Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
Generic

Mitsu Dave

Toronto,ON

Summary

Dedicated and results-driven finance professional with a strong track record in the dynamic world of financial services. Currently leveraging extensive expertise as an integral team member at TD Auto Finance, I have demonstrated a commitment to optimizing financial strategies, fostering client relationships, and enhancing organizational profitability. Adept at navigating complex financial landscapes and implementing innovative solutions, I now seek to contribute my skills and experience to a forward-thinking organization in pursuit of a challenging role in finance.

Overview

9
9
years of professional experience

Work History

Dealer Services Officer

TD Auto Finance
10.2020 - Current
  • Performing dealer support services following proper authentication protocols. Respond to incoming communication from dealers and field personnel via all available channels.
  • Built relationships with dealers and serve as immediately between them and TD to initiate positive changes.
  • Communicate clear expectations and aim to resolve issues during the first point of contact.
  • Provided accurate, valid and complete information by using the right methods/tools.
  • Facilitate the cross-train and transition of dealer onboarding processes & maintenance within the team.
  • De-escalate dealer concerns by being proactive and owning the end-to-end dealer experience by leveraging various resources on the team.
  • Analyzed & Identified process improvement opportunities that created efficiencies within the team.
  • Contribute to an exceptional dealer experience by achieving productivity targets to ensure SLA is met.
  • Developed and implemented strategic plans to meet organizational goals, ensuring alignment with company objectives.
  • Coordinated cross-functional teams to address complex issues, leading to more efficient problem-solving processes.
  • Drove innovation within the department by promoting creative thinking and supporting new initiatives.
  • Delivered high-quality training programs, enhancing employee skill sets and contributing to professional development efforts.
  • Established effective relationships with Dealer Relationship Managers.
  • Shadowed Credit and programming team to understand the process better.
  • Mentored junior staff members, helping them develop their skills and advance in their careers.
  • Attended personnel meetings and training sessions to improve skills and learn new policies and procedures.
  • Gathered, organized, and input information into a digital database.
  • Generated monthly chargeback reports.

Financial Service Representative

Progressa
08.2018 - 03.2020
  • Provide professional assistance for both new and existing loan applicants toward meeting their financial goals
  • Make outbound calls and process email requests for information required to execute loan applications and promote loan products and services
  • Answer incoming calls, email inquiries, and online chat inquiries
  • Interview applicants to determine eligibility and approve or reject applications as per company guidelines
  • Create, submit, and update loan applications for eligible customers
  • Assess the financial status and review credit of loan applicants
  • Obtain and verify necessary employment data and financial information from loan applicants
  • Conduct reference communications and verify employment for applications
  • Schedule loan interviews for Loan Officers (Underwriters) to facilitate the underwriting process
  • Initiate and process instant banking verifications
  • Upload customer loan application documents to internal systems
  • Cultivate positive relationships with applicants, active customers, and referral partners
  • Tactfully handle customer complaints as per company policies
  • Liaison with internal operational teams and external referral sources.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Managed approximately 50-55 incoming calls, emails, and faxes per day from customers.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Worked effectively in fast-paced environments.
  • Managed time efficiently to complete all tasks within deadlines.
  • Excellent communication skills, both verbal and written.
  • Strengthened communication skills through regular interactions with others.
  • Organized and detail-oriented with a strong work ethic.

Radio Host

Canadian Multicultural Radio - FM 101.3
09.2016 - 01.2020
  • Conducting field marketing campaigns by organizing live radio shows from commercial partner locations like Honda and KIA motors
  • Conducting live on-air infomercials with advertisers
  • Engaged with audience members through telephone calls and personal commentary on musical selections, political happenings, and other items of interest.
  • Presented weather, news, and commercials to listeners.
  • Answered listener calls regarding song requests, giveaways, and commentary.
  • Played music tracks from playlists provided by station management.
  • Engaging listeners on current affairs
  • Event planning and support for live music shows
  • Operated studio sound boards, desks, and payout software for slick, professional broadcasts.
  • Produced creative radio segments focused on music, current events, and lifestyle topics.
  • Engaged listeners through social media platforms to increase station visibility.
  • Announced ads, song switches, and breaking news segments for radio broadcasts.
  • Hosted music, news, and entertainment segments for well-rounded radio shows.
  • Developed engaging content for listeners and guests, including competitions, interviews, and phone-ins.
  • Attended promotional events to create station awareness and build listener reach.
  • Crafted original scripts for commercial and promotional spots, advertising radio station sponsors.
  • Found, researched, fact-checked, and wrote scripts for relevant topics in local news.
  • Answered booth call lines and took song suggestions or comments from listeners.
  • Devised marketing and promotional campaigns to increase ratings and listener base.
  • Facilitated live coverage of special events and promotions.
  • Increased audience engagement by incorporating listener feedback and interactive segments in radio shows.

