Summary
Overview
Work History
Education
Skills
Recent Certifications
Attributes
Personal Information
References
Applications Software
Websites
Timeline
Generic
Neelam Bhagwat

Neelam Bhagwat

Sydney,NSW

Summary

Operations Analyst with extensive experience at Bank of America, specializing in regulatory compliance and document management. Proven ability to streamline processes and improve operational efficiency. Skilled in Microsoft Office and effective communication, consistently delivering high-quality results and building strong stakeholder relationships. Focused on driving continuous improvement in dynamic environments.

Overview

25
25
years of professional experience

Work History

Operations Analyst

Bank of America
12.2022 - Current
  • Engaged stakeholders in reviewing client AML/KYC onboarding documentation for process and regulatory compliance.
  • Ensured proper storage of client onboarding documents on BOFA’s online platforms.
  • Liaised with client service teams to address client queries promptly.
  • Managed onsite and offsite physical records inventory efficiently.
  • Coordinated resources for successful delivery of document management initiatives.
  • Identified areas for streamlining processes, emphasizing a paperless office approach.
  • Operated computer systems using BOFA’s platforms and Microsoft Office effectively.
  • Rectified records to meet audit requirements.

Document Controller

Randstad / Bank of America
04.2022 - 12.2022
  • Engage with various stakeholders in reviewing client soft & hard copy onboarding documentation to ensure alignment with business process and regulatory requirement.
  • Ensuring soft copy of the client onboarding documentation are stored in BOFA’s online platforms.
  • Communicate and liaise with client service teams and other staff members to ensure client queries are address promptly.
  • Managing effectively onsite and offsite physical records inventory.
  • Managing and Coordinating resources to ensure ad hoc initiatives relating to document management practices are delivered.
  • Identifying areas for improving process and procedures streamlining with a focus on the concept of ‘paperless office’
  • Computer Operation using BOFA’s online platforms and experience using Microsoft Office.
  • Rectifying records for Audit.
  • Experience working in a team environment
  • Communicating with staff, team leader, and manager.
  • Key Achievements:
  • Dealing with Client service teams ensuring client onboarding documents are stored as per the policies & procedures.
  • Excellent customer service and communication skills.
  • Records managements using online platforms, MS Office.

Records Clerk

Healius Limited / For Health
09.2021 - 03.2022
  • Responding to enquiries relating to patient records requests.
  • Sending patients records either via Australia post or electronically.
  • All enquiries are to be responded to in a timely manner using a professional tone either written or verbal.
  • Abide by the privacy principle when dealing with patient data.
  • Ensure a high degree of attention to detail when dealing with patient data.
  • Computer Operation and experience with Microsoft Office.
  • Communicating with staff, Legal Team, team leader, and manager.
  • Key Achievements:
  • Dealing with patient’s records, entering data new patient records, conducting a search of patient records in electronic patient management system as well as a paper-based filing system.
  • Creating invoices and mailing out invoices for payments transfer of medical records.
  • Excellent customer service and communication skills.
  • Records managements using MED3 Software, maintaining confidentiality and accuracy.

Digital Transformation Officer

Affinity People / Compu-Stor Information Management Solutions
06.2019 - 08.2019
  • Administration of Department of Justice records for archiving.
  • Sorting and categorizing documents.
  • Experience working as a mailroom assistant, NSW Trustee, and Guardian Correspondence sorting, prepping, creating batches for scanning, indexing, and quality assurance.
  • High volume document scanning, Quality assurance, and indexing (Data Entry)
  • Team player who can also work independently.
  • Computer Operation and experience with Microsoft Office.
  • Communicating with staff, team leader, and manager.
  • Creating work orders in Compu-Stor Information Management Systems.
  • Key Achievements:
  • Engage with staff and carry out quality checks of the DOJ files in TRIM and DOJ’s online platforms and Compu-Stor Information Management Solutions.
  • Excellent customer service and communication skills.
  • Records managements maintaining confidentiality and accuracy.

Scanning Officer

State Archives and Records Authority
04.2019 - 05.2019
  • Sorting and categorizing documents.
  • High volume document scanning, Quality assurance, and Date Entry
  • Team player who can also work independently.
  • Computer Operation and experience with Microsoft Office and State Archive Online Platforms.
  • Communicating with staff, team leader, and manager.
  • Key Achievements:
  • Quality checks of scanned documents in State Archives and Records Authority Online platforms, MS Office, Jira.
  • Excellent customer service and communication skills.
  • Records managements maintaining confidentiality and accuracy.

