Darpan Patel
Vancouver,BC
Summary
Energetic, customer-focused and extremely dependable individual with four years' diversified experience with financial Companies. Proven ability to adapt to the demands of a diverse and challenging workload. Possess strong work ethic and a desire to go beyond the expectations of organization.
Overview
8
8
years of professional experience
7
7
years of post-secondary education
Work History
Branch Manager
Easyfinancial Services Ltd
08.2019 - Current
- Provide and ensure quality Customer Service is consistently delivered to handle and resolve all customer issues at branch level
- Respond to customer complaints and ensure resolution
- Ensure proper transaction procedures are being followed
- Cross-selling additional products to all customers
- Ensure costs are minimized and profits are maximized
- Review monthly earnings statements to ensure corrective action is taken when operating targets are not met
- Maximize productivity and sales through marketing, customer service, payroll management, and daily operational cost control
- Meet or exceed quarterly revenue and EBITDA targets through the fiscal year and to review quarterly earnings statements to ensure corrective action is taken when operating targets are not being met
- Coordinate and carry out collection activity and complete all collection related tasks assigned by the Collections department
- Adhere to and ensure proper Security and Loss Prevention policy/procedures are followed
- Maintain, and reinforce all audit/compliance policy/procedure regarding cash handling, inventory security and service standards
- Holds regular staff meetings and posts meeting minutes as per region requirements
- Interviewing and hiring staff members, providing training, creating work schedules, filing timesheets, and performing any disciplinary actions
- Also often observe or review employee interactions with customers to ensure all policies and regulations are being adhered to by staff
- Provide continual supervision, employee feedback, progressive discipline to staff
- Documents performance through the active use of the Microsoft Outlook as well timely and accurate talent management reviews
- Identify and evaluate local competitors and report findings to the Regional Manager/District Manager and develop and implement tactics to compete successfully against them
Financial Service Representative
Easyfinancial Services Ltd
02.2018 - 08.2019
- Increases revenue by ensuring quality sales through daily marketing calls and granting quality loans
- Reviews and evaluates online financial loan applications, assess the applicant's credit worthiness, performs financial analysis, and other risk assessments to improve quality of the sale and limit future collection items
- Ensures transactions are processed in accordance to internal rules
- Handles and resolves client issues with initiative and a collaborative mind-set
- Capitalizes on financial cross sales and add-on products by paying attention to client needs while maintaining integrity and transparency
- Exhibits cultural sensitivity, discretion and sound judgment
- Proficient with system like Wealthview, Salesforce and Bluepay
Customer Service Representative
National Money Mart
08.2017 - 02.2018
- Analyzed client needs based on their current financial situation and offer different products that satisfies them
- Manage a wide variety of customer service and administrative tasks to resolve client issues quickly
- Cashed cheques and processed deposits upon balance and signature verifications
- Review files, records and other documents to obtain information and respond to requests
- Promoted new product (Term & Business Loan, MasterCard) and services to customers
- Provided deep knowledge to customers about various products offered by the company
District Manager
Goeasy / Easyfinancial Services Ltd
08.2023 - Current
Education
Bachelor of Management - Finance Major
University of Lethbridge
Calgary, AB 09.2019 - Current
Business Administration Diploma - undefined
Bow Valley College
Calgary, AB 09.2015 - 05.2017
Skills
- Exceptional communication skills
- Creative problem solver
- Quick learner
- Honest and Ethical
- Team Oriented
Timeline
District Manager
Goeasy / Easyfinancial Services Ltd
08.2023 - Current
Bachelor of Management - Finance Major
University of Lethbridge
09.2019 - Current
Branch Manager
Easyfinancial Services Ltd
08.2019 - Current
Financial Service Representative
Easyfinancial Services Ltd
02.2018 - 08.2019
Customer Service Representative
National Money Mart
08.2017 - 02.2018
Business Administration Diploma - undefined
Bow Valley College
09.2015 - 05.2017
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