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Anne THOUVENIN

Toronto

En résumé

A highly competent, motivated and enthusiastic French speaker with five years of experience in the Banking sector,
working as part of a team in a busy office environment.

Entreprises

  • Royal Bank of Canada - Credit Administrator

    Toronto 2016 - 2016 • Daily processing of drawdown, rollover, repayment and prepayment
    • Claim and Collection of principal interest and fees relating to the above products
    • Maintenance of all customers records on RIBS
    • Maintenance and control of Client Credit Monitoring System
  • Credit Agricole Insurance - Claims Manager

    2016 - maintenant • Take into account the statement of every type of claim
    • Verify the risk conformity and validate guarantees
    • Analyze the problem and solve the situation of the customer while respecting the risk
    • Lead all the technical actions required by the file
  • C5 Communication - Delegate Sales Executive

    2015 - 2016 • Conduct research on upcoming and current events
    • Communicate on a daily basis with current clients
    • Negotiate and convert interest into confirmed delegate bookings
    • Upkeep and maintain accurate client records in company CRM
  • Royal Bank of Canada - Specialized Services Officer

    Toronto 2014 - 2015 • Make entries of data to Synergy to support the Credit Department
    • Verify customer’s details to match the Company requirements
    • Organize the Legal Documents for Atlantic/Ontario and Quebec District
    • Obtain information under PPSA (Personal Property Security Act) and RDPRM (Register of Personal and Movable Real Rights), and report the results to the Accounts Director
    • Verify the statements of taxes & insurance policies and update customer’s files
  • Caisse Epargne Rhône Alpes - Account Manager

    2013 - 2014 • Maintain and develop a customer Portfolio
    • Welcome customers by answering adequately their request
    • Create customer cards in the database
    • Answer call-off and e-mails of the customers
    • Make claim reports and follow-up
    • Account the internal risk compliance procedures
    • Sale of products and services to Corporate customers
  • Crédit Agricole - Account Manager

    Montrouge 2011 - 2012 • Draft reports from files customers
    • Direct the customers to the person or the competent service
    • Manage a customer Portfolio
    • Economic and Financial Analysis of the balance sheets
    • Meeting customers
    • Sale of Banking products and services in personal and small business customers
  • CAISSE EPARGNE BOURGOGNE FRANCHE-COMTE - Bank Cashier

    dijon 2011 - 2011 • Manage the schedules and make appointment for the team at the Branch
    • Manage and screen the mail of the branch
    • Realize current transactions (deposits, warehouses) in automatic teller machines, transfer, withdrawal
    • Manage a customer Portfolio
    • Register the balance sheets in the database
  • CAISSE EPARGNE BOURGOGNE FRANCHE-COMTE - Trainee

    dijon 2010 - 2011 • Gain skills at customer’s meetings
    • Follow up the loan’s application
    • Maintain up to date customer’s data related to tax income and current account

Formations

  • Universite Pôle Tertiaire

    Clermont Ferrand 2006 - 2012 Master

    I learned the Financial Analysis, Particular and Professional Law, the practices of the commercial negotiation. I learned Customer Relation Managemen

Réseau

Pas de contact professionnel

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