Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

SHALVI PATEL

Oakville,Canada

Summary

Highly motivated and adaptable professional with a strong work ethic and exceptional interpersonal skills. Proven ability to work independently, quickly master new skills, and take on new challenges. A friendly and enthusiastic team player dedicated to maintaining a positive attitude and ensuring customer satisfaction.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Clothing Stocker

Value Village
Oakville, Ontario
03.2025 - Current
  • Assisted customers in locating desired products within the store.
  • Replenished stock levels as needed throughout the day.
  • Communicated regularly with supervisor about any issues related to stocking activities.
  • Provided support to other departments when necessary.
  • Ensured that product displays were organized, clean and attractive at all times.
  • Inspected merchandise for damages or defects before stocking it onto the shelves.
  • Maintained accurate records of all incoming and outgoing inventory.

OFFICE ADMINISTRATOR

INFINITE MORTGAGE SOLUTIONS
Oakville, Canada
06.2024 - 03.2025
  • Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items.
  • Coordinate and prepare documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork.
  • Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator.
  • Follow up and respond to customer and in-house inquiries on transactions as needed to provide superior customer service.
  • Screen and make calls, book appointments and provide administrative support as needed.
  • Organized and maintained filing systems, including electronic databases and records.
  • Developed strong relationships with clients through excellent customer service skills.

OMNI FULLFILLMENT ASSOCIATE

WALMART
Mississauga, Canada
11.2022 - 12.2022
  • Provided member service by acknowledging the member and identifying member needs.
  • Assisted members with purchasing decisions.
  • Located merchandise as requested.
  • Stocked, arranged, and organized merchandise.
  • Set up, cleaned, and organized product displays.
  • Signed and priced merchandise according to company policies and procedures.
  • Monitored food and merchandise quality by ensuring product rotation, and code dating.
  • Increased customer satisfaction by resolving complex issues and always providing exceptional service.

DATA ANALYST

JINI.GURU, TX LABS
Ahmedabad, India
03.2020 - 03.2021
  • Collection and Research of data, handling of product side & UK clients for any queries.
  • Research on data for all Hedge funds, Mergers & Acquisitions, Venture capital and Joint ventures.
  • Audited internal data and processes to identify and manage initiatives, improving business performance.
  • Participated in project teams as subject matter experts to create requirements.
  • Generated reports and obtained data to develop analytics on key performance and operational metrics.
  • Utilized data analysis to monitor process efficiencies and identify data integrity exceptions.
  • Created and managed key product data structures to drive insights and measurements.
  • Hypothesized and recommended product enhancements by leveraging understanding of data, customers, and business.
  • Conducted non-routine analyses, improving quality of data products.
  • Conducted data analysis to prepare forecasts and identify trends.

DATA RESEARCHER

S&P GLOBAL MARKET INTELLIGENCE
Ahmedabad, India
01.2017 - 08.2019
  • Maintained Corporate Data (Shareholder, Subsidiary & other details of company).
  • Worked on SNL & CIQ (Capital IQ) both the Domains which includes REIT's, Global Banks (EFIG, LFIG, GFIG,) Energy sector, Insurance sector.
  • Learned Hierarchy of companies, corporate etiquette, and E-mail etiquette.
  • Maintained accurate and complete billing records and reports.
  • Worked alongside team members and leaders to identify analytical requirements and collected information to meet customer and project demands.
  • Produced in-depth analyses and proposed solutions to meet complex business needs.
  • Built collection, analysis, and reporting frameworks from scratch and devised techniques for maximizing system usefulness.
  • Interpreted data and identified trends and patterns in collected information.
  • Analyzed and uncovered inconsistencies in large amount of data (both in-house as well as supplied by third-party providers) by utilizing SQL knowledge and propose solutions to address them in S&P global products.

Education

PGPCE - MBA: Accounting and Finance

Narayana Business School
Ahmedabad, India
03.2017

Alliance Francasis - French Language and Literature

Ahmedabad, India
03.2016

Bachelor of Commerce - Accounting And Finance

Lokmanya College
Ahmedabad, India
03.2015

Skills

  • Customer Service
  • Life Insurance Knowledge
  • Preparing reports
  • Database Programming and SQL
  • Data Analysis
  • Statistical Analysis
  • Data Visualization and Presentations
  • Strong Work Ethic
  • Knowledge of Mortgage Processes
  • Technical Proficiency
  • Clear and Concise Communication
  • Risk Assessment
  • Database Building
  • Industry Report Reading
  • Process Improvement
  • Data Compiling
  • Stakeholder Communication
  • Business Analysis
  • Decision Making
  • Data Entry
  • Stock management
  • Inventory control
  • Customer service
  • Record keeping
  • Merchandise display
  • Stockroom organization
  • Fashion awareness

Certification

  • Certificate of Internship from ANALYTIX SOLUTIONS.
  • Certificate of DELF- French Language.
  • Certified LLQP Insurance Certificate.

Languages

  • English
  • Hindi

Timeline

Clothing Stocker

Value Village
03.2025 - Current

OFFICE ADMINISTRATOR

INFINITE MORTGAGE SOLUTIONS
06.2024 - 03.2025

OMNI FULLFILLMENT ASSOCIATE

WALMART
11.2022 - 12.2022

DATA ANALYST

JINI.GURU, TX LABS
03.2020 - 03.2021

DATA RESEARCHER

S&P GLOBAL MARKET INTELLIGENCE
01.2017 - 08.2019

PGPCE - MBA: Accounting and Finance

Narayana Business School

Alliance Francasis - French Language and Literature

Bachelor of Commerce - Accounting And Finance

Lokmanya College

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