Disha Desai Email & Phone Number

Coppell, Texas, United States

•Monitor and collect accounts receivable by contacting clients via telephone and email.• Strengthens positive relationships with clients by communicating with customers regarding past-due accounts.• Communicate discrepancies with accounts to the management team and regularly update account statuses and database records.• Follow legal procedures if necessary for debt collection.• Address customer inquiries and resolve their issues.• Negotiate payment deadlines or plans with customers and, Proficient with software such as Microsoft and SAP.

Irving, Texas, United States

•Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers.• Complete operational activities while minimizing risks under established policies and perform routine transactional, operational, and customer support tasksefficiently through knowledge of bank procedures and products, as well as partners across the organization.• Escalate questions and issues to more experienced roles. Interact with customers and individuals to demonstrate care, build relationships, completerequested transactions, and identify information and services to meet customers’ financial needs.• Responsible for dual control activities to ensure loss control compliance and audit standards.•Provide customers with a high level of service, privacy, confidentiality, and a friendly, welcoming attitude.

Irving, Texas, United States

• Implemented automation for the discrepancy review process, significantly reducing the need for human intervention by 90% during the preprocessing phase.• Focused on optimizing data management for Latin American hospitals, this automation initiative facilitated streamlined data synchronization, resulting in significant efficiency gains and improved data accuracy.• Examined and reconciled 66,000+ item records purchased across Chile, Colombia, and Mexico; drastically reducing manual workload.• Developed a data visualization tool using Power BI to expedite the identification and resolution of internal hospital item numbers and spending discrepancies. This initiative enhanced data accuracy, and reporting capabilities, and contributed to the ongoing success of the project, resulting in cost savings.

Ahmedabad, Gujarat, India

• Collect and analyze financial data related to customer accounts, transactions, and financial products. Prepared detailed reports and summaries, highlighting key financial statistics and trends. • Maintained financial databases, ensuring data accuracy and integrity. Implemented data quality control procedures to enhance data reliability. • Handled personalized service requests of customers, ensuring strict adherence to compliance, audit, and regulatory requirements. Manage and resolve customer complaints within the Service Level Agreement (SLA). • Implement and enforce security protocols to safeguard the integrity of the vault. Oversee daily vault operations, managing storage and retrieval of cash and valuables. Coordinate cash replenishment activities for ATMs, ensuring sufficient cash levels and monitoring cash forecasting for adequate funding.• Managed a high volume of daily financial transactions exceeding 200, including fund transfers, RTGS/NEFT transactions, tax payments, cash transactions, and various other financial activities.

• Investigated and analyzed various financial products essential in international trade, such as Multicurrency Travel cards, Global Trading Account (GTA), and forward contracts.• Examined the features, functionalities, and applications of these financial instruments in different trade scenarios, including practical case studies focusing on specific aspects like Irrevocable Letters of Credit and Export scenarios.• Applied theoretical knowledge to analyze and understand the practical implications of these financial instruments in real-world trade situations, conducting comprehensive research to acquire a solid understanding of the fundamental principles of trade finance. • Explored key concepts related to financing in the context of international trade, including import and export financing.

Master Of Science - Ms, Business Analytics, 3.72

Data Warehousing and Business Intelligence | Data Mining | Data Science | Business and Economic Forecasting | Web and Social Analytics |.

Master Of Business Administration - Mba, Finance And Financial Management Services, 7.13

Summer Internship | Accounting | Taxation Mutual Funds | Financial Management | Managerial Economics | Quantitative Techniques | Security.

Bachelor Of Engineering (B.E.), Information Technology, 7.45

Project | Data Warehousing & Data Mining | ERP | Data Compression | Data & File Structure | Database Management System | Operating System.