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@lisasahibram
Client Relations Analyst with 14+ years of experience in client engagement.
I am a dedicated Client Relations Analyst with over 14 years of experience in managing complex client portfolios and delivering exceptional service. My expertise lies in leveraging client analytics and CRM software to enhance client engagement and retention. I pride myself on my strong strategic communication skills and my ability to optimize client satisfaction and business outcomes.
Throughout my career, I have successfully managed various roles, including Medical Case Manager and Senior Immigration Analyst, where I streamlined processes and improved operational efficiency. My commitment to providing excellent service has resulted in increased referral rates and enhanced client trust. I am passionate about educating clients and guiding them through intricate processes, ensuring they feel supported and informed every step of the way.
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Work history, roles, and key accomplishments
Buchanan Technologies
Sep 2020 - Apr 2023 (2 years 7 months)
Managed virtual patient check-in and vaccination proofing, optimizing scheduling procedures in a busy clinic. Responded swiftly to patient inquiries via phone calls and kept patient medical records current and precise. Increased referral rates by providing excellent service and building meaningful relationships with patients and caregivers.
Axess Law Real Estate and Immigration
Jan 2018 - Jan 2020 (2 years)
Navigated complex legal documentation, ensuring thorough accuracy and achieving high typing accuracy, minimizing errors. Streamlined the immigration process by effectively analyzing and evaluating applicants' documents and information. Proactively identified potential fraud indicators during document evaluation, reducing risk for illegal entry into the country.
Niren and Associates
Oct 2014 - Dec 2017 (3 years 2 months)
Managed visa and work permit queries, enhancing client trust and staying updated with IRCC norms, ensuring compliance. Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements. Conducted thorough assessments of clients' situations, identifying issues, goals, and necessary interventions.
CIBC
Mar 2013 - Aug 2014 (1 year 5 months)
Nurtured professional client relationships in banking and streamlined banking operations through problem-solving. Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services. Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Currency Exchange
Aug 2009 - Nov 2012 (3 years 3 months)
Received in-depth training on anti-money laundering tactics and leveraged problem-solving skills to detect and manage suspicious transactions. Effectively reduced the company's exposure to financial crime. Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
Degrees, certifications, and relevant coursework
Bachelor of Arts, Business Administration And Management
Completed a Bachelor of Arts degree with a focus on Business Administration and Management. Acquired foundational knowledge in business principles and management practices.
Software and tools used professionally
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