Pooja Patel
Orlando,FL
Summary
Proven Leader in Credit & Business Operations Management. Successful in driving revenue growth and enhancing customer experience. I've successfully expanded market share and streamlined processes, achieving significant improvements in customer satisfaction and operational efficiency. Collaborative leader with dedication to partnering with co-workers to promote an engaged and empowering work culture.
Overview
18
18
years of professional experience
Work History
Franchise Operations Manager
FYH, LLC
01.2019 - Current
- Adapted business operations during challenging economic times to maintain franchise stability and success.
- Maintain high-quality brand standards across all aspects of the operation including cleanliness, merchandising, customer service, etc.
- Improve customer satisfaction scores by providing exceptional service and addressing concerns promptly.
- Continuously evaluate industry trends and competitor activity to develop strategies designed to maximize market share and drive revenue growth.
- Participate in the community by organizing local events, sponsorships, and charitable initiatives.
- Hire, train and continuously guide team members to maintain high productivity.
- Increase franchisee profitability by implementing cost-saving measures.
- Expanded footprint and executed additional store openings.
- Attend and participate in scheduled company meetings.
- Payroll
- Manage purchasing & sales operations efficiently.
- Monitor daily cash discrepancies and inventory management for audits.
Credit Manager
HD Supply White Cap
05.2012 - 01.2019
- Evaluated complex customer profiles using financial statements, credit reports, credit references, financial statements, and industry data to make informed lending decisions.
- Built a high-performing credit management team with a strong focus on collaboration, accountability, and continuous development.
- Work cross-functionally with sales, management, and other departments to maintain effective operations.
- Partnered with IT and external credit vendors to create an automated credit application online which helped improve credit risk management by implementing effective underwriting policies and procedures.
- Optimized credit approval and improving SLA from 72 business hours to 24 business hours.
- Partnered with legal attorneys to pursue delinquent client accounts.
- Process payroll
Teller Operations Manager
Bank Of America, N.A.
04.2006 - 04.2012
- Managed & developed strategic plans for day-to-day financial teller operations, ensuring accurate and efficient transaction processing.
- Interviewed, hired, and thoroughly training all new hires to ensure smooth on boarding process and readiness.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data for audit control.
- Collaborated with branch management to set performance goals for the teller team, driving continuous improvement and exceeding branch goals.
- Reviewed potential investments & sales opportunities with clients to exceed sales goals.
- Reviewed operational data and forecasting information to help service the branch and client needs.
- Complete and process payroll on an allotted budget.
- Evaluated employee's performance and conducted regular performance evaluations for improvement to enhance operations efficiency and professional development.
- Performed teller and personal banker functions during high-volume business periods to offer fast service to customers.
- Resolved escalated issues with customer transactions.
- Managed and maintained teller cash drawers, vaults, ATMs, and other assets in accordance with bank policies.
- Maintained strong relationships with customers by addressing concerns promptly and professionally, leading to increased customer loyalty.
Education
Bachelor of Science - Accounting
Everest University - Tampa
Tampa, FL08.2009
General Studies
University of South Florida
Tampa, FLSkills
- Operations Management
- Credit Analysis
- Business Analysis
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Multitasking Abilities
- Excellent Communication
- Adaptability and Flexibility
- Customer Service Management
- Payroll Administration and Timekeeping
Timeline
Franchise Operations Manager
FYH, LLC
01.2019 - Current
Credit Manager
HD Supply White Cap
05.2012 - 01.2019
Teller Operations Manager
Bank Of America, N.A.
04.2006 - 04.2012
Bachelor of Science - Accounting
Everest University - Tampa
General Studies
University of South Florida
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