Dedicated Team Leader with expertise in quality assurance initiatives, issue resolution and interpersonal communication. Proficient with project management, personnel training and production scheduling. Sets example for work ethic, punctuality and quality.
Overview
9
9
years of professional experience
Work History
Coordination Team Lead
Translucent US
Remote
05.2023 - Current
Coordinated daily operations to ensure efficient workflow and team collaboration with Pure Storage, Inc., implementation engineers, and customers.
Mentored junior staff to enhance skills, and promote best practices to ensure customer satisfaction. While communicating between teams to align goals and expectations.
Developed training materials for onboarding new team members effectively.
Facilitated communication between teams to align goals and expectations.
Delegated daily tasks to team members to optimize group productivity. There are many roles and touchpoints within the coordination department, so ensuring productivity is at its highest while in a remote work setting is very important.
Utilizing Google resources, as well as SalesForce, KeyedIn, and Skyline.
Credit Support Officer
Citizens Business Bank
Ontario, CA
08.2022 - 05.2023
As the Credit Support Officer, I assist the area manager and relationship manager in submitting commercial loans for underwriting and documentation. I work closely with clients to collect financial information and review federal and state documentation for financial and legal verification within the company's policies and procedures.
Treasury management Specialist
Farmers and Merchants Bank
Lodi, CA
03.2022 - 08.2022
As a Treasury Management Specialist, I was responsible for over 100 business customers in the Bay Area territory. I assist in all treasury-related needs, including ACH, wires, RDC, Positive Pay, and online banking. I also assist with analysis accounts and analysis fees regarding services. I also assist in daily tasks, such as collecting certifications due for RDC customers, and any renewals needed for our ACH customers.
eService Specialist
Farmers and Merchants Bank
Lodi, CA
01.2021 - 03.2022
Resource for the Central Operations Department in creating online banking profiles for all customer types, including consumers and businesses. In addition to creating online banking profiles, I review mobile deposits, assist the call center with customer service calls and issues, complete incoming wires as needed, monitor all treasury management products, including ACH for all business customers, and manage scheduling for four additional team members within the department.
BSA Specialist
Oak Valley Community Bank
Oakdale, CA
07.2018 - 12.2020
Responsible for operational support duties of the BSA Department, such as CTR filings and OFAC scans. Ensure adherence with BSA policy and procedures to comply with all applicable state and federal laws and regulations. I Utilize Abrigo software for research and analysis of potential suspicious activity.
New Accounts Representative
Oak Valley Community Bank
Oakdale, CA
04.2017 - 07.2018
Opened and maintained all account types.
Interviewed customers to obtain information and explain available financial services.
Conducted risk assessments and due diligence reviews at account opening and as needed.
Obtained Notary license (effective 09/18/2018) to serve as a notary public on behalf of the Bank.
Customer Service Representative
Oak Valley Community Bank
Oakdale, CA
01.2017 - 04.2017
Processed teller transactions and maintained safe cash handling practices.
Acquired purpose of transactions through customer.
Led cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals LtdLed cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals Ltd
HR Coordinator (Service Team Coordination, Team HR) at Sree Mahavir EnterprisesHR Coordinator (Service Team Coordination, Team HR) at Sree Mahavir Enterprises
Team Lead Care Coordination/ Dispatch/Escalation Supervisor at GMR/then Mtm (access 2 care)Team Lead Care Coordination/ Dispatch/Escalation Supervisor at GMR/then Mtm (access 2 care)