AMANDA FELIX-MC FARLANE
Summary
Accomplished Supervisor at Unit Trust Corporation, adept in staff management and enhancing customer satisfaction. Spearheaded compliance initiatives and streamlined operations, significantly boosting team productivity. Excelled in training and mentoring, fostering staff development and career growth. Demonstrated expertise in goal-oriented project leadership, achieving notable improvements in efficiency and performance.
Overview
24
24
years of professional experience
Work History
Supervisor, Verification
Unit Trust Corporation
06.2002 - 10.2024
- Oversaw daily audit reviews ensuring they were conducted in accordance with policies and procedures as well as financial regulatory standards.
- Oversaw daily operations of the department ensuring timely completion of tasks, quality assurance and team efficiency.
- Monitored customer satisfaction ensuring timely resolution to submitted requests and queries.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff.
- Mentored and coached staff members in their professional growth and career development.
- Conducted performance evaluations, providing feedback and guidance to staff members and implemented improvement performance plans where required.
- Conducted training sessions for knowledge sharing and performance improvement.
- Led, managed and delivered projects within tight deadlines.
- Prepared and analyzed weekly and monthly reports providing findings and recommendations to improve departmental efficiency.
Subject Matter Expert
Unit Trust Corporation
01.2020 - 03.2024
- Conducted extensive research on industry trends.
- Led brainstorming and status update sessions with project team, stakeholders and foreign vendors.
- Developed test scripts to ensure efficiency of new system.
- Conducted intense system and report testing.
- Enhanced team productivity and knowledge by leading training sessions.
- Served as go-to expert for resolving technical challenges, enabling smoother project progression.
- Developed reports based on requirements from various departments.
Verification Officer
Unit Trust Corporation
01.2017 - 12.2019
- Conducted audit reviews ensuring compliance with company's policy and procedures.
- Maintained strict confidentiality of sensitive client information.
- Prepared weekly audit finding reports
- Communicated audit findings with various departments.
- Provided timely feedback to internal customers on queries submitted.
- Assisted colleagues when needed, demonstrating flexibility and adaptability within a fast-paced work environment.
Customer Service Representative
Unit Trust Corporation
03.2006 - 12.2016
- Provided exceptional customer service and financial advice to new and existing unit holders.
- Resolved customer issues and complaints in a timely and professional manner
- Conducted product training sessions with new and existing staff members to ensure consistency within the team.
- Responded to customer requests for products, services, and company information.
- Conducted external sales promotions.
Teller Associate
Unit Trust Corporation
04.2003 - 03.2006
- Accurately processed a variety of customer transactions in accordance to policy and procedures.
- Contributed to achieving branch sales through cross selling of products and services.
- Resolved customer complaints in a timely and professional manner.
- Conducted training and shadowing sessions with new hires.
- Balanced and verified cash on till.
Data Entry Clerk
Unit Trust Corporation
06.2002 - 04.2003
- Entered data into data systems.
- Organized, sorted and conducted filing of documents.
- Completed data entry tasks with accuracy and efficiency.
Secretary
Trinidad and Tobago Stock Exchange
04.2001 - 06.2002
- Maintained reports, documents, invoices and memos accurately.
- Scheduled appointments and conducted follow-up calls to clients.
- Prepared letters and memos as required by management.
- Managed calendars, meetings and appointments for management.
- Recorded minutes for board meetings.
- Communicated with various stakeholders based on management's request.
Education
Bachelor of Science - Business Management
University of Sutherland
01-2025
Professional Certification - AML And Financial Crimes Prevention
St Thomas University
01-2024
Certificate - Supervisory Management
CTS College
01-2023
Professional Certification - Certificate For Financial Advisors (CERTFA)
Institute of Banking And Finance of T'dad And T'go
01-2018
Skills
- Attention to detail
- Excellent communication
- Critical thinking
- Problem solving
- Collaboration and team work
- Excellent customer service
- Active listener
References
Mr. Randall De Freitas
Mr. Kurt Richardson
Timeline
Subject Matter Expert
Unit Trust Corporation
01.2020 - 03.2024
Verification Officer
Unit Trust Corporation
01.2017 - 12.2019
Customer Service Representative
Unit Trust Corporation
03.2006 - 12.2016
Teller Associate
Unit Trust Corporation
04.2003 - 03.2006
Supervisor, Verification
Unit Trust Corporation
06.2002 - 10.2024
Data Entry Clerk
Unit Trust Corporation
06.2002 - 04.2003
Secretary
Trinidad and Tobago Stock Exchange
04.2001 - 06.2002
Bachelor of Science - Business Management
University of Sutherland
Professional Certification - AML And Financial Crimes Prevention
St Thomas University
Certificate - Supervisory Management
CTS College
Professional Certification - Certificate For Financial Advisors (CERTFA)
Institute of Banking And Finance of T'dad And T'go
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