ARPITA SARDAR

Currently, I am working for McDonald's Real Estate Taxation Process for Canada (Since, Oct 2023).

Responsibilities :-

• Getting invoices for Property Tax, Municipal Tax and School Tax thru GMB and DMR. Than need to check all the given information and need to do the coding on time so that avoid Penalty and Interest
• Maintaining and Updating the Tax Tracker on a daily basis. For tracking all the status of the Invoices.
• Need to use Special Handling and Cheque Requisition Form as per requirement.
• Contacting Taxing Authority thru email or call for any Clarification regarding the invoices like due dates, Interest or penalty etc.
• Research and Analysis the Invoices for all the components added apart from particular period.
• Preparing few Reports on monthly basis like P&I (Penalty and Interest), Store sales change Report, ARCS Reconciliation, FBI Report, AR Upload.

Bank of the West for US clients in ITP (Image Transaction Process) Process. ( Since, Oct 2018 )

Responsibilities :-

• Worked on individual business projects, applying problem-solving skills to overcome challenges and meet deadlines.
• Created positive, helpful and excellent working environments by offering support and guidance to staff.
• Gained knowledge on mentoring, training and managing own staff by shadowing senior staff.
• Coordinated multiple task and provided cover for emergencies and short-term staff absences.
• Increased customer loyalty by working to resolve any customer issues and maintaining positive interactions.
• Took messages from clients and relayed them to relevant staff promptly.
• Researched issues and compiled reports, presentations and summaries from data.
• Trained and mentored new Joinee and on board them.
• Maintained organized calendar covering team meetings, trips and appointments.

Worked for Wells Fargo for US clients (KYC Process). 2014- 2018

Responsibilities :-

• Receiving scan documents and Forms from branches and need to verifying the customer details.
• Scrutinizing the KYC of Individuals, Operating Entity, NGO, Trust and Public Limited Companies.
• Communicate the branches for additional documents, if needed.
• Checking the details of the Individuals such as DOB, Nationality, Passport, Occupation etc.
• we need to check the documents of Nature of Business, Memorandum of Association, Article of Association, Certification of Incorporation and Board Resolution.

Work flow specialist in Mortgage Validation process for Citi Bank (For US Clients).

Responsibilities :-

• Validating all the customer information, who applied for mortgage from Bank.
• Achieved service time and quality targets.
• Produced high-volume orders to effectively meet customer demand.
• Engaged with customers to better understand needs and deliver excellent service.
• Met month-end reporting objectives and deadlines.
• Supervised team of process associates to enhance accountability, develop professional skills and improve efficiency.

Joined as a CSA (Customer Support Associate) for Vodafone customer care process, after 2years 8 months, got promoted as a Team leader. Than worked as a Team Leader for 1 year 4 months.

Responsibilities :-

• Trained and supervised team to deliver targets.
• Developed open and professional relationships with team members to facilitate effective issue resolution.
• Served as customer service team lead, enforcing company policies, answering co-workers' questions and training new staff.
• Inspired teams to achieve or exceed goals through regular motivation, implementing loyalty incentives and facilitating team-building activities.
• Completed audits and risk assessments to achieve regulatory compliance.
• Closely monitored team performance by conducting observations and tracking key metrics, identifying and managing underachievers appropriately.
• Resolved complex customer enquiries, disputes and complaints.
• Evaluated team performance and provided constructive feedback to improve daily goal achievement.
• Offered constructive feedback to employees in response to quality assurance measures.
• Assisted with team recruitment, interviewing and onboarding.