Istuti Agarwal
senior associate
Summary
Experienced Senior Associate driven to optimize processes and streamline operations for team efficiency. Decisive leader with an analytical and flexible approach to solving problems.
Hardworking Senior Associate enthusiastic about taking on exciting new challenges within the new process. Dynamic communicator with a disciplined approach.
Selected as a SME for the process. Also manages team in the absence of manager . Also provide training and new updates to the team .
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Associate
Bank Of America
2021.01 - Current
- Verify documents and funds the loans
- Provide feedback to the stateside for the missing document
- Direct communication to the LOB
- Provide training to the team
- Developed comprehensive training programs, resulting in improved employee skillsets and increased productivity.
- Drafted common document templates to reduce time spent creating documents from scratch.
- Skilled at working independently and collaboratively in a team environment.
- Applied effective time management techniques to meet tight deadlines.
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Trained and supervised employees on office policies and procedures.
- Worked varied hours to meet seasonal and business needs.
- Generated reports and presentations for senior management.
Education
Bachelor of Commerce - Commerce
MJPRU
Bareilly, India 2001.04 -
Skills
Interpersonal Communication
Adaptability and Flexibility
Financial Management
Multitasking
Active Listening
Problem-solving abilities
Meeting planning
Financial Management
Accomplishments
Received women achiever award for taking participate in Employee Engagement team .
Vertically promoted from associate to SME and provides training to the team .
Certification
Business analyst
Timeline
Business analyst
2023-08
Senior Associate
Bank Of America
2021.01 - Current
Bachelor of Commerce - Commerce
MJPRU
2001.04 -