Summary
Overview
Work History
Education
Skills
Accomplishments
Awards
References
Timeline
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Dimple Rao

Rosenberg,Texas

Summary

Experienced professional with 20+ years in business administration, excelling in customer service and financial management. Proficient in MS Excel, Salesforce, and other industry-specific software, consistently recognized for enhancing team performance and exceeding company expectations. Demonstrates a strong commitment to accuracy, compliance, and operational efficiency, driving significant improvements in service quality and client satisfaction.

Overview

8
8
years of professional experience

Work History

UNDERWRITING ASSISTANT - PROPERTY ONSHORE

Starr Insurance
09.2023 - 02.2024
  • Streamlined policy documentation processes, enhancing operational efficiency and data accuracy for renewals and new business in Salesforce and CAT model on Risk Management System (RMS)
  • Ensured policy transactions, quotes and renewals were issued timely and all changes documented and recorded accurately
  • Created and maintained detailed loss run reports, ensuring precise documentation of claims history and policy terms
  • Assembled Policy Wordings such as manuscript and benchmark policies by collecting proper endorsements
  • Facilitated seamless communication between underwriters and brokers, resolving procedural issues and ensuring policy accuracy
  • Supported Global Operations by ensuring smooth policy fronting processes, contributing to team success and operational excellence
  • Enhanced data accuracy in policy renewals by implementing rigorous quality checks
  • Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
  • Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.

CREDIT DELIVERY ANALYST - HOMEBUILDER AND COMMUNITY FINANCE

Texas Capital Bank
10.2021 - 04.2023
  • Recognized as a top performer for consistently meeting or exceeding company targets for on-time deliveries and customer satisfaction ratings.
  • Supported Homebuilder Finance and Community with daily tasks, ensuring timely withdraws and distributions on The Construction Loan system, maintaining high financial standards and enhancing operations efficiency
  • Executed critical pipeline fundings ensuring accurate addition of lot or vertical constructions on borrower’s global inventory, Line of Credit, along optimizing financial capacity when booking high dollar loans
  • Monitored critical pipeline fundings, ensuring accurate addition of lots and verticals to borrower’s inventory, optimizing financial capacity
  • Reviewed loan agreements and modifications, enhancing compliance and accuracy with loan closers
  • Partnered closely with cross-function teams such as land appraisers, builder inspectors, document controller, loan operations, relationship managers, and V.P
  • Of Line of Business to streamline loans processing workflows, improve client satisfaction and boosting operational efficiency by 20%
  • Conducted detailed reconciliation of financial transactions, ensuring adherence to regulatory standards and internal policies for auditors
  • Enhanced client satisfaction by liaising with title companies, escrow officers, and legal teams, resolving issues efficiently and maintaining high service standards
  • Mentored new analysts, significantly improving team performance and knowledge retention through participating in training programs.


PERSONAL BANKER I

Wells Fargo Bank N.A.
01.2016 - 10.2021
  • Managed client accounts, boosting customer satisfaction by 18% through exceptional service
  • Provided dedicated support to high-net-worth clients, achieving an increase in client retention
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to high net-worth clients.
  • Facilitated partnerships with Merchant Sales Representative and local businesses, expanding community outreach and increasing client engagement by 10%
  • Partnered with Premier Bankers, Financial Advisors and Business Advisory Specialists to provide comprehensive financial solutions as per clients needs
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Conducted daily cash vault balancing, minimizing risks under established policies
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Executed detailed market analysis to identify growth opportunities, contributing to increase in new account openings and/or loans
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Trained new personal bankers, elevating team performance and service quality.

Education

Business Administration -

Houston Community College
Houston, TX

Fashion Merchandising -

Houston Community College
Houston, TX

Lee High School

Skills

  • Sales Support
  • Client communication
  • Process Improvement
  • Document and Reporting
  • Risk Management
  • Financial Standards
  • MS Excel
  • Salesforce
  • SPARC
  • Nautilus

Accomplishments

2019 Community Bank Golden Spoke Champion - Exceptional Service & Outstanding Performance (Top 4% National Award, Wells Fargo Bank)


2018 Branch Team Member Semi-Annual Recognition Q3-Q4 2018, Regional Award


2018 Branch Team Member Semi-Annual Recognition Q1-Q2 2018, Regional Award.

Awards

  • 2019 Community Bank Golden Spoke Champion – Exceptional Service & Outstanding Performance (Top 4th Percentile Regional Award, Wells Fargo Bank N.A.)
  • 2018 Branch Team Member Semi Annual Recognition Q3-Q4 2018, Regional Award.
  • 2018 Branch Team Member Semi Annual Recognition Q1-Q2 2018, Regional Award.

References

  • Shaquia Middleton, Financial Analyst at Sysco, 832.618.8147
  • Amber Gearing, Credit Delivery Analyst at Texas Capital Bank, 832.607.4022
  • Erik Mosher, Business Technology Support Analyst at Syco, 346.366.3905

Timeline

UNDERWRITING ASSISTANT - PROPERTY ONSHORE

Starr Insurance
09.2023 - 02.2024

CREDIT DELIVERY ANALYST - HOMEBUILDER AND COMMUNITY FINANCE

Texas Capital Bank
10.2021 - 04.2023

PERSONAL BANKER I

Wells Fargo Bank N.A.
01.2016 - 10.2021

Business Administration -

Houston Community College

Fashion Merchandising -

Houston Community College

Lee High School

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