Nishant Jalan
Preston,VIC
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills in the financial services industry.
Overview
7
7
years of professional experience
Work History
Claims Administrator
Crawford And Company
11.2022 - Current
- Creating new files for new claims.
- Conducted thorough reviews of reports submitted by adjusters to identify and rectify any discrepancies.
- Updated company portal with accurate and up-to-date data provided by loss adjusters.
- Proactively communicated with customers via phone calls to provide regular updates on claim statuses.
- Entering invoices for payments on claims
- Providing relevant material to third party administrators in relations to notifications
Treasurer Assistant (Volunteer)
Vicwise
12.2022 - Current
- Created invoices for payments, ensuring accuracy and timely delivery to clients.
- Played an instrumental role in the successful setup and execution of events, demonstrating strong organizational and coordination skills.
- Collaborated effectively with team members, fostering a positive and cooperative work environment to achieve shared goals.
Student Ambassador
La Trobe University
09.2022 - 11.2022
- Mentored students to increase satisfaction and help engage in campus life.
- Facilitated student enrollment by providing accurate and timely information.
- Provided information about university for new enrollment
- Collaborated with my team efficiently to cater to a large number of students
Business Development Service
Kashi Nath Hero
10.2019 - 06.2022
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers, increasing the sale of value added services
- Arranged potential client contacts, cultivated relationships and followed through all service needs.
- Met with current clients to assess needs and develop improvement plans.
- Networked among local business and community organizations to develop leads and generate business.
- Improved bottom-line profitability by growing customer base and capitalizing on upsell opportunities taking the retention rate for customers at 86%
Credit Analyst
Lendbox
07.2017 - 09.2019
- Assessed credit risk and analyzed financial statements.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Made decisions and recommendations about extending lines of credit.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Contacted customers and requested financial documentation.
Education
Masters of Financial Analysis - Finance
La Trobe University
Melbourne, VIC06.2024
Bachelor of Financial Market - Finance
University of Mumbai
Mumbai, India05.2017
Skills
- Relationship building- Ability to establish and maintain positive relationships with clients, colleagues, and other stakeholders, demonstrating strong interpersonal skills and professionalism
- Communication skills- Strong written and verbal communication abilities to effectively present credit recommendations, articulate risk factors, and communicate with clients, colleagues, and stakeholders
- Risk assessment- Ability to assess and quantify credit risk, including evaluating probability of default, analyzing collateral value, and considering macroeconomic factors that may impact credit performance
- Time Management- Effective time management skills to prioritize and meet deadlines, especially when handling multiple credit analysis assignments simultaneously
Timeline
Treasurer Assistant (Volunteer)
Vicwise
12.2022 - Current
Claims Administrator
Crawford And Company
11.2022 - Current
Student Ambassador
La Trobe University
09.2022 - 11.2022
Business Development Service
Kashi Nath Hero
10.2019 - 06.2022
Credit Analyst
Lendbox
07.2017 - 09.2019
Masters of Financial Analysis - Finance
La Trobe University
Bachelor of Financial Market - Finance
University of Mumbai
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