Geetha Mary Jimmy
North York,ON
Summary
Diligent and customer-focused professional with a solid background in lending services, over 10 years of industry experience in banking and the media industry. Proven expertise in financial analysis and exceptional customer service. Passionate about being a solution provider, fostering relationships, and ensuring outstanding client-brand experiences and interactions. Known for maintaining a high level of professionalism in day-to-day work, excelling in hectic, customer-focused team environments. Currently seeking opportunities in the travel industry to expand the skill set.
Overview
17
17
years of professional experience
Work History
Member Connect Lending Specialist
DUCA Financial Credit Union Ltd
08.2020 - Current
- Managed approximately 40 incoming calls and emails per day from customers.'
- Assisting with day-to-day banking inquiries, mortgage related inquiries as the first point of contact when credit union members call in
- Ascertaining facts on employment, income and credit worthiness based on tax and income documents provided by applicants
- Monitoring payments on credit products ensuring adequate product servicing
- Considerable experience with problem solving and dispute resolution of customer inquiries and in de-escalating complaints from members
- Handling client grievances; using specified sales techniques and strategies, resolving escalations
- Providing customer service and access to information on various credit union products and services offered by DUCA
- Responding to detailed information inquiries and complaints from the public by telephone, mail, email and in-person inquiries
- Writing responses to incoming correspondence and preparing notes related to the disposition of all inquiries and complaints.
- Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
- Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
- Managed a diverse portfolio of loans across various sectors, demonstrating versatility and adaptability within the lending specialist role.
- Improved customer satisfaction by delivering personalized loan consultation services tailored to individual financial needs.
Senior Sales Manager
Integrated Advertising Services FZ LLC
01.2008 - 01.2015
- Prepared documents, drafted proposals and compelling sales proposals for clients to support the business objectives
- Organized Events and activities as part of media campaigns
- Maintained business relationships with various external organizations and business prospects
- Increased overall sales revenue by implementing effective sales strategies and building strong client relationships.
- Improved customer retention rates by delivering exceptional after-sales support and fostering long-term relationships with key accounts.
Education
MBA -
Mahatma Gandhi University
India01.2004
Bachelor of Commerce -
Mahatma Gandhi University
01.2002
Skills
Documentation Review
- Portfolio Management
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Multitasking
- Excellent Communication
- Customer service-focused
- Effective Communication
- Adaptability and Flexibility
Accomplishments
- Consistently achieved set targets all throughout my career
- Promoted to the role of lending specialist after a brief stint at DUCA Member Connect
- Serviced a portfolio of clients and advertising agencies including 10 key accounts meeting their ongoing marketing and advertising needs through optimum media solutions
- Brought in new clients to the company’s portfolio and retained them year to year – a minimum of 15 new contracts annually
- Managed multiple media titles – Daily newspaper, women’s magazine & seasonal features; offered bundled up digital media solutions to consecutively increase spends
- Contributed to the growth of the group’s leading women’s magazine in the middle east increasing revenue more than 200% from previous years and spearheaded its exclusive Middle East edition launch
- Managed multiple projects including special focus publications meeting the deadlines and revenue as well as volume targets
- Provided unconventional, out-of- box solutions combining traditional & digital media for clients looking for better ROI
Languages
English
Full Professional
Hindi
Limited Working
Malayalam
Native or Bilingual
Timeline
Member Connect Lending Specialist
DUCA Financial Credit Union Ltd
08.2020 - Current
Senior Sales Manager
Integrated Advertising Services FZ LLC
01.2008 - 01.2015
MBA -
Mahatma Gandhi University
Bachelor of Commerce -
Mahatma Gandhi University
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