Purvi Patel
Whitby,ON
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
7
7
years of professional experience
Work History
Wealth Operation Officer
TD Bank
05.2022 - Current
- Import data from TLM (Transaction Lifecycle summary) to generate reports describing the transaction summary to present it to the team
- Run daily macros with existing data to check verified sources and matches with applications such as ISM, CDS, DTCC and Bloomberg
- Carry out market research analysis to handle assigned task and process payments for Market and treasury drip
- Run macro through ISM to investigate corporate action events and review mandatory corporate action letters
- Prepare bulk settlement reports, clear unsettled dividends, and upload monthly SEI MF distribution data on W360
- Work collaboratively and manage deliverables by communicating with different teams
- Assess and prioritize files and investigate assigned cases ensuring proper protocols are in place and effectively applied
- Implement processes that simplified procedures and reduce processing time
- Conduct and verify investigation cases with high accuracy and minimal supervision
- Process payments using both Alteryx system using event parameter and macro manual method.
- Coordinated cross-functional teams to address complex issues, leading to more efficient problem-solving processes.
Administration
Aviva
05.2021 - 03.2022
- Works under direct supervision to perform routine work assignments and mobile task assign by adjuster to review claim assignments details to transmit documents from Xactimate to Guidewire
- Provides property claims service via internal departments to members and third-party customers
- Review claims and documents information to provide background for investigations property claims
- Handled claim data extractions and loss cause validation activities
- Maintain and timely manage diary and properly document all claim activity to support outcome of claim file
- Using Xactimate advance search to extract and compile property claim documents.
- Minimized litigation risks for company by conducting impartial investigations that followed established protocols.
Insurance Coordinator
The Circle of Health
05.2019 - 03.2020
- Process insurance and pre-treatment estimates and contact patient when received or retrieved missing insurance information
- Used Oracle software program to update patient's insurance coverage info, billings statements, and payments
- Verified patient's eligibility and claims status with insurance agencies (blue cross, Canada life, provider connect)
- Collecting and compile data for weekly and monthly reports pertaining to claims approvals, denials and pending claims
- Verified insurance and communicated coverage to staff and patients.
- Obtained data such as patient, insurance ID, insurance provider and medical codes to properly file insurance claims.
- Filed and tracked insurance claims and communicated claims status to patients.
Office Administrator
Noralta Technologies Inc.
04.2017 - 04.2019
- Created databases to record and track all personnel and administrative actions within organization
- Maintained personal data with highest level of confidentiality
- Composed spreadsheets, letters, rosters, and various reports utilizing programs such as Microsoft Word and Microsoft Excel to route up through higher chain of command
- Maintained logs, files, specialized information system data files and other record keeping systems
- Communicate and coordinate approvals with internal departments to ensure client needs are met
- Provide information about establishment, such as location of departments or offices, employees within the organization, or service provided.
- Contributed to a positive work environment by fostering strong working relationships among colleagues.
Education
Associate of Arts -
Lone Star College
Texas, United States06.2019
Diploma And Bachelor's Degree in Civil Engineering -
Ved Vyas Polytechnic
Gujarat, India06.2016
Skills
- Innovative mindset and ability to enhance processes to minimize risk and increase efficiency
- Proficient with Xactimate, Guidewire Claim Center, Core logic, IBM applications (CDS & ISM) and Bloomberg
- Extensive knowledge of software application such as Excel, PowerPoint, Microsoft Visio and Project, QuickBooks, Mainframe
- Risk awareness and attention to details / meticulous and strong follow-up skills
- Depth knowledge on programming language HTML, Java, SQL, VBA Macro
- Strong organizational skills and the ability to effectively manage competing priorities in a fast-paced environment
Accomplishments
- LSC (Lone star College) Orientation Leader 2012 - 2013
- Recognized as a President's list recipient at LSC 2016 - 2019
References
References available upon request.
Timeline
Wealth Operation Officer
TD Bank
05.2022 - Current
Administration
Aviva
05.2021 - 03.2022
Insurance Coordinator
The Circle of Health
05.2019 - 03.2020
Office Administrator
Noralta Technologies Inc.
04.2017 - 04.2019
Associate of Arts -
Lone Star College
Diploma And Bachelor's Degree in Civil Engineering -
Ved Vyas Polytechnic
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