Customer Service & Sales
Workflow Efficiency Improvements
Information & Change Management
Self-Directed Portfolio Management
Commercial Real Estate Investing
Jan 2022 - PresentRoyal Bank of Canada
Apr 2021 - PresentSite Network
Feb 2019 - Jan 2022Royal Bank of Canada
Mortgage Specialist Assistant
Sep 2018 - Apr 2021Site Network Services
Owner, Web Consultant
Jun 2017 - Feb 2019Royal Bank of Canada
I acquired a mutual funds license, and then used various soft skills (calling clients, providing advice) while honing my understanding of the financial sector.
Sep 2015 - Oct 2016Western Financial Group
I acquired insurance licensing and wrote several kinds of insurance for clients. I got to use various soft skills in this position (phone calls, providing advice), as well as flex my organization skills (helping run a small office as there were only four of us!)
Jun 2015 - Sep 2015Western Financial Group
Client Care Associate
Sep 2014 - May 2015Simple Cloud Works
Junior Web Developer
Aug 2014 - Apr 2015Crate & Barrel
Cashier / Stock Room
May 2014 - Jul 2014Direct Energy
Jul 2013 - Apr 2014RONA
Jul 2012 - Sep 2012Fabricland
Aug 2022Royal Bank of Canada
Designed CRM with Microsoft Suite
I designed and executed a start to finish file tracking system using only Microsoft Suite for our team to use tracking outstanding to-dos, client touchpoints and file details for each of our clients.
Mar 2019Royal Bank of Canada
Created Fillable Application Form
I redesigned our credit application form to be less overwhelming for clients, and made it fillable for their convenience - it underwent several revisions as we used it and found what worked and what didn't.
Apr 2016Western Financial Group
Created Mobile Home Details Page
I designed and created a single-sided page that allowed us to consistently collect all of the required details to quote and service mobile home insurance policies.
Feb 2016Western Financial Group
Created Inventory Management Guide
This was an 11-page document, consisting of comprehensive instructions to manage ICBC inventory at my local office.