Archan Oza
East Brunswick,NJ
Summary
Experienced with coordinating travel logistics, offering personalized travel solutions, and ensuring client satisfaction. Utilizes advanced knowledge of travel software and industry trends to enhance service delivery. Track record of effectively managing client relationships and resolving issues promptly.
Overview
34
34
years of professional experience
Work History
Personal Banking Consultant
Lakeland Bank
Plainsboro, New Jersey
01.2024 - 08.2025
- Assists client with completion of mortgage applications, inspecting completed documents for accuracy and thoroughness
- Explain the differences between and approval requirements of various types of Mortgages; prepares and presents a lending package based on client specifications
- Review loan applications, gather credits histories and reports, and assesses applicants’ capacity to repay and default risk
- Extended and sustained relationships with customers to maintain and grow business.
- Worked with customers to procure updated financial information on continuous basis.
- Communicated lending decisions to customers.
- Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
- Completed trades on [Type] energy derivatives, increasing profits [Number]%.
Branch Head
Sheetal Tours & Travels LLC
08.2019 - Current
- As Branch Head Looking After Entire Sales, Marketing & Operation of Group and FIT Customers Who Are Planning to Go on Leisure Holiday in Different Parts of World
- Planning & Arranging Airline Ticket, Hotel Booking, Car Rental & Other Services for VIP Corporate Clients
- Designing Group Itinerary for MICE Group and Looking After Their After Sell Service Like Booking Group Airfare, Negotiate Hotel, Transportation Rates with Local Supplier
- Also Design Tour Brochure for Regular Clients for Group & FIT Tour Packages
- Specialized In Amadeus Airline Reservation System
Director
SHEETAL HOLIDAYS PVT LTD
09.2009 - 07.2019
- Headed Entire Branch for Sales, Marketing & Operation of Group International Tour
- Design Brochure for Group and FIT Tours
- Negotiated Quotes for Group & Fit Tours with Local Suppliers
- Co-ordinate With Airlines for Group Air Fares & Group Airline Blocks
- Arranged Audio – Visual Show for Prospective Customers for Europe, USA, South Africa, Australia – New Zealand & Other International Destination
Director Sales & Marketing
HEENA HOLIDAYS PVT LTD
10.2004 - 05.2009
- Set Up the Entire International Division of Heena Holidays Pvt Ltd
- Headed 60 Members Team, Right from Making Passport, To Assist in Visa, Design Group & Fit Tour Itinerary, Looking After Group Block of Airline, Also Did Operation of International Group & Fit Tour
- Design Print Media Advertisement
- Negotiated Rates with Suppliers for Different Group & Fit Tours
Sales & Marketing Manager
SHREE RAJ TRAVELS & TOURS LTD
05.1991 - 11.2003
- Specialized In Telecalls & In Person Enquiries of Prospective Clients, Planning to Go on International Tours in Groups or On Individual Basis
- Handled Big Group of MICE To Europe, USA, South Africa, Far East & Many More Destination
- Escorted Groups Of 25 To 30 Persons to Far East, Europe, USA, Australia – New Zealand
- Visited Different Tourist Destination on FAME Tours
Education
Bachelor of Arts - commerce & economics
Mumbai University, Mithibai College of Commerce & Economics
Mumbai, India03.1991
Diploma - Computer Programming
Apple Leasing Industries Ltd
Mumbai, India11.1992
Skills
- Troubleshooting
- Network Configuration
- Python
- MS Windows
- Microsoft Office
- Customer service
- Problem Solving
- Time Management
- Critical Thinking
- Teamwork
Timeline
Personal Banking Consultant
Lakeland Bank
01.2024 - 08.2025
Branch Head
Sheetal Tours & Travels LLC
08.2019 - Current
Director
SHEETAL HOLIDAYS PVT LTD
09.2009 - 07.2019
Director Sales & Marketing
HEENA HOLIDAYS PVT LTD
10.2004 - 05.2009
Sales & Marketing Manager
SHREE RAJ TRAVELS & TOURS LTD
05.1991 - 11.2003
Bachelor of Arts - commerce & economics
Mumbai University, Mithibai College of Commerce & Economics
Diploma - Computer Programming
Apple Leasing Industries Ltd
Similar Profiles
Ayush ShahAyush Shah
Content Management Specialist at Lakeland BankContent Management Specialist at Lakeland Bank
Uma Hariharasubramonia IyerUma Hariharasubramonia Iyer
Personal Banking Consultant at Lakeland BankPersonal Banking Consultant at Lakeland Bank
Jessica ColonJessica Colon
Wire Transfer Specialist at Lakeland BankWire Transfer Specialist at Lakeland Bank