Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
Generic

Jermeeka Mundy

PORT OF SPAIN

Overview

17
17
years of professional experience

Work History

Financial Advisor

Sagicor
Port of Spain
09.2022 - Current
  • Provide sound financial advice to customers about a wide range of life, health and general insurance services
  • Responsible for meeting performance quotas in all Sagicor's lines of business
  • Embark on a career path toward Management
  • Develop and maintain strong client relationships by establishing credibility and providing value added service
  • Negotiate contact renewals
  • Ensure premiums are paid to maintain policies
  • Prepare weekly reports for submission to the Direct Manager of Sales

Deputy Presiding Officer

Elections & Boundaries Commission
Chaguanas
08.2019 - 08.2020
  • Ask the elector to place ID (if any) and Pill Card on desk
  • Matches the signature on the Poll Card or ID with that on the Registration Record
  • Check the relevant affirmation circled on the Poll Card
  • Initial the Poll Card in the appropriate box once satisfied with the elector's qualification to vote
  • Record on the stub of the Ballot Paper the consecutive number assigned by the Poll Clerk from the Book of Consecutive Numbers
  • Demonstrate to the elector how to vote with the X-Stamp and to fold the Ballot paper showing his/her signature at the back using the Guidance Ballot
  • Issue the Ballot Paper to the elector
  • Instruct the elector to take Poll Card and folded ballot to the Officer-in Charge of the Ballot Box
  • Request elector to proceed to the Officer in charge

Account Service Agent

Royal Bank of Canada (RBC)
Port of Spain
04.2016 - 11.2017
  • Process transfers of various products accurately and within Customer Service Commitments;
  • Investigate several Suspense Accounts
  • Prepare Posting Sheets
  • Achieve 97-100%
  • Prepare Write off memos
  • Debit Merchants' accounts when there is a chargeback
  • Liaise with Internal Control to remove entries from Suspense Account
  • Attend meetings weekly to provide updates on the Suspense Account and identify what challenges may be encountered
  • Reverse fees charged to clients' accounts
  • Close credit cards upon request
  • Train staff when new procedures are brought on stream
  • Provide training to external parties
  • Understand and resolve client concerns where possible
  • Generate reports and letters to be sent to Merchants

Human Resources Assistant

Ministry of Environment and Water Resources
Port of Spain
06.2014 - 01.2016
  • Research and prepare Performance Appraisal Reports
  • Supervised the work of employees that were of an administrative nature and ensure it was carried out efficiently
  • Co-ordinate and planned meetings and workshops within the Human Resource Department
  • Determine the need for Performance Appraisal shells and office supplies in a timely manner
  • Issued reminders with respect to submission of completed shells, job descriptions, periodic reports and follow up responses
  • Liaise with other Ministries and departments on related matters
  • Maintain a list of outstanding reports sent to supervisors
  • Develop trainee training plans to ensure productivity
  • Maintenance of computerized Performance Appraisal Report System and Training Database
  • Develop and maintain file register and filing system
  • Dispatch mail

Administrative /Accounts Clerk

Software Technology Limited
Port of Spain
02.2009 - 11.2011
  • and Management of Accounts Payable
  • Assisted in front desk operations,answering and responding to clients both on the phone and walk-in
  • Formulated and prepared letters when required
  • Testing of HR and payroll applications, documenting findings and making suggestions
  • Assist in the co-ordination of travel arrangements
  • Data entry of transaction

Administrative Assistant

Prison Officers Association
Port of Spain
09.2007 - 08.2008
  • Assisted in managing Accounts Payable
  • Ensured that bill payments were current
  • Bank Reconciliations
  • Updating Cash Ledger

Clerical Assistant

Ministry of Labour
Port of Spain
03.2006 - 07.2007

Education

BBA - Business

Roytec
Port Of Spain
11.2013

Associate of Science - Business Administration

ROYTEC
PORT OF SPAIN
11.2010

Skills

  • Making Insurance Decisions
  • Mutual Funds Understanding
  • Pipeline Management
  • Funding Education

Languages

Spanish
Professional

Accomplishments

  • Winner, Junior Soca Monarch 2005
  • Finalist, Synergy Soca Star 2005
  • Winner, Stars of Tomorrow 2012
  • Semi-finalist, National Calypso Monarch 2012
  • 2nd place, National Calypso Queen 2012
  • Finalist, Prime Minister's La Reine Rive 2012
  • YTEPP'S National Impromptu Public Speaker WINNER 2021

Timeline

Financial Advisor

Sagicor
09.2022 - Current

Deputy Presiding Officer

Elections & Boundaries Commission
08.2019 - 08.2020

Account Service Agent

Royal Bank of Canada (RBC)
04.2016 - 11.2017

Human Resources Assistant

Ministry of Environment and Water Resources
06.2014 - 01.2016

Administrative /Accounts Clerk

Software Technology Limited
02.2009 - 11.2011

Administrative Assistant

Prison Officers Association
09.2007 - 08.2008

Clerical Assistant

Ministry of Labour
03.2006 - 07.2007

BBA - Business

Roytec

Associate of Science - Business Administration

ROYTEC
Jermeeka Mundy