Summary
Overview
Work History
Education
Skills
Timeline
OperationsManager

DEEPTI PATEL

Rock Hill,SC

Summary

Goal-oriented Quality/Business Analyst who successfully assists companies by developing and implementing relevant frameworks for improving operational standards, team organization and employee engagement strategies. Proactive and personable leader with top-notch skills in streamlining information, prioritizing tasks and approaching issues with analytical mindset. Bringing over 7 years of experience and demonstrated track record of establishing successful teams delivering excellent customer experience in IT and Finance domains.

Overview

17
17
years of professional experience

Work History

Financial Advisor

World Financial Group Wfg
Rock Hill, SC
11.2022 - Current
  • Consulting with clients to assess and meet short- and long-term financial goal
  • Interviewing clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans
  • Advising customers on advantages and disadvantages of different product decisions in alignment with individual needs
  • Developing and deepening relationships with new and existing clients to advance progress and improve business.

Quality Consultant

Zycus
Mumbai, Maharashtra
08.2017 - 06.2020

· Improved CSAT scores from 60% to 90% in a span of 9 months, took first time resolution scores to 90% and above, improved SLA adherence from 70% to 90% and above across all regions and across all service channels. (calls/emails/chats)

· Compared and analyzed actual to expected results and reported deviations for resolution.

· Conducted gap analysis of various business processes contributing to learning solutions and change management processes.

· Inspected, removed and replaced redundant processes to minimize workflow disruptions and facilitate agile software development

· Reorganized and revised standard operating procedures to streamline processes to ensure business continuity and improve communication and collaboration.

· Led CEO and daily scrums, enterprise client meetings to track the project deliverables and eliminate any bottlenecks to adhere to client SLA’s for timely and qualitative release cycles.

· Learned new testing methods through continued education and research.

· Produced test scripts for new automated software testing rounds using Selenium, Jira.

· Trained end users on software and hardware functionality, best practices and protocols.

· Worked with off-site teams to complete timely UAT tests and fostered agile culture of analytical thinking and precision to diagnose quality issues.

· Collaborated with stakeholders to identify, investigate and verify complex records and potential risk issues.

· Developed process manuals, release notes, configuration notes to assist in knowledge management initiatives of the projects.

· Developed Service CatLog to prioritize L1, L2 tickets to adhere to ITIL incident and problem management processes, thereby improving adherence to client SLA’s.

Senior Quality Assurance Analyst

Ocwen Financial
Mumbai, Maharashtra
03.2013 - 10.2016

· Completed transactional audit checks across different service channels (calls/emails/chats/letters) to assess the conformance to quality standards

· Coached and offered improvement insight to team of 20 analysts, boosting efficiency in Quality Assurance department.

· Monitored recorded calls, gave audit feedbacks, mentored and coached front line associates to deliver excellent customer experience while answering mortgage servicing queries.

· Diverse experience of compliance adherence in US mortgage servicing domain across processes like customer service, collections, loan resolutions, underwriting, liquidation resolutions etc.

· Identified troublesome processes which deviated from quality standards and recommended corrective actions. Improved quality adherence from 85% to 95% annually, by driving incremental changes on monthly basis.

· Conducted calibrations across business units and ensured that the process deviations remain within acceptable threshold of less than 3%.

· Maintained up-to-date knowledge of company and federal regulations to drive product quality, consistency and compliance.

· Spearheaded the revamp of QA scorecard to comply with the changing federal regulations and delivered excellent results by completing the change process successfully.

· Created, edited and updated process manuals and technical documentation used by entire QA team.

· Compiled data on quality issues and vulnerabilities and reported findings with suggestions for improvement.

Customer Relations Advisor

Three UK
Mumbai, Maharashtra
12.2010 - 10.2012
  • Consulted with customers to resolve service and billing issues pertaining to mobile/telephone subscription and network
  • Upheld privacy and security requirements for customer information
  • Cultivated impactful relationships with customers and drove business development by delivering product knowledge and providing upgrades to tariff plans and mobile handsets
  • Delivered solution-based strategies to customers to solve pending issues on accounts
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries
  • Coached and motivated new employees, driving performance development within team
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support
  • ( AHT of 3 min, average number of calls 75/day, QA scores 95% and above )
  • Referred unresolved customer grievances to designated departments for further investigation
  • Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas
  • Collaborated with multiple cross functional teams to solve pending issues of customers within the TAT thereby improving service level adherence.

Process Leader

Firstsource Solutions
Mumbai, Maharashtra
02.2006 - 12.2010

· Led the team of 15-20 front line customer service associates responsible for answering billing and service related queries pertaining to direct to home satellite services.

· Maintained 0% attrition for successive 8 quarters thereby increasing ROI for the Organization. (2009-2010)

· Outshone as the team of the year by consistently overachieving the monthly team KPI’s for successive four quarters in the year 2009.

· Organized shift assignments to meet expected coverage demands by factoring in typical volumes and upcoming schedule changes.

· Delivered fast, friendly and knowledgeable service for routine questions and service complaints thereby improving customer experience.

· Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.

· Demonstrated excellent communication skills in resolving product and consumer complaints.

· Assisted staff with resolving complex customer issues and implementing targeted solutions which improved FTR adherence from 70% to 90% and above.

· Evaluated employee job performance and motivated staff to improve productivity.

· Upheld quality control policies and procedures to increase customer satisfaction.

· Delivered continuous training to associates to maximize performance and customer relations skills.

· Monitored phone calls/emails/letters/chats to provide feedback and coaching.

· Set clear expectations and helped employees pursue optimal paths for achieving each target.

· Led team engagement to assist cross-functional departments and achieve goals.

Rolled out operational improvements and solutions to deliver top-notch customer service.

Education

MBA - Operations Management

Narsee Monjee Institute of Management Studies
10.2013

Bachelor of Engineering - Biomedical Engineering

Mumbai University
06.2004

Skills

  • Business Modeling and Business Mapping
  • Business process improvement
  • Requirements gathering
  • User acceptance testing
  • Issue resolution, RCA and CAPA
  • Framework development
  • Software system testing
  • Agile Methodologies
  • Mentoring and training
  • Performance and Knowledge Management
  • Statistical analysis
  • Collaboration, Learning

Timeline

Financial Advisor

World Financial Group Wfg
11.2022 - Current

Quality Consultant

Zycus
08.2017 - 06.2020

Senior Quality Assurance Analyst

Ocwen Financial
03.2013 - 10.2016

Customer Relations Advisor

Three UK
12.2010 - 10.2012

Process Leader

Firstsource Solutions
02.2006 - 12.2010

MBA - Operations Management

Narsee Monjee Institute of Management Studies

Bachelor of Engineering - Biomedical Engineering

Mumbai University
DEEPTI PATEL