Customer Relationship Agent

Miratel Solutions Inc.
08.2017 - 10.2017
  • Served in-bound and out-bound customer calls for not-for-profit fundraising
  • Received an average of 80 calls and placed an average of 50 outbound calls
  • Cold calling for selling lotteries for charities.
  • Enhanced client satisfaction by promptly addressing inquiries and providing accurate information on products and services.
  • Expanded customer base through effective networking, cold calling, and relationship-building strategies.
  • Consistently met compliance requirements for the agency by promptly completing mandatory continuing education courses and staying current on industry regulations.
  • Followed up on customers' inquiries to assess satisfaction with provided solutions.
  • De-escalated and resolved customer complaints with punctual, polite, and professional service.
  • Handled and promptly resolved customer complaints to maintain professional relationships.
  • Resolved caller issues quickly and thoroughly.
  • Informed clients of policies and procedures.
  • Established strong customer relationships, building recommendations and loyalty.

Marketing Analyst Intern

Feva TV
04.2016 - 08.2016
  • FEVA TV prospects, promotes, and projects the black culture and agenda to Canadians through movies, music, series, documentaries, and talk shows
  • Pre-post production assistant.
  • Identified appropriate marketing channels and target customers for campaigns.
  • Maximized advertising efforts by developing content for media relations, corporate communications, and social media posts.
  • Conducted primary and secondary research to better understand customer needs and behaviors.
  • Used various market research tools and techniques to gather, analyze, and interpret data.
  • Utilized specialized software to capture and process data.
  • Tracked key metrics and developed spreadsheets and data models.
  • Supported the creation of targeted marketing campaigns by segmenting customer data based on demographics and consumer behavior.
  • Developed comprehensive reports for senior management, resulting in improved decision-making processes.
  • Enhanced marketing strategies by conducting thorough market research and analyzing industry trends.
  • Conducted customer surveys to gather insights into product preferences, helping inform the marketing team's content strategy.

Accounting Clerk Assistant

Ignite Academy
10.2014 - 11.2015
  • Enhanced financial accuracy by meticulously reviewing and reconciling accounts every month.
  • Assisted in the preparation of accurate financial statements by thoroughly organizing and analyzing data.
  • Reduced errors in financial recordkeeping through diligent attention to detail and regular account audits.
  • Supported budget planning by providing timely and accurate expense tracking information to management.
  • Contributed to successful internal audits by maintaining organized, up-to-date records of all transactions.
  • Ensured compliance with accounting standards by staying current on industry regulations and guidelines.
  • Collaborated with team members to complete month-end close procedures, ensuring accuracy in financial reporting.
  • Increased productivity within the finance department by automating manual tasks using Excel functions and formulas.
  • Managed cash flow effectively by monitoring incoming funds, managing daily bank deposits, and processing outgoing payments promptly.
  • Maintained confidentiality of sensitive financial information through proper storage and secure disposal methods.
  • Decreased outstanding receivables balance with prompt follow-up on overdue invoices.
  • Aided in annual tax preparation processes, gathering necessary documentation for accurate filings.
  • Provided excellent customer service when addressing billing inquiries from clients or vendors.
  • Assisted senior accountant in performing various ad-hoc analyses, contributing to informed decision-making.
  • Maintained a well-organized filing system for efficient retrieval of financial documents upon request.
  • Facilitated communication between the accounting department and other teams within the company to ensure seamless collaboration on projects.
  • Processed incoming and outgoing invoices and payments.
  • Reconciled bank accounts with updated information.
  • Provided key clerical and administrative support to senior accounting staff.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Used accounting software to prepare weekly and monthly financial reports.
  • Processed credit card payments and reconciled credit card statements for accuracy in the accounting process.
  • Coordinated office supply ordering to avail materials for streamlined operations.
  • Assisted in budget preparation and forecasting to control expenditure and maximize profitability.

Education

PG Diploma in Supply Chain Management - Logistics Management

St. Lawrence College
Kingston, ON
08.2017

High School Diploma -

Gujarat University
Ahmedabad
07.2014

PG Diploma in Marketing Management & Financial Services - Financial Services Marketing Operations

George Brown College
Toronto, ON
12.2016

Bachelor of Commerce - Accounting And Finance

Gujarat University
Ahmedabad
07.2014

Skills

  • Excellent customer service and communication skills
  • Proven ability to prioritize, time management, organizational, administrative, and record-keeping skills
  • Proficient in MS Office suite
  • Organization and Time Management
  • Organizational Skills
  • Computer Skills
  • Multitasking
  • Teamwork and Collaboration
  • Time Management
  • Multitasking Abilities
  • Good Telephone Etiquette

Languages

English
Full Professional
Gujarati
Native or Bilingual
Hindi
Full Professional

Timeline

Dealer Services Officer

TD Auto Finance
10.2020 - Current

Financial Service Representative

Progressa
08.2018 - 03.2020

Customer Relationship Agent

Miratel Solutions Inc.
08.2017 - 10.2017

Radio Host

Canadian Multicultural Radio - FM 101.3
09.2016 - 01.2020

Marketing Analyst Intern

Feva TV
04.2016 - 08.2016

Accounting Clerk Assistant

Ignite Academy
10.2014 - 11.2015

PG Diploma in Supply Chain Management - Logistics Management

St. Lawrence College

High School Diploma -

Gujarat University

PG Diploma in Marketing Management & Financial Services - Financial Services Marketing Operations

George Brown College

Bachelor of Commerce - Accounting And Finance

Gujarat University

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Mitsu Dave