate with custodians and internal teams.
Mortgage Servicing Administrator
Manulife Business Processing Services
·
October/2024
–
Present
Validated insurance renewal certificates for compliance, investigated discrepancies, maintained documentation. Generated operational reports and monitored workflow status for risk mitigation.
Customer Service Professional
Manulife Bank
·
October/2022
–
Present
Supported Canadian banking and mortgage clients with data capture and record updates. Facilitated wire requests, transfers, and cheque orders with verification and adherence to procedures.
Bank Customer Service Representative
HSBC Electronic Data Processing
·
April/2019
–
Present
Delivered frontline banking support with emphasis on data accuracy and case documentation. Researched and resolved issues by coordinating with internal partners.
Life Insurance Customer Service Representative
Manulife Business Processing Services
·
July/2014
–
Present
Reviewed policy terms and supported data updates for beneficiary information. Collaborated cross-functionally to resolve discrepancies in customer records and claims data.
