Aavi Patel Email & Phone Number

Texas, United States

Plano, Texas, United States

Plano, Texas, United States

• Provide comprehensive lending solutions to clients in Houston, Financial Sponsors Group, Law Firms Group, and Rochester Markets.
• Monitor market loan portfolio to ensure compliance with key risk and maintenance measures.
• Analyze financial data, assess creditworthiness, and evaluate risk to structure customized lending solutions.
• Manage operations and portfolio risk for a $10 billion credit portfolio, overseeing both committed andoutstanding exposures of approximately $2 billion.

Plano, Texas, United States

• Oversee new deal origination process from start to funding, ensuring quick achievement of SLA.
• Collaborate with internal and external stakeholders to ensure seamless loan origination and management processes.
• Provide knowledge about secured loan products to internal advisers and outside Private Bank clients.

San Antonio, Texas, United States

• Helped store management consistently achieve monthly sales goals by learning products and assisting customers.
• Achieved hourly and daily sales goals by matching customer needs with company product offerings.
• Pioneered new accounts while ensuring satisfaction of the existing customer base.

Alvarado, Texas, United States

• Assisted Motel 6 franchise owner in operating the hotel, assuming managerial duties and financial responsibilities.
• Managed guest opportunities and problems in a satisfactory and cost-effective manner as the Manager-On-Duty.
• Maintained a 95% customer satisfaction rating over three years, covering categories such as friendliness, efficiency, helpfulness, and knowledge ability.
• Balanced $1,000-$5,000 in cash at the end of daily shifts and created reports for accurate accounting of all transactions.
• Managed reservations through various channels and ensured no overlaps or overbooking.