
Certificate of professional competence
<ul><li>Skilled Customer Service Representative supporting the SBA contract at Upslope Advisors, with a proven track record of resolving complex escalated inquiries, routing requests accurately, and delivering policy-compliant solutions while consistently exceeding performance metrics.</li><li>Respond to escalated customer inquiries via phone or email related to SBA programs (e.g., Disaster Loans, PPP, EIDL).</li><li>Assess customer requests and route them to the appropriate department or specialist based on the nature of the inquiry.</li><li>Analyze customer concerns and provide accurate, case-specific solutions in a timely and professional manner.</li><li>Interpret and explain SBA procedures and regulatory guidelines clearly to customers with varying levels of understanding.</li><li>Document all customer interactions thoroughly and accurately in the SBA’s case management system.</li><li>Escalate unresolved or highly complex issues to Tier 3 support or the appropriate technical teams.</li><li>Meet or exceed performance metrics, including first-call resolution, response time, and customer satisfaction.</li><li>Stay current on SBA policies and federal program changes through required training and regular internal updates.</li></ul> at Upslope Advisors<ul><li>Skilled Customer Service Representative supporting the SBA contract at Upslope Advisors, with a proven track record of resolving complex escalated inquiries, routing requests accurately, and delivering policy-compliant solutions while consistently exceeding performance metrics.</li><li>Respond to escalated customer inquiries via phone or email related to SBA programs (e.g., Disaster Loans, PPP, EIDL).</li><li>Assess customer requests and route them to the appropriate department or specialist based on the nature of the inquiry.</li><li>Analyze customer concerns and provide accurate, case-specific solutions in a timely and professional manner.</li><li>Interpret and explain SBA procedures and regulatory guidelines clearly to customers with varying levels of understanding.</li><li>Document all customer interactions thoroughly and accurately in the SBA’s case management system.</li><li>Escalate unresolved or highly complex issues to Tier 3 support or the appropriate technical teams.</li><li>Meet or exceed performance metrics, including first-call resolution, response time, and customer satisfaction.</li><li>Stay current on SBA policies and federal program changes through required training and regular internal updates.</li></ul> at Upslope Advisors
<ul> <li>Managed and prioritized service requests to meet customer deadlines and expectations. Maintain detailed written records, and provide audit reports on customer equipment. Update asset databases and other internal systems. Rack and stack customer equipment in data center environments, and install circuits requiring advanced fiber terminations using a fusion splicer. Set up telecom cabinets, fiber trays, and cage wiring for customer equipment. Perform installation, testing, and modification of cross-connects, including coax, fiber, twisted pair copper, and other cabling, according to SOPs. Support standard data center cross-connect work orders (installs, terminations, modifications). Install 'across-connect' circuits, such as switched or multiplexed circuits. Troubleshoot fiber and copper circuits, and collaborate with the networking team as needed. Work with customers to resolve issues, supporting standard testing and installations of their assets. Regularly communicate with customers, providing updates and troubleshooting support. Deliver exceptional customer service, and raise any issues to the appropriate teams. Provide on-site support, including access control, and escorting services for customers. Support customers with inbound and outbound shipments, including inventory management, and staging.</li> </ul> at Equinix Data Center<ul> <li>Managed and prioritized service requests to meet customer deadlines and expectations. Maintain detailed written records, and provide audit reports on customer equipment. Update asset databases and other internal systems. Rack and stack customer equipment in data center environments, and install circuits requiring advanced fiber terminations using a fusion splicer. Set up telecom cabinets, fiber trays, and cage wiring for customer equipment. Perform installation, testing, and modification of cross-connects, including coax, fiber, twisted pair copper, and other cabling, according to SOPs. Support standard data center cross-connect work orders (installs, terminations, modifications). Install 'across-connect' circuits, such as switched or multiplexed circuits. Troubleshoot fiber and copper circuits, and collaborate with the networking team as needed. Work with customers to resolve issues, supporting standard testing and installations of their assets. Regularly communicate with customers, providing updates and troubleshooting support. Deliver exceptional customer service, and raise any issues to the appropriate teams. Provide on-site support, including access control, and escorting services for customers. Support customers with inbound and outbound shipments, including inventory management, and staging.</li> </ul> at Equinix Data Center
<ul><li>Generating leads and convert them into valuable customers</li><li>Identify customer needs and recommend solutions that fit customer requirements the best</li><li>Help in completing the procedure necessary for processing the purchase of the policy Keep in touch with customers to ensure that their policy service requests are managed properly</li><li>Making the customer aware of all the product information and the benefits which the company offers</li></ul> at ICICI PRUDENTIAL LIFE INSURANCE<ul><li>Generating leads and convert them into valuable customers</li><li>Identify customer needs and recommend solutions that fit customer requirements the best</li><li>Help in completing the procedure necessary for processing the purchase of the policy Keep in touch with customers to ensure that their policy service requests are managed properly</li><li>Making the customer aware of all the product information and the benefits which the company offers</li></ul> at ICICI PRUDENTIAL LIFE INSURANCE
<ul> <li>Assigned and reviewed daily net asset value calculations performed by Senior Fund Accountant.</li> <li>Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.</li> <li>Tracked progress on projects and provided timely feedback to staff members.</li> <li>Participated in recruitment efforts by interviewing prospective candidates for open positions.</li> <li>Ensured timely and accurate responses to client inquiries, managing quality of deliverables.</li> <li>Created staff allocation plans based on activity SLAs, assisting with internal and external queries.</li> <li>Facilitated successful completion of new client onboarding and fund launches.</li> <li>Reviewed administrative and accounting procedures, recommending solutions for efficient NAV production.</li> <li>Provided leadership through training, coaching, and supervision of staff members.</li> <li>Performed end-of-day reports and signed off on net asset valuations.</li> <li>Monitored employee productivity levels on a regular basis to identify areas of improvement.</li> <li>Directed and supervised team of 15 employees in daily operations.</li> <li>Monitored employee productivity to provide constructive feedback and coaching.</li> <li>Identified opportunities for process improvements, leading to cost reductions and increased productivity.</li> <li>Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.</li> </ul> at CIBC Mellon Global Securities Inc<ul> <li>Assigned and reviewed daily net asset value calculations performed by Senior Fund Accountant.</li> <li>Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.</li> <li>Tracked progress on projects and provided timely feedback to staff members.</li> <li>Participated in recruitment efforts by interviewing prospective candidates for open positions.</li> <li>Ensured timely and accurate responses to client inquiries, managing quality of deliverables.</li> <li>Created staff allocation plans based on activity SLAs, assisting with internal and external queries.</li> <li>Facilitated successful completion of new client onboarding and fund launches.</li> <li>Reviewed administrative and accounting procedures, recommending solutions for efficient NAV production.</li> <li>Provided leadership through training, coaching, and supervision of staff members.</li> <li>Performed end-of-day reports and signed off on net asset valuations.</li> <li>Monitored employee productivity levels on a regular basis to identify areas of improvement.</li> <li>Directed and supervised team of 15 employees in daily operations.</li> <li>Monitored employee productivity to provide constructive feedback and coaching.</li> <li>Identified opportunities for process improvements, leading to cost reductions and increased productivity.</li> <li>Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.</li> </ul> at CIBC Mellon Global Securities Inc