Jasmine Bhatia

• Developed strong rapport with customers by maintaining regular contact through phone calls or emails.
• Collect required documentation from clients for equipment financing and coordinated submissions to lenders.
• Generated required lease and loan documentation, conducting thorough audits to support deal funding.
• Liaised with various parties, including clients, vendors, and private sellers, to provide timely updates.
• Engaged with prospective clients to generate new business opportunities.

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, and updated client records.
• Answered phone promptly and directed incoming calls to correct offices.
• Kept reception area clean and neat to give visitors positive first impression.
• Resolved customer problems and complaints.
• Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
• Managed multiple tasks and met time-sensitive deadlines.
• Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.

• Complete transactions accurately and efficiently, leveraging Mobile Point-Of-Sale (MPOS) technology as necessary.
• Process returns/exchanges in a courteous manner.
• Engage clients in appropriate conversation while completing transaction, and provide gift-wrapping when required.
• Provide basic store and product information to clients as needed.
• Assist in training other cashiers and consultants on Point-Of-Sale (POS) and MPOS.
• Comply with all cash handling and related procedures.
• Ensure safety and tidiness standards are respected and maintained at all times.
• Communicate inventory issues/concerns to Supervisor(s), Assistant Manager(s) or Store Manager.

Ensure compliance with sampling

· Taking Client meetings and understanding their financial situation

· Collecting all the necessary documents required for file processing

· Analyzing all the income documents including credit reports

· Provide customer service to all the existing and old clients

· Handling the front reception area whenever needed.

· Served one of the largest global health service companies – Cigna.

· Trained in multiple domains including health and Insurance, Payroll, Time-keeping,

· Provided HR services to the Cigna employees which included handling critical issues like their health benefits and bi-weekly paychecks.

· Provided customer service through inbound and outbound calls and portal requests.

· Providing timely and accurate service delivery to the clients.

· Executing issue resolution, ensuring proper documentation and follow ups.