Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Falguni Mistry

Edmonton

Summary

Operations Lead Officer with experience in optimizing processes and enhancing team collaboration. Demonstrates proficiency in problem-solving, credit analysis, and customer service, with a proven track record of implementing strategies that significantly improve productivity and partner and employee satisfaction. Passionate about driving growth and innovation by aligning operations with business objectives and developing long-term strategies for organizational success.

Overview

22
22
years of professional experience

Work History

Operations Lead Officer

TD Canada Trust
04.2021 - Current
  • Lead team in optimizing operational processes, enhancing efficiency, and supporting team collaboration.
  • Implemented strategies improving partner and employee satisfaction, achieving measurable operational success.
  • Developed solutions to streamline workflows, resulting in significant productivity improvements.
  • Manage resources effectively to ensure seamless daily operations and high-quality service delivery.
  • Foster employee cross-training with business objectives to drive performance growth and optimize resource allocation.
  • Conduct in-depth data analysis to identify trends, reduced risks, and make informed decisions that positively impact operational performance.
  • Developed effective improvement plans in alignment with goals and specifications.
  • Managed daily operations for optimal performance, ensuring smooth workflows and timely completion of tasks.
  • Enhanced team productivity by providing ongoing training, coaching, and mentoring to staff members.

Small Business Banking Credit Officer

TD Canada Trust
04.2016 - 04.2021
  • Programmed and maintained Small Business Loans, Farm Loans, Government Loans and Agriculture Loans
  • Maintained accuracy in reviewing documents for funding and maintaining loans
  • Review and actioned Security Library
  • Knowledge with L/C, FCT, DCL, Loan Closed Reports
  • Excellent communication skills with internal and external customers
  • Experience with both Funding and Admin teams (cross trained)
  • Customer driven
  • Trained new and existing colleagues in Funding and Administration processes and became their resource when they had questions
  • Driven to produce quality and accurate results
  • 2018 Bravo Award Recipient
  • Trained new team members on company-specific processes, ensuring consistent standards across the credit department.
  • Improved cross-functional collaboration, working closely with Branch partners and solicitor's to meet customer needs.

Customer Service Representative

TD Canada Trust
03.2010 - 01.2011
  • Provided exceptional customer service to customers while processing their transactions in an efficient, accurate and friendly manner.
  • Recognized and responded to the customer's basic needs,
  • Promoted and provided advice on TD Canada Trust products and services
  • Assisted in sale referral process

Small Business Banking Credit Officer

TD Canada Trust
11.2007 - 01.2010
  • Ensured client and bank confidentiality
  • Managed Canada Small Business loans, Farm Improvement Loans, Government Farm Loans and Agriculture Loans
  • Reviewed and action security library reports (Bank software program)
  • Communication and interpersonal skills for effective development of sound working relationships with external and internal customers
  • Provided recommendations to facilitate the resolution of complex account loans
  • Preparation and processing of correspondence, documentation, and reports for new and existing loans
  • Analysis of security documentation for accuracy and completion information as per FOIP act

Electronic Data Entry

TD Waterhouse Discount Brokerage
07.2007 - 10.2007
  • Managed spreadsheets to enhance data accuracy, improving workflow efficiency.
  • Organized and maintained customer contact records, ensuring up-to-date information.
  • Updated outbound database, streamlining data entry processes for better access.
  • Managed spreadsheets, organized customer data, and updated outbound database, enhancing operational efficiency and data accuracy for TD Waterhouse Discount Brokerage.

Senior Customer Service Associate

Toys-R-Us
04.2003 - 03.2007

• Manage customer returns, enhancing satisfaction and retention.
• Train new associates, fostering team growth and efficiency.
• Oversee inventory entry, ensuring accurate stock management.
• Participate in committees, promoting safety and social engagement.
• Drove customer satisfaction through efficient returns and exchanges, while boosting sales via product demonstrations and strategic merchandising.
• Mentored new associates, fostering team growth. Actively contributed to Health & Safety and Social committees, enhancing workplace culture.
• Ensured financial accuracy through meticulous till counting and register balancing. Managed inventory and invoice entry with precision.
• Provided exceptional customer support by promptly addressing inquiries and efficiently managing all incoming calls.
• Leveraged advanced computer skills and AS/400 expertise to streamline administrative processes and improve operational efficiency.
• Streamlined customer returns process, enhancing satisfaction and retention while driving sales through strategic product demonstrations and merchandising.

Education

Marketing & Business Administration studies

York University

Ontario Secondary School Diploma -

West Hill Collegiate Institute
06.2000

Skills

  • Soft coaching
  • Loan programming
  • Data Entry
  • Administrative Skills
  • Team Training
  • Communication
  • Problem solving
  • Computer Skills
  • Partner engagement
  • Process improvement
  • Leadership
  • Adaptability

Awards

2018 Legendary winner for Q4

2018 Bravo recipient 

2023 Legendary recipient for Q4

2024 Summit recipient Q4

2024 Summit recipient 


Timeline

Operations Lead Officer

TD Canada Trust
04.2021 - Current

Small Business Banking Credit Officer

TD Canada Trust
04.2016 - 04.2021

Customer Service Representative

TD Canada Trust
03.2010 - 01.2011

Small Business Banking Credit Officer

TD Canada Trust
11.2007 - 01.2010

Electronic Data Entry

TD Waterhouse Discount Brokerage
07.2007 - 10.2007

Senior Customer Service Associate

Toys-R-Us
04.2003 - 03.2007

Marketing & Business Administration studies

York University

Ontario Secondary School Diploma -

West Hill Collegiate Institute
Falguni Mistry