Mojgan "Margie" Majdy

Work History

Sr. Advocacy Coordinator (Corp)

Capital One Financial Corp

04.2022 - Current

Managed customer complaints from receipt right through to resolution
Supported customers and resolved their concerns as quickly and efficiently as possible
Investigated each case to find the best solution to the dispute for customer and company
Understood industry regulations and their impact on possible resolution scenarios
Drove dispute resolutions for complex issues using effective problem-solving techniques
Reviewed and analyzed disputes to objectively assess situations from legal perspective
Drafted documents and gathered signatures to provide official documentation of agreed-upon solutions
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
Proved successful working within tight deadlines and fast-paced atmosphere
Used critical thinking to break down problems, evaluate solutions and make decisions

Funding Analyst

Capital One Financial Corp

07.2020 - 04.2022

Recommended loan approvals and denials based on customer loan application reviews.
Successfully closed average of 25 loans per month.
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Reviewed over 50 financial statements per month.
Reviewed, processed, closed and administered customer loan proposals.
Explained very technical financial information to applicants in easy to understand language.
Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
Observed all regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.

Operations Manager

Traversa Solutions

08.2015 - 09.2019

Traversa Solutions is an integrator of technology into multi-vendor environments enabling value-added resellers and product manufacturers to confidently expand their business by providing high level network engineering services.
Liaised between 30 support staff, operations, and systems areas for problem resolution and proactive process improvements including end-to-end new process development/enhancements.
Principal in transition from Autotask to ConnectWise, implemented training and rollout including inventory management module.
Created primary financial plan and model while working with CFO, realizing a 30% net increase in YoY revenues.
Led recruiting and staffing efforts while streamlining talent acquisition and management, allowing a 500% increase in staff.
Extensive experience in Accounts Payable/Receivable in varied industries.
Ability to resolve payment discrepancies and disputes.
Excellent verbal and written communication skills.
Highly familiar with Microsoft Office applications.
Proficient in QuickBooks online, desk top and payroll.
Comfortable working in high volume/fast paced environment.
Partnered with vendors and suppliers to effectively manage and budget for large IT projects.
Handled high-volume paperwork and resolve invoicing and shipping problems.
Liaised between warehouse personnel / drivers and customer to accomplish delivery requirements.
Maintained excellent working relationships with customers by efficiently responding to inquiries and complaints concerning work orders, invoices and shipments,.
Planned and supervised shipments from production to end-user and scheduled daily and weekly routes.
Monitored, tracked and reported on transportation costs, damaged goods, back orders.

Administrative Coordinator

Texas Tax Group

01.2010 - 01.2014

Texas Tax Group offers a comprehensive range of state tax advisory and consulting services on a multi-jurisdictional basis including but not limited to audit defense, tax appeals, tax compliance, tax recovery, tax credits and incentives and strategic planning.
Coordinated and managed relations between company executives and department operations heads and managers.
Created and managed multiple schedules to ensure efficient company operations at executive level.
Lead development of Marketing and Communications operations and worked to create new client relationships resulting in dramatic sales increases.
Managed travel planning as well as expense reporting for multiple principals.
Made inbound and outbound calls as well as relayed multiple message formats on a daily basis.
Worked closely in a tax auditing and compliance setting, including managing incoming and outgoing correspondences between state and client(s).

Sales and Office Manager

Green Carpet & Flooring

01.2005 - 01.2010

Green Carpet & Flooring is a premier environmentally friendly home improvement company focusing on exceptional quality work.
Created and implemented an accounting and inventory reporting system that streamlined business operations and increased profitability.
Managed daily call volume as well as provided message support to all staff.
Tracked and managed calendars and schedules.
Utilized advanced background in Microsoft Office as well as QuickBooks to manage business efficiency and profitability.
Responsible for all aspects of reporting and filing state and federal taxes.
Organized all promotional events and campaigns.

Summary

Overview

Work History

Sr. Advocacy Coordinator (Corp)

Funding Analyst

Operations Manager

Administrative Coordinator

Sales and Office Manager

Education

Computer Science

Skills

Timeline

Similar Profiles

Ronide FleurantusRonide Fleurantus

Saghar ShamsoldiniSaghar Shamsoldini

Laura TrejoLaura Trejo

Daniel WalkerDaniel Walker

Joseph DubskiJoseph Dubski