Juliana Tao

Bilingual Client Experience Associate @Beautifi

Toronto, ON, CA

Managing outbound and inbound phone calls (English/French), and a large pipeline of existing customers and new prospects- Navigating customers through the loan application process in a timely and courteous manner through phone, email, amd text messages- In addition to processing financing options for cosmetic or medical procedures, loan insurance is also pitched to ensure customers are protected under certain circumstances- Collaborating with the credit, business development, and accounting teams to coordinate clinic fundings- Finalizing contracts and explaining the terms and conditions of financing and insurance, ensuring quality of service- Assisting other team members to ensure every applicant receives industry leading customer service

Real Estate and Mortgage Institute of Canada Inc.

Mortgage Agent Level 1

University of Toronto - Rotman School of Management

Bachelor of Commerce (BCom.), Specialist in Management, Concentration in Marketing, Minor in Economics

The Royal Conservatory of Music

Level 10, Piano Practical and Theory

University of Toronto

Certificate (Cert.), Digital Marketing Management