Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Languages
Timeline
Generic

IZBA TAHIR

Linden

Summary

Economics graduate with expertise in financial markets, risk management, and client relations. Demonstrated proficiency in financial data analysis and MS Office, supporting transaction origination and marketing efforts. Experienced in creating marketing materials, conducting industry research, and contributing to strategic analysis. Strong communication skills enhance collaboration and project execution.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Banking Associate

TD Bank
Princeton
09.2024 - 10.2025
  • Reviewed consumer, mortgage, and small business lending documentation in compliance with regulatory requirements.
  • Analyzed customer financial data in Excel to support lending decisions and account monitoring.
  • Built and maintained Excel trackers to improve turnaround times and reporting consistency.
  • Partnered with compliance and operations teams to resolve documentation gaps and exceptions.

Research Consultant

iSAW International
Montclair
10.2025 - 12.2025
  • Conducted market and financial research and summarized findings into stakeholder-ready insights.
  • Coordinated deliverables and ensured data accuracy and quality control.
  • Performed citation and consistency reviews for final presentations.

Patient Relations Specialist

ConnectiveRx
Whippany
04.2024 - 05.2024
  • Managed high-volume case documentation and resolved discrepancies across systems.
  • Documented outcomes and supported service-level targets through effective follow-up.

Client Transportation Consultant

Uber Technologies
New York
01.2020 - 12.2023
  • Delivered reliable, time-sensitive client service while managing logistics independently.

Administrative Assistant

City College of New York
New York
02.2018 - 10.2019
  • Coordinated exams and lectures for 300+ medical students.
  • Organized administrative and financial records, improving filing efficiency.

Education

Bachelor of Arts - Economics

Montclair State University
Montclair, NJ
01.2026

Skills

Banking & Credit Operations Lending Documentation Review KYC/AML Compliance Regulatory & Risk Controls Financial Data Analysis Microsoft Excel (Advanced) PowerPoint Presentation Skills Risk Management Strategies Consumer Lending Expertise Business Lending Solutions Financial Advisory & Sales Strategies Wealth Management Referrals

Certification

Bloomberg Market Concepts • Bloomberg Spreadsheet Analysis • Fidelity International Investment Management Simulation • Certified Cryptocurrency Trader

Affiliations

American Bankers Association • Finance Society • Accounting Society • National Society of Leadership and Success

Languages

English • Urdu • Arabic • Hindi • Punjabi

Timeline

Research Consultant

iSAW International
10.2025 - 12.2025

Banking Associate

TD Bank
09.2024 - 10.2025

Patient Relations Specialist

ConnectiveRx
04.2024 - 05.2024

Client Transportation Consultant

Uber Technologies
01.2020 - 12.2023

Administrative Assistant

City College of New York
02.2018 - 10.2019

Bachelor of Arts - Economics

Montclair State University
IZBA TAHIR