Quality Assurance Officer

TAFE Digital
04.2015 - 06.2018
  • Engage with various stakeholders to deliver quality checks to assure the effectiveness of learning materials submitted for Quality Assurance.
  • Carry out regular proofreading and archiving process of learning materials and maintaining version control, whilst checking assessment documents including OTEN style templates, footers, and spot content checks for assessments and guides.
  • Process spot checks for learning resources with the OTEN banner and check for correct copyright statements and attribution; monitor branding for all the images within the LOCO file.
  • Demonstrate technical awareness to check broken links and overall styles in creating the HTML LOCO file.
  • Communicate and Coordinate with teachers, project managers, manager, colleagues, and staff from other TAFE NSW colleges, developing strong relationships to ensure the excellent customer service and delivery of services.
  • Establish and maintain effective communications with teachers, in person and by email, in relation with the jobs received for QA; participate in staff meetings to discuss monthly reports and to manage and approve agency staff timesheets.
  • Communicate with agency personnel to carry out effective duties and to coordinate with other deliverables.
  • Dedicated team member.
  • Key Achievements:
  • Maintained Team Co-ordinator tasks from July to November 2017, processing the management tasks concerning RD archive mailbox, and doing the quality checks for job received for Quality Assurance in the OTEN Learning Platforms.
  • Strategically utilised OTEN Learning Platforms to check the courseware, and uploaded assessments and EBS to check grade codes and scope.
  • Verified OTEN Online Hub for checking Moodle resources, as well as the LOCO to create HTML pages and other tasks as required.

ATTP (Apprenticeship and traineeship) Officer

TAFE NSW
03.2015 - 04.2015
  • Utilised EBS, TEA (TAFE Enrolments Application Calculator) to register students and find student records.
  • Effectively used SharePoint to upload scanned Training Proposal Plans (TPPs).
  • Proactively attended EBS trainings and professional development sessions to derive further education and knowledge.
  • Assessed organisational needs to devise strategies and support mechanisms to uphold quality assurance tasks.
  • Accomplished other duties and ad hoc tasks as required, including establishing liaisons, communicating with staff, team leader, manager, and students.

Volunteer Work and Homemaker

Maria’s Child-Minding Services
09.2013 - 10.2014
  • Assisted students from kindergarten up to Year 6 with their daily homework, spanning a variety of subjects including online Mathletics, and monitoring children’s, with their games and other activities.
  • Created a safe and conducive environment for the children to learn and interact with each other, contributing to a holistic play-based development.
  • Assisted in teaching children various lessons and skills; contributed to the uplifting of the quality of care.

Administration Support and TQA Officer

NSW Department of Education and Communities
01.2013 - 08.2013
  • Provided excellent administrative support by carrying out high-level clerical and administrative support tasks to assist the Assistant director.
  • Prepared routine correspondences and maintained official records of files, conducting electronic filing, and undertaking general clerical and administrative tasks such as stationery and office supply orders.
  • Performed support tasks such as arranging catering for meetings and preparing key logistics capabilities.
  • Managed the workflow through TRIM correspondence tracking system to ensure timely responses to all internal and external correspondence, and internal and external client enquiries.
  • Responded to enquiries by liaising with appropriate business representatives.
  • Managed the records for pool car bookings, cab charges, flex sheets and other logistics arrangements for the Learning Systems staff team; arranged for ministerial documents and booked meeting rooms and performed other required duties.
  • Effectively managed and maintained the Assistant Director’s diary appointments and liaised with internal and external stakeholders.
  • Assisted in the performance of a series of tests to verify that learning resources developed conformed to the industry standards and were compatible with the operating environments.
  • Verified technical capabilities and compatibilities with hardware, operating systems, browsers, peripherals, software, etc.
  • Experience working with in the team environment, excellent communication, and customer services skills.

Technical Quality Assurance Officer

NSW Curriculum and Learning Innovation centre
12.2010 - 12.2012
  • Performed compatibility checks to verify that learning resources developed within the NSW CLIC conform to the industry standards and were compatible with the learning-operating environment typically found in schools.
  • Carried out TQA test for the behaviour of resources to ensure that they provide usability, accessibility, functionality, interoperability, and compatibility refined by the standards set in the Technical Specification for online resources.
  • Utilised various tools including CLIPS, Dreamweaver, Excel, word, and Gemini for reporting.
  • Performed complex operations on SharePoint to access work templates and policies, as well as to link resource repositories.
  • Coordinate with a wide array of stakeholders, including Project managers, Subject Managers, programmers, designers, and other staff from CLIC and OTEN.
  • Ran the TQA Test on mobile devices like iPads, Samsung Tablets, iPhones, and Samsung Galaxy III.
  • Worked on various projects such as the Murder under Microscope (MUM_ on PC and on mobile devices, Premier’s Sporting Challenge on PC and on mobile device, Labyrinth in the Library on iPad, Picture Dictionary, and Language project on the Samsung tablet.
  • Document control, Archiving of the online learning materials in Department of Education’s online Platforms.
  • Experience working with in the team environment, excellent communication, and customer services skills.
  • Key Achievements:
  • Worked closely with the programmers and the head teacher to log issues in QA tool Gemini after QA reports were accepted.
  • Performed regression testing to test identified issues during the Project MUM.
  • Completed the TQA to drive the go live in August 2011.

