Jagriti Verma
Melbourne,Australia
Summary
A persuasive and conscientious case manager with 2.5 years of experience in building fruitful relationship with customers to achieve their reliance and respect. Adept at managing individual cases by identifying customers' needs, implementing well reasoned strategies, and delivering exemplary customer service. Manage risk and ensure compliance with lending policies, and leverage a proven track record in making informed decisions to protect the financial interests of the organization & increasing customer satisfaction by 28% . Always finding successful ways to acquire new clients & foster lucrative relationships.
Overview
6
6
years of professional experience
Work History
Credit Assessment Case Manager
ANZ Bank
06.2023 - Current
- Achieved CAD (credit discretion authority) in 7 weeks which enables to use discretion to mitigate risk and work on escalations & complaints by being compliant with the guidelines.
- Collaborate seamlessly with cross-functional teams, including Relationship Managers and Underwriters, to expedite loan approval processes and meet customer needs efficiently.
- Performed various reports and analysis for upper management- used MS Excel for preparing spreadsheets for loan officers.
- Determine creditworthiness and risk level by conducting in-depth financial analysis and make recommendations for loan approvals and denials and ensure meeting quality standards & compliance requirements.
- Exhibit adaptability and quick learning curve by swiftly mastering new software systems, credit policies, and industry regulations.
- Taking inbound calls, authenticate the customer and resolving their issues and concerns and provide best customer service.
- Recording and resolving customer complaints using Salesforce and reducing complaints by 20% in 7 months.
Customer Settlements Officer
ANZ Bank
11.2021 - 06.2023
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Oversee the daily operations of Home loans files and prepared documents for customers.
- Developed and maintained relationships with real estate agents and increasing referrals by 20-25%.
- Reviewed, processed and closed 18-20 customer loan proposals per week.
- Attention to detail and monitored key dates to ensure the documents have been received by customers on or before time.
- Prepared and submitted detailed reports regarding assignments and ongoing investigations.
- Worked on project initiated by firm to remove the default package for customers when applying for loan.
Marketing Intern
Cornerstone Law Offices
07.2020 - 03.2021
- Developing and maintaining website using Word-press. Search Engine Optimization.
- Implementing paid ads through Google Ad-words and Facebook Ad Manager (Using Pixel).
- Developing sales funnels. Liaising with Billboard Vendors and B2B partners.
- Addressing and resolving Site Crawl issues, warnings and errors.
- Generating monthly marketing reports using Google Analytics and Search console.
- Publishing monthly newsletters to subscribers using Mail Chimp.
- Conducting monthly audits and analyzing keywords on regular interval and increase clients' attraction by 15%.
- Measured and reported results of marketing initiatives.
Project Engineer
Wipro
12.2016 - 10.2018
- Client's name- Levi’s Strauss & Co.
- Extracted data from various sources and performed calculations and aggregations on that data. Worked on MS Office and SQL server Management Studio (SSMS).
- Incorporated Service level Agreements for customer satisfaction. Supporting and assisting the clients.
- Trained junior engineers in workstation design and material handling.
- Delivered regular compliance reports to drive process improvement and corrective measures.
Software Engineer
Medbrown Technologies
06.2016 - 12.2016
- Reviewed project specifications and designed technology solutions that met or exceeded performance expectations.
- Worked with software development and testing team members to design and develop robust solutions to meet client requirements for functionality, scalability, and performance.
- Coordinated with other engineers to evaluate and improve software and hardware interfaces.
- Coordinated efficient large-scale software deployments.
Education
Master of Business Administration(International) - Marketing
Deakin University
Melbourne, Australia10-2021
Bachelor of Technology - Software Engineering
SRM University
Chennai, India04-2016
Skills
- Amicable and Empathetic
- Leadership and cooperative
- Salesforce
- Advance Google Analytics(Certified)
- WordPress(Advance)
- SEO & SEMrush (Intermediate)
- MS Word, Excel, Power Point(Advance)
- HubSpot Marketing & CRM
- Adobe Illustrator(Advance)
- Adobe Photoshop(Advance)
- My SQL(Intermediate)
- Jira and Confluence
Timeline
Credit Assessment Case Manager
ANZ Bank
06.2023 - Current
Customer Settlements Officer
ANZ Bank
11.2021 - 06.2023
Marketing Intern
Cornerstone Law Offices
07.2020 - 03.2021
Project Engineer
Wipro
12.2016 - 10.2018
Software Engineer
Medbrown Technologies
06.2016 - 12.2016
Master of Business Administration(International) - Marketing
Deakin University
Bachelor of Technology - Software Engineering
SRM University
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