Karima El Achy

• Increased client satisfaction by providing timely and accurate equities research and recommendations.
• Developed strong relationships with clients, resulting in increased retention and repeat business.
• Collaborated with team members to develop effective equity investment strategies, leading to improved portfolio performance.
• Coordinated efforts with compliance department to ensure adherence to regulatory guidelines throughout all aspects of the equities business.

• Evaluated patients' goals, as well as mental and practical conditions, to develop individualized courses of treatment.
• Used therapeutic communication techniques to build rapport and guide discussion with patients.
• Organized patient records and database to facilitate information storage and retrieval.
• Conducted patient observations by monitoring behaviour and documented physical health, family history and medications in mental health assessment reports.

• Provided leadership and direction to grow team portfolio and increase revenue (increased portfolio in first 1.5 years of management of about 40%, almost tripled after 3 years and opened second agency).
• Assessed 5 employees performances and developed improvement plans.
• Maintained friendly and professional customer interactions.
• Compiled database of loan applicants credit histories, corporate financial statements and other financial information.
• Examine loan applications
• Represented bank to community through good customer relations.
• Assisted with complex transactions using overrides and functions requiring additional authorization levels.
• Examined customer loan applications for loan approvals and denials.
• Complied with established internal controls and policies.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Created financial dashboards to provide insights into key performance indicators.
• Conducted financial due diligence on potential investments and acquisitions.
• Identified partnership opportunities and established favorable business connections.

Communicated with applicants (around 30ppl/day on average) to obtain loan application information and explain loan process.

• Analyzed applicant profiles, including financial status, credit and property evaluation documents to determine feasibility of loan grants.
• Developed strong relationships with customers through high levels of customer service.
• Negotiated loan terms to provide favorable outcomes for both customers and lenders.
• Analyzed customer financial records to determine appropriate payment plan.
• Processed loan applications and monitored progress from start to finish.
• Investigated customer credit references and approved credit lines.
• Compiled and analyzed data for review by senior management of loan loss reports to measure portfolio performance.

• Built relationships with clients (around 30ppl/day) using active listening and issue resolution to provide excellent service.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Cross-sold insurance products to existing clients to reach sales targets.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.

• Facilitated learning of French language using variety of instructional methods, resources and technological tools.
• Helped students develop important learning skills and good study habits useful in trade school or college education.
• Created reading lists with materials to promote student comprehension of written French.

• Researched and identified potential donors.
• Planned and implemented fundraising events.
• Composed grant proposals and fundraising newsletters to raise capital for non-profit organizations.

• Answered multi-line phone system and greeted callers enthusiastically.
• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Entered data into system and updated students contacts with information to keep records current.
• Scheduled appointments and conducted follow-up calls to clients.