Cadeen Morrison
Kingston,
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Services Representative
BPM Financial Limited
10.2023 - Current
- Liaise with the Compliance Manager to conduct enhanced due diligence on high-risk clients to ensure full AML/CFT compliance.
- Investigate client profiles to identify red flags, suspicious activity, or inconsistencies, escalating cases where necessary to ensure adherence to internal risk appetite and regulatory obligations.
- Support the onboarding process by collecting, verifying, and maintaining documentation in line with KYC requirements and financial regulations.
- Collaborate with compliance and operations to ensure proper recordkeeping and documentation of Politically Exposed Persons (PEPs), source of funds, and other risk indicators.
- Maintain and update client investment, loan, and pension accounts in accordance with regulatory standards.
- Accurately create Investment, Loans and Pension accounts and update client records, as required.
- Provided clients with information on investment products and shared relevant market updates to support informed decision-making.
Collections Supervisor
Sutherland Global Services- Toyota Financial Services
04.2021 - 10.2023
- Provide vital assistance to team members by effectively managing and resolving over 50 escalations daily, ensuring that issues are promptly addressed.
- Consistently exceed targets by successfully motivating and guiding over 30 customers daily to bring their collection accounts current, showcasing strong communication and negotiation skills.
- Facilitate new trainees by providing guidance, support, and feedback to help them develop their skills and confidence in handling customer inquiries.
Insurance Sales Representative
MGI Insurance Brokers
01.2020 - 06.2021
- Reviewed clients needs to determine appropriate policy offerings.
- Generated sales by contacting at least 20 active and prospective clients per day recommending various insurance policies and add-ons.
- Monitored company's social media presence across Instagram and Facebook platforms.
- Generated invoices for clients on Quickbooks and processed POS payments.
Customer Relations Representative
Courts Jamaica Limited
08.2019 - 12.2019
- Managed approximately 50 incoming calls, walk-ins and emails per day.
- Contacted customers after completed sales to suggest additional services and inquire about needs or concerns.
- Assisted sales, marketing and management teams to develop solutions and accomplish shared objectives.
Education
Master of Science - International Public And Development Management
University of The West Indies
Kingston, Jamaica12-2027
Bachelor of Science - International Relations
University of The West Indies
Kingston, Jamaica07.2019
High School Diploma & Associate Degree -
Meadowbrook High School
Kingston, Jamaica06.2015
Skills
- Time Management
- Meticulous attention to detail
- Collaborative teamwork
- Adaptability
- Customer relations
- Analytical problem-solving
Certification
- Identifying Red Flags of Fraud in the Workplace – Sales Master (May 2025)
- Caribbean Securities Certification – Jamaica Stock Exchange (May 2024)
- Customer Service Certificate – The Jamaica Customer Service Association (May 2024)
Timeline
Client Services Representative
BPM Financial Limited
10.2023 - Current
Collections Supervisor
Sutherland Global Services- Toyota Financial Services
04.2021 - 10.2023
Insurance Sales Representative
MGI Insurance Brokers
01.2020 - 06.2021
Customer Relations Representative
Courts Jamaica Limited
08.2019 - 12.2019
Master of Science - International Public And Development Management
University of The West Indies
Bachelor of Science - International Relations
University of The West Indies
High School Diploma & Associate Degree -
Meadowbrook High School
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