Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Shaily Pathak

Claresholm

Summary

Financial professional with strong expertise in delivering client-focused financial solutions and managing diverse portfolios. Known for excellent collaboration within teams and adaptability in dynamic environments. Proficient in financial analysis and customer relations.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Surat People's Bank
08.2023 - 12.2024
  • Assist clients with banking, investment, and insurance products
  • Provide financial advice and recommend suitable solutions
  • Process transactions, open accounts, and manage client portfolios
  • Maintain and update client records with accuracy
  • Build and maintain strong customer relationships
  • Meet sales and service targets to drive business growth
  • Ensure compliance with financial regulations and company policies
  • Educate clients on financial products and services
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.

Staffing Coordinator

Advantage Personnel
01.2023 - 08.2023
  • Assisted with personnel records management to support recordkeeping accuracy.
  • Collaborated with manager to determine department's short and long-term hiring needs.
  • Led the full-cycle recruitment process, including candidate sourcing, screening, interviews, and onboarding.
  • Built and maintained strong relationships with various locations and internal departments.
  • Utilized diverse recruitment channels, including job boards, social media, and networking.
  • Conducted background checks and managed the candidate database.
  • Maintained hours records, managed payroll, and resolved discrepancies.
  • Scheduled interviews, communicated with candidates, and coordinated hiring processes.
  • Reviewed and improved recruitment metrics to enhance efficiency.

HR Assistant

Pickering Casino Resort
04.2022 - 07.2022
  • Documented human resources records and maintained confidentiality of sensitive personal information.
  • Responded to inquiries by answering telephone calls, in-person questions and emails.
  • Provided comprehensive administrative support to the HR team.
  • Ensured accurate maintenance of employee records and licensing processes.
  • Assisted with HR-related forms and compliance matters.

Financial Services Representative

Gatestone & Co
08.2021 - 03.2022
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Accurately keeping the data entries of payments taken from customers regarding their mortgage payments.
  • Experienced in phone etiquette and have a humble, kind approach to writing etiquette.
  • Negotiated and assisted consumers with payment resolutions on multiple credit card accounts (consumer and business).
  • Conducted financial assessments, processed transactions, and ensured accurate documentation.
  • Managed high call volumes to recover debts and maintain top-tier performance.
  • Provided financial advice, handled inquiries, and personalized client interactions.
  • Negotiated payment arrangements within FDCPA guidelines and processed transactions electronically.
  • Utilized skip tracing to locate consumers and recover delinquent accounts.
  • Resolved financial issues, escalated complex cases, and maintained regulatory compliance.

Education

Business Administration - Human Resource Management

Sheridan College Institute of Technology And Advanced Learning
08.2022

Skills

  • Bachelor's degree in Human Resources Management
  • Proficient in applicant tracking systems (ATS) and HR software
  • Proven experience in full-cycle recruitment and HR operations
  • Exceptional communication skills, both verbal and written
  • Strong problem-solving abilities and meticulous attention to detail
  • High degree of discretion and aptitude for maintaining confidentiality
  • Outstanding clerical skills, including data entry, email correspondence, and appointment scheduling
  • Keen attention to detail and a commitment to adhering to core values
  • Financial services
  • Customer relationship management

Certification

Certified CPR/AED/First Aid,

National CPR foundation

April 3, 2023- April 3, 2025

Timeline

Financial Services Representative

Surat People's Bank
08.2023 - 12.2024

Staffing Coordinator

Advantage Personnel
01.2023 - 08.2023

HR Assistant

Pickering Casino Resort
04.2022 - 07.2022

Financial Services Representative

Gatestone & Co
08.2021 - 03.2022

Business Administration - Human Resource Management

Sheridan College Institute of Technology And Advanced Learning

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Shaily Pathak