Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Neha Neha

Middletown,NY

Summary

Dynamic financial professional with strong customer relationship-building skills. Experienced in loan processing, data entry, and compliance support. Committed to enhancing client satisfaction and operational efficiency.

Overview

3
3
years of professional experience

Work History

Financial Partner II

Heritage Financial Credit Union
Middletown, NY
11.2024 - Current
  • Maintained comprehensive knowledge of banking products to effectively address client needs.
  • Trained new staff on operational procedures and best practices in customer service.
  • Supported compliance efforts by conducting routine audits of transactions and documentation processes.
  • Managed customer service inquiries and pinpointed and implemented proper path to resolution.
  • Managed high-volume transactions accurately, ensuring minimal discrepancies in daily reconciliations.
  • Processed loan applications and maintained accurate documentation throughout approval stages.
  • Collaborated with underwriters to resolve issues and expedite loan processing timelines.

Shift Manager

Popyes
211 Middletown NY
06.2023 - 11.2024

handling cash

  • Supervised daily operations to ensure smooth workflow and adherence to safety protocols.
  • Trained and mentored new team members on operational procedures and equipment usage.
  • Coordinated shift schedules to optimize staff coverage during peak hours.
  • Monitored inventory levels and initiated orders to maintain stock availability.
  • Resolved customer complaints promptly, ensuring high satisfaction levels.

Education

Master of Science - Accounting And Finance

Kurukshetra University
Kurukshetra
05-2017

Skills

  • Customer relationship building
  • Performance analysis
  • Taking calls from members
  • Loan processing
  • Data entry
  • Cash handling and management
  • Excellent time management skills
  • Compliance, banking laws, and regulations
  • Excellent time management skills
  • Compliance, banking laws, and regulations

Languages

Hindi Native or Bilingual
English Full Professional

Timeline

Financial Partner II

Heritage Financial Credit Union
11.2024 - Current

Shift Manager

Popyes
06.2023 - 11.2024

Master of Science - Accounting And Finance

Kurukshetra University