Ann Joe James, BEng

• Working collaboratively with various departments (Sales, Client Service, Product Design/Engineering, Purchasing, Production, Shipping and Accounting) and providing a single point of contact and support for all matters relating to projects. • Providing leadership, strategic influence and execution support for all active projects with a goal of meeting or exceeding overall project objectives. • Oversee large orders - working with Client Service Reps and Sales team to ensure all details are correct and the order meets the customer timelines • Working with the Shipping Team, Customer and Install teams to coordinate installations when required • Assisting the Sales team to Quality Control units for samples or large/important orders prior to shipping • Prepare quotations confirming that all information is provided to meet the needs of the customer while ensuring the quotes meet the company's pricing/ margin expectations • Works with Product Designers/ Engineers to design detailed drawings as well as exploring new design options to meet customer specifications • Works with the Purchasing and Shipping teams to obtain costing on products and freight services • Understands material requirements and production lead times will be critical to ensure design intent and project timelines are met. • Handles customers feedback regarding product issues relating to function/warranty and/or freight issues/damages and issue replacement/ return orders and log customer complaints • Coordinate with the Sales team in planning and executing sample units for both customers and tradeshows and ensuring sample inventory is maintained and enquire about additional requirements at tradeshows or for Live presentations.

Client Transfer * Execute transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs) * Refer or escalate processing or operational issues as needed based on a solid understanding of the issue, connecting with the appropriate function/partner to facilitate resolution and ensure that service quality is maintained * Understand internal and industry regulations, remain informed of emerging issues and apply appropriate due diligence in adherence with operating policies/ procedures * Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate * Support the timely and accurate completion of business processes including completing and recording transactions for either the organization or clients * Investigate and escalate non- standard or high- risk activities as appropriate * Adhere to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti- Money Laundering, Business Continuity Management) * Works within generally defined guidelines, accountable for completing a range of transactions or activities that involve single to multiple steps and several systems or applications characterized by a combination of manual and automated processes.

Registration - Responsible for collecting information from individuals or organizations and entering it into a database or system. - Ensure that the information provided is accurate and complete by verifying it through various sources. - Maintaining accurate and up-to-date records of individuals or organizations. - Update records as needed to reflect changes such as name changes, address changes, or other relevant information. - Managing databases and ensuring that they are secure and accurate. - Respond to inquiries from individuals or organizations about their records. - Maintain the confidentiality of the information they collect and ensure that it is only accessed by authorized personnel. - Follow all relevant laws, regulations, and policies related to data collection and privacy. - Provide support to other departments or staff members as needed.

o Handled routine and complex inquiries from customers, title companies and vendors each day. o Reviewed customer accounts to determine on-time payments and loan terms compliance. o Recorded applications for loan and credit, loan information and disbursements of funds. o Presented loan and repayment schedules to customers. o Answered questions and advised customers regarding loans and transactions. o Delivered prompt, knowledgeable solutions to address customers' loan service issues.

Governance & Control • Process and fulfill retail and non-credit customer requests made through Electronic Banking Channel (opening accounts, changes to investments) accurately and efficiently ensuring adherence to outlined practices, procedures and policies to meet Service Level Agreements • Review and identify all incorrect, invalid or incomplete customer requests for escalate to appropriate area for resolution. • Identify and escalate in a timely manner unresolved issues or situations to Team Leader for further analysis and appropriate handling. • Provide complete and accurate statistics and reports as required (e.g. work and time sheets, statistic gathering, investigative reports) for review by Team Leader. • Collect measurement information for job function following procedures and guidelines (e.g. volume and time) to complete internal tracking document. • Managed client account data synchronization between Woody Gundy MyClient and CIBC ECIF to ensure AML compliance and reduce company risk due to discrepancies. • Successfully reduced month-over-month client account discrepancies from 20 million to approximately 300,000 by implementing bimonthly reconciliation procedures. • Investigated daily Non-Face-to-Face AML reports, ensuring Wood Gundy accounts are compliant and taking corrective action when necessary. Skills: Problem Solving • Organization Skills • Investigative Research • Investigation • Fraud Investigations • Fraud Detection • Critical Thinking • Communication • Analytical Skills

* Assists in the production and distribution of Home communiqués under the direction of the Administrator/delegate. * Maintains and updates Home census. * Maintains employee fan out contact listing * Updates and distributes monthly audits/lists. * Receives telephone and verbal messages and delivers direct to voicemail. * Prepares new resident files/charts and forwards information to the appropriate unit and Social Services Coordinator. * Prepares resident identification bracelet on admission and on request. * Assists with any corporate activities/special projects. * Orders supplies/stationary for all departments. * Receiving of monthly payments from families and/or resident and ensuring they are forwarded to the Accounting Department. * Assists with the resident trust accounts. * Assists with the mailing of resident billing. * Provides leadership and supervision to the receptionists. * Required to understand the nature and meaning of quality indicators used by the Home and to understand which indicators are publicly reported. * Required to participate in the improvement of the indicators and achieve satisfactory results. * Other duties as assigned and or indicated in Job Task Inventory

* Greet customers and provide counter customer service * Take customer orders as needed * Weigh, wrap, marinate and price meat * Replenish stock as needed * Attend to in -store customer inquiries and answering phone calls * Clean equipment and work areas to maintain health and sanitation standards * All other duties apply

• Did an applied project on Paper Planet Project • Was an active member in the team • Was responsible for finding a suitable seed supplier. • Did infographic, report, and template ideas for the project

• Participated in different Enactus projects, functions, and competitions. • Collaborated with Enactus Fleming and Enactus Canada in a project. • Good team member and self-motivated • Honest and compassionate

•Receiving shipments, and then snipping and displaying the flowers. •Topping up watering solutions to enhance the flowers’ life span. •Carefully arranging bouquets for delivery according to company recipes. •Arranging gift baskets according to company recipes. •Has to make sure that work place is clean and safe.

* Been awarded as the “Best Library User” * Won awards for various cultural programs conducted by the college. * Been awarded for the individual contribution and team support for the promotional activities of the college.