Experienced financial professional with administrative, relationship-building and interpersonal communication abilities. 14-year track record of meeting high expectations and adhering to tight quality control standards. Thrives in fast-paced, high-pressure environments with demanding targets. Team-oriented, reliable and performance-oriented.
Overview
14
14
years of professional experience
Work History
Post Closure Support
CIBC First Caribbean Int'l Bank
02.2023 - 06.2023
Managed pipeline of post-closing tasks, prioritizing urgent cases as needed.
Set up, stored and shipped customer files, department records and regulatory paperwork.
Affirmed loan document accuracy to protect lenders from potential fraud.
Improved workflow efficiency by implementing an organized filing system for closed loans.
Vendor, Premises and Security Management
Implemented best practices for managing confidential client information securely throughout the post-closing process.
Coordinated with title companies to obtain necessary documents, expediting the closing process.
Contacted customers via mail, telephone and email to relay closure of their accounts and further queries.
Operations Supervisor
CIBC First Caribbean International Bank
01.2014 - 01.2023
Conducted regular performance evaluations for direct reports, identifying areas for improvement and setting development goals accordingly.
Saved on labor, supplies and equipment costs and adhere to company budgets.
Enhanced operational performance and reduced labor expenses by developing and optimizing standard practices.
Enhanced team productivity by providing ongoing training, coaching, and mentoring to staff members.
Maintained open lines of communication with upper management to provide regular updates on operational progress and challenges faced by the team.
Ensured compliance with company policies, industry regulations, safety standards, and local laws during daily operations.
Transaction Processing Officer
CIBC First Caribbean International Bank
01.2011 - 01.2014
Provided exceptional customer support by addressing inquiries or concerns in a timely manner, maintaining professionalism and empathy throughout interactions.
Collaborated with cross-functional teams to identify opportunities for process improvements in the transaction lifecycle.
Received requests to process financial transactions such as wires, checking and transfers among multiple accounts.
Exceeded performance targets for transaction processing accuracy, speed, and volume, demonstrating a strong commitment to excellence in all aspects of the role.
Settled funds and verified accuracy in internal accounting system.
Prevented potential fraud incidents through vigilant monitoring of suspicious activities and immediate escalation to appropriate parties.
Client Services Officer
CIBC First Caribbean International Bank
01.2009 - 01.2011
Used Microsoft Office to prepare and submit database statistics, graphs and charts to accurately track customer queries
Communicated with clients regarding account services, statements, and balances.
Responded proactively and positively to rapid change.
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Investigated and resolved customer inquiries and complaints quickly.
Cross-trained and provided backup support for organizational leadership.
Education
MBA -
MIU City University Miami
12.2024
Supervision and management 1&2 -
University of Waterloo
12.2022
Developing Leadership Presence -
University of West Indies
12.2021
Bachelors' degree in Marketing -
Ashworth College ATL
12.2014
Associates Degree in Business Administration -
Dominica State College
12.2008
GED -
Castle Bruce Secondary School
Castle Bruce, Domimica
12.2006
Skills
Calculations Review
Spreadsheet tracking
Document coordination
Data Collection
Customer Communication
Bank Secrecy Act BSA
Regulatory Compliance Awareness
Customer service and assistance
File Auditing Expertise
Dependable and Responsible
Microsoft Office
Data Entry
Work Phone
767-2557926
Awards
Student of the year award (Castle Bruce Secondary, 2006)
Leadership award (Castle Bruce Secondary, 2006)
Most disciplined Female (Castle Bruce Secondary, 2006)
School Spirit (Castle Bruce Secondary, 2006)
CIBCFCIB captain's choice awards for being a team player.
CBSS Alumni award for keen contribution to society.
References
Mrs. Mandy Joseph, Acting Operations Manager, CIBC First Caribbean International Bank, Bridge Street, St. Lucia, 758 45611414/758 4844099, mandy.joseph@cibcfcib.com
Mr. Andre Cadogan, Country Manager, CIBC First Caribbean International Bank, Church Street, Grenada, 473 4056659, Andre.cadogan@cibcfcib.com
Ms Marie-Therese Johnson, Manager, AID Bank, Roseau, Dominica, 7672356119
Timeline
Post Closure Support
CIBC First Caribbean Int'l Bank
02.2023 - 06.2023
Operations Supervisor
CIBC First Caribbean International Bank
01.2014 - 01.2023
Transaction Processing Officer
CIBC First Caribbean International Bank
01.2011 - 01.2014
Client Services Officer
CIBC First Caribbean International Bank
01.2009 - 01.2011
MBA -
MIU City University Miami
Supervision and management 1&2 -
University of Waterloo
Developing Leadership Presence -
University of West Indies
Bachelors' degree in Marketing -
Ashworth College ATL
Associates Degree in Business Administration -
Dominica State College
GED -
Castle Bruce Secondary School
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