Archive & Quality Assurance Officer

Centre for Learning Innovation
06.2004 - 12.2010
  • Performed a series of tests to verify that learning resources developed within the CLI environment were in conformity to the industry standards and were compatible with the operating environment.
  • Controlled various components such as hardware, operating systems, browsers, peripherals, and software.
  • Performed TQA test to ensure usability, accessibility, interoperability, and compatibility defined by the standards set in the Technical Specification for online resources.
  • Utilised CLIPS, Dreamweaver, and Gemini tool for reporting, Excel, and Word.
  • Maintained version control and Archived learning materials produced by CLI using SharePoint and FileMaker Pro.
  • Worked with the print master copies of learning materials, created as per specification using Style 3000.
  • Forwarded learning materials with documentation to Manufacturing and Distribution for print production.
  • Effectively maintained liaisons with Project Managers, Subject Managers, programmers, designers, and staff from CLI and OTEN.
  • Experience working with in the team environment, excellent communication, and customer services skills.

Distribution/Courseware Officer

Open Training and Education Network (OTEN)
12.2002 - 06.2004

Data Entry Operator

Quay Appointments
Paramatta
04.2000 - 12.2002

Education

Bachelor of Commerce -

Chetna’s Hazarimal College of Commerce and Economics
Mumbai, Maharashtra, India
1 1988

High School Certificate (HSC) -

Secondary Education
1 1983

School Certificate (SSC) -

Airport High School
Mumbai, Maharashtra, India
1 1980

Skills

  • Training and development
  • Regulatory compliance
  • Document management
  • Process improvement
  • Records archiving
  • Client relationship management
  • Team collaboration
  • Inventory control
  • Quality assurance
  • Attention to detail
  • Effective communication
  • Problem solving
  • Time management
  • Customer service
  • Microsoft Office proficiency
  • Operations research
  • Operational efficiency
  • Reporting skills
  • Stakeholder management
  • Administrative support excellence

Recent Certifications

  • Excel Basic, Intermediate, and Advance, Dynamic Web Training, 07/2018
  • Team Leader Skill Set, TAFE Western Sydney, NSW, 10/2017
  • Certificate IV in Web Design, TAFE Ultimo, Sydney, NSW, 01/2008 - 12/2008
  • Data Entry Operator Course, TAFE Ultimo, Sydney, NSW, 12/1999
  • Certificate II in Communication, OTEN Sydney, NSW, 01/2002

Attributes

  • Inquisitive and willing to learn; proactively seeking new opportunities for self-improvement
  • Creative and innovative
  • Ability to work well in a team, or independently, with minimal supervision.
  • Respectful of diversity and individuality
  • Awareness of different cultures and values

Personal Information

References

  • Brownyn Frazer, Medical Records Officer, Healius, 0421932760, bronwynfrazer@forhealth.com.au
  • Mel King, National HR/Admin Manager, Compu-Stor, 0414 961 067, mel.king@compu-stor.com.au

Applications Software

  • Microsoft Office Suite
  • Photoshop
  • Advanced Excel
  • OTEN’S Print Production
  • SharePoint
  • DIGI Path System
  • TAFE Digital Platforms
  • TRIM
  • NSW Department of Education Platforms
  • Dreamweaver
  • Systems: EQUELLA, OLS, SAM, Moodle, LOCO, HTML

Timeline

Operations Analyst

Bank of America
12.2022 - Current

Document Controller

Randstad / Bank of America
04.2022 - 12.2022

Records Clerk

Healius Limited / For Health
09.2021 - 03.2022

Digital Transformation Officer

Affinity People / Compu-Stor Information Management Solutions
06.2019 - 08.2019

Scanning Officer

State Archives and Records Authority
04.2019 - 05.2019

Quality Assurance Officer

TAFE Digital
04.2015 - 06.2018

ATTP (Apprenticeship and traineeship) Officer

TAFE NSW
03.2015 - 04.2015

Volunteer Work and Homemaker

Maria’s Child-Minding Services
09.2013 - 10.2014

Administration Support and TQA Officer

NSW Department of Education and Communities
01.2013 - 08.2013

Technical Quality Assurance Officer

NSW Curriculum and Learning Innovation centre
12.2010 - 12.2012

Archive & Quality Assurance Officer

Centre for Learning Innovation
06.2004 - 12.2010

Distribution/Courseware Officer

Open Training and Education Network (OTEN)
12.2002 - 06.2004

Data Entry Operator

Quay Appointments
04.2000 - 12.2002

Bachelor of Commerce -

Chetna’s Hazarimal College of Commerce and Economics

High School Certificate (HSC) -

Secondary Education

School Certificate (SSC) -

Airport High School

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