ARNAV PATEL
Raebareli
Summary
Results-driven Financial Associate at PW with expertise in MS Excel and strong analytical skills. Successfully managed end-to-end loan processing, enhancing customer satisfaction through effective communication and issue resolution. Proactively streamlined operations by coordinating with cross-functional teams, ensuring timely disbursals and minimal errors in loan applications.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Associate
PW
11.2024 - Current
- Managed end-to-end loan processing, including data entry, document verification, eligibility assessment, and ensuring timely disbursals with minimal errors.
- Handled client interactions across the loan lifecycle, addressing queries, resolving issues, and maintaining high levels of customer satisfaction.
- Maintained and analyzed loan data using Excel, including the creation of tracking dashboards to monitor application status and TAT.
- Coordinated with internal teams (credit, operations, legal) to streamline loan applications, and flag exceptions proactively.
- Also managed end-to-end e-mandate setups, installment processing, and collection through ECS, other than loan.
Education
Master of Business Administration - Marketing & IT
Babu Banarasi Das Institute of Technical And Management
Lucknow04-2023
Bachelor of Science - Information Technology (IT)
Shri Ramswaroop Memorial University
Lucknow07-2021
Intermediate -
VPSIC Chandauli
Rae Bareli01.2018
High School -
BSS Publish School
Rae Bareli05-2015
Skills
- MS Excel
- MS Word
- MS Power Point
- Analytical
- Flexible
- Communication
- Multi-Tasking
- Team Work
- Project Management
Certification
• MS Excel (Core and Advanced), OJD, 2022
• Digital Marketing (With Project), Digipodium, 2022
• Google Search Ad, Google, 2022
• Digital Marketing (With Project), Digipodium, 2022
• Google Search Ad, Google, 2022
Languages
- English
- Hindi
Websites
Timeline
Financial Associate
PW
11.2024 - Current
Master of Business Administration - Marketing & IT
Babu Banarasi Das Institute of Technical And Management
Bachelor of Science - Information Technology (IT)
Shri Ramswaroop Memorial University
Intermediate -
VPSIC Chandauli
High School -
BSS Publish School