Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Work Preference
Painting, Dancing, Crafting, Planting
Generic
AMY PATEL

AMY PATEL

Brampton,On

Summary

Result-driven Financial service representative with a strong background in customer service, financial planning, and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.

Overview

8
8
years of professional experience
3
3
Languages

Work History

Financial Service Representative

Cash Money
01.2021 - Current
  • Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis
  • Interacted with team members across departments to research and resolve customer issues
  • Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
  • Enhanced regulatory compliance by conducting thorough risk assessments and implementing effective control measures.
  • Streamlined internal audit processes for improved efficiency and accuracy in detecting potential compliance issues.
  • Improved company''s risk management strategy by identifying, assessing, and mitigating potential risks related to noncompliance.
  • Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans.
  • Reduced delinquency rates by implementing effective skip tracing techniques to locate hard-to-find debtors.
  • Increased productivity levels through efficient time management and prioritization of daily tasks.
  • Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.

Pre- Primary Teacher

Mount Carmel Pre-Primary School
07.2018 - 01.2020
  • Drove student learning by establishing clear classroom plans and group objectives, as well as actionable strategies to achieve each goal
  • Helped students develop self-esteem and life skills by fostering healthy conflict-resolution, critical thinking, and communication
  • Reinforced positive behavior by encouraging efforts through affirmation statements and praising accomplishments.

Intern

Aakash Technolabs
07.2016 - 06.2017
  • Developed a website using PHP as front end and MySQL as back end for a Law firm named Matter Management
  • Website serve many purposes, it shares information about the Advocates, showcase the service area, and offer potential clients a way to reach out for services
  • Determined HTML/CSS to implement different fonts, colors, and layouts in the design of a website.

Education

Graduate Certificate - Data Science and Artificial Intelligence

Loyalist College
Toronto, ON

Bachelor of Law - Indian Law

Siddharth Law College
Gandhinagar, Gujarat

Bachelor of Computer Application - Computer Technology

St. Xavier’s College
Ahmedabad, Gujarat

Skills

  • Data-Science: Tableau, PowerBI
  • OS: Windows, Linux, Mac
  • Cloud Technologies: AWS, AZURE
  • Risk Management
  • Technical Solution Analysis
  • System Installation
  • System Troubleshooting
  • Document Preparation
  • Customer rapport
  • Financial Services
  • Information Gathering
  • Sales Goals
  • Loan Applications
  • Account Documentation
  • Cash Handling
  • Repayment Negotiations
  • Credit and Collections
  • Organizational Skills
  • Problem Identification

Affiliations

  • Student Ambassador for Fall-2021 Semester and spring -2022 at Loyalist College.
  • Class Representative for semester 1 and 2.
  • Vice President of College Cultural Committee.
  • Member of Law awareness Committee Member of Discipline committee.
  • Volunteer at social service club for disabled students.

Timeline

Financial Service Representative

Cash Money
01.2021 - Current

Pre- Primary Teacher

Mount Carmel Pre-Primary School
07.2018 - 01.2020

Intern

Aakash Technolabs
07.2016 - 06.2017

Graduate Certificate - Data Science and Artificial Intelligence

Loyalist College

Bachelor of Law - Indian Law

Siddharth Law College

Bachelor of Computer Application - Computer Technology

St. Xavier’s College

Work Preference

Work Type

Full Time

Location Preference

RemoteHybrid

Important To Me

Company CultureWork-life balanceHealthcare benefitsPaid sick leavePaid time offTeam Building / Company RetreatsWork from home optionStock Options / Equity / Profit SharingPersonal development programsCareer advancementFlexible work hours

Painting, Dancing, Crafting, Planting

Painting: Painting has been a cherished hobby of mine for many years. I find solace and joy in expressing my emotions and creativity through the strokes of a brush. My preferred medium is acrylics, although I also enjoy experimenting with watercolors and oils. I'm particularly drawn to landscapes and abstract art, as they allow me to explore different moods and perspectives.

Dancing: Dancing holds a special place in my heart, especially when it comes to traditional Indian dance forms like Bharatanatyam and Garba. These dances are not just art forms but embodiments of culture, history, and spirituality.

Crafting: Crafting is a wonderful way for me to unwind and unleash my creativity. From knitting and crocheting to paper crafts and DIY projects, I enjoy working with my hands to create beautiful and functional pieces. One of my favorite crafting activities is making handmade greeting cards.

Planting: Planting and gardening have become more than just hobbies for me – they're a form of therapy. There's a sense of peace and fulfillment that comes from nurturing a tiny seed into a flourishing plant. Whether it's a vibrant flower garden or a collection of succulents on my windowsill, tending to my plants allows me to connect with nature and cultivate a sense of mindfulness.

Overall, my painting, dancing, crafting, and planting hobbies each bring their own unique joys and benefits to my life, enriching my days with creativity, movement, and a deep connection to the world around me.

AMY PATEL