DHRUV PATEL

• Processing loans: Payday loans & Installment loans (Line of Credit Loans)
• ‘Loan protection plan’, insurance policy advisor for line of credit
• Work with clients to develop financial planning strategies and solutions through evaluation of finances.
• Build productive relationships with clients to drive sustained growth.
• Collection calls on daily basis to reduce the branch debt
• Promotion calls of company products and services
• Pre-Paid Titanium MasterCard sales and management
• Participate in weekly calls with the district to introduce to strategies to improve performance
• Set Target of increasing sales, minimum 5-10% every month
• Cheque Cashing (Both US & Canadian of all types)
• Western union Money transfer following AML (anti-money laundering) guidelines
• Weekly audit and generating reports of company’s products and loans
• Data Confidentiality of clients and company
• Adhere to all approval limits/turn down policies and procedures
• Recruit and train new employees of the company

• Manage a team of 10 employees and oversee day-to-day operations
• Develop and implement policies and procedures to improve efficiency and productivity
• Train new employees on company policies and procedures
• Monitor and evaluate employee performance, provide feedback, and make recommendations for improvement
• Coordinate with other departments to ensure seamless communication and collaboration
• Conduct regular team meetings to discuss goals, progress, and challenges
• Prepare reports and presentations for upper management on team performance and project updates

• Filed paperwork and submitted reports to upper management.
• Maintained positive work ethic and commitment to providing excellent service to improve operations efficiency and customer satisfaction.
• Delegated daily tasks to team members to optimize group productivity.
• Oversaw employee supervision, client satisfaction, contract management and daily work.
• Kept detailed records of department resource usage and expenses.
• Increased volume of work while maintaining high level of accuracy and quality.