RAJAN G. SAHOTA
Lodi,CA
Summary
Experienced finance leader with over 10 years of expertise in managing complex financial operations, optimizing financial processes, and leading teams to exceed financial goals. Proven track record in regulatory compliance, budgeting, and financial forecasting. Seeking a leadership role to utilize my strategic vision and financial acumen in driving company growth and profitability.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Assistant Manager
Regional Finance
Stockton, CA
03.2023 - 09.2024
- Supervised a team of employees, ensuring efficient operations and adherence to company standards
- Evaluated and processed loan applications, ensuring compliance with financial regulations
- Prepared financial and regulatory reports as required by law and board of directors
- Developed customized financial plans to assist borrowers with debt consolidation and auto financing
- Led efforts to collect outstanding loans, improving recovery rates
Customer Loan Specialist
OneMain Financial
Stockton, CA
11.2016 - 03.2023
- Cultivated and maintained relationships with individual and business customers, addressing any account-related issues
- Examined, evaluated, and processed loan applications, ensuring accuracy and regulatory compliance
- Prepared financial reports required by laws, regulations, or company policies
- Developed financial plans for borrowers focused on debt consolidation and auto financing
- Initiated a successful merchant referral program with local businesses, increasing customer acquisition
Financial Services Banker
Bank of The West
Manteca, CA
12.2015 - 10.2016
- Built and maintained strong relationships with individual and business clients, offering tailored financial solutions
- Processed loan applications and ensured compliance with regulatory standards
- Developed strategies to increase annual sales and improve overall bank performance
- Assisted clients in retirement planning, as well as trust and estate services, offering comprehensive financial advice
Senior Banker
US Bank
Stockton, CA
08.2013 - 11.2015
- Managed customer relationships, resolving issues related to loans and financial services
- Processed loan applications while ensuring adherence to financial and regulatory guidelines
- Assisted clients with account services, including deposits, savings plans, and bond purchases
- Supported branch operations by handling cash deposits and verifying transaction accuracy
Education
General Education - Business
College of the Sequoias
Visalia, CA05.2007
High School Diploma -
Redwood High School
Visalia, CA06.2004
Skills
- Proficient in Microsoft Word
- Proficient in PowerPoint
- Quick learner
- Ability to adapt to diverse work environments
- Strong communication skills
- Resolving customer issues
- Innovative
- Enthusiastic about driving business growth
- Revenue generation
Certification
Insurance Producer
Accident Health or Sickness Life
Motor Club Agent
Effective: 12/6/2023 - 9/30/2025
Timeline
Senior Assistant Manager
Regional Finance
03.2023 - 09.2024
Customer Loan Specialist
OneMain Financial
11.2016 - 03.2023
Financial Services Banker
Bank of The West
12.2015 - 10.2016
Senior Banker
US Bank
08.2013 - 11.2015
General Education - Business
College of the Sequoias
High School Diploma -
Redwood High School
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