Kavitha Lakshmi M

• Initially, I served as a Contract Admin, where I screened and scrutinized application requests to process valid funding applications.
• I was then elevated to Operations Analyst, by joining the Direct Sales team to handle in-house deals by preparing and sending contracts with approved financial terms. My experience also includes working on the Salesforce platform, where I created merchants, updated merchant statuses, and logged offers approved by other ISOs.
• Afterward, I transitioned to the ISO team, where I processed requests for Contract Generation and Status Change. With my team's extended support, we had the opportunity to assist ISO VPs on various additional projects. I also handled ISO Onboarding activities under Raul's guidance.
• Currently, I am part of the Collections & Operations team, where I schedule payments, conduct test debits for collections, and handle legal activities such as generating default and settlement default letters. I work with Convoke to upload and download the necessary documents and manage domestication and garnishment to secure payments from defaulted merchants.

Roles and Responsibilities :

• Accepting the deposits for both cheques and cash-validating deposit slips.

• Processing cash withdrawals and balancing of cheques and cash at the end of every day.

• Handling and performing all the processes regarding branch operations.

• Verifying customers, and admitting them to their safety deposit lockers.

• Assisting customers by responding to their queries and processing them within TAT.

• Playing a vital role in our special projects such as

i) NPA-calling ii) Inbound calling

iii) Back-end processing on customer requests received by branches for showcasing productivity apart from branch operations.

• Contributing to team effort by accomplishing the goal sheet-related results as needed