Jay Mehta Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Australia

• Managing digital home lending applications and keeping customers informed from document stage to post settlement.• Assessing financials like self-employed / PAYG income calculation & verification, reviewing expenses, and ensuring all liabilities are taken into consideration to ensure bank's lending criteria and responsible lending guidelines are followed.• Ensuring applications are submitted with clear notes, supporting financial documents and property reports for a quick turnaround… Show more • Managing digital home lending applications and keeping customers informed from document stage to post settlement.• Assessing financials like self-employed / PAYG income calculation & verification, reviewing expenses, and ensuring all liabilities are taken into consideration to ensure bank's lending criteria and responsible lending guidelines are followed.• Ensuring applications are submitted with clear notes, supporting financial documents and property reports for a quick turnaround time. • Managing home loan enquiry leads by proactive outbound calls, webchat, emails and contact centre inbound calls with an aim to convert leads into full applications. Show less

Melbourne, Victoria, Australia

• Retention of home loan customers who have indicated or initiated refinance to other financial institutions • Pipeline management and retention of loans coming off fixed rate expiry• Assisting customers with home loan application process for Interest Only extension while adhering to credit policy and compliance• Identification and cross-selling of financial products, and referral for new or additional lending to add value to customer and business• Addressing customer feedback… Show more • Retention of home loan customers who have indicated or initiated refinance to other financial institutions • Pipeline management and retention of loans coming off fixed rate expiry• Assisting customers with home loan application process for Interest Only extension while adhering to credit policy and compliance• Identification and cross-selling of financial products, and referral for new or additional lending to add value to customer and business• Addressing customer feedback with empathy and aim to convert complaints into advocacy • Liaise with internal stakeholders to seek exceptions in order to drive mutual positive outcomes Show less

Melbourne, Victoria, Australia

- iMCUA is Australia’s first banking chat App where customers can chose their Personal Banker for their banking needs- Portfolio Management - actioning customers’ inbound personal banking requests and assisting with full product suite inclusive of Accounts, Personal & Home Loans, Credit cards, General & Health Insurances- Outbound calls to proactively reaching out to customers to understand their current and future banking needs, offering relevant solutions to ensure long term… Show more - iMCUA is Australia’s first banking chat App where customers can chose their Personal Banker for their banking needs- Portfolio Management - actioning customers’ inbound personal banking requests and assisting with full product suite inclusive of Accounts, Personal & Home Loans, Credit cards, General & Health Insurances- Outbound calls to proactively reaching out to customers to understand their current and future banking needs, offering relevant solutions to ensure long term relationship- Follow holistic banking approach to understand full picture and offer solutions backed up by genuine motive to ensure benefit to customers- Work towards achieving and exceeding sales and activity KPIs by effective pipeline management- Effectively collaborating with Team Manager as a second in-charge preparing for team meetings, team member coaching and performance management - Coaching and mentoring team members focussed towards their growth and success- Ad-hoc duties like training, App testing, reporting, lead management and carry out relief role to add value to channel while collaborating with other teams within the organisationAchievements- Awarded with CUA quarterly cultural attribute awards with “Action” and “Delivery” in separate occasions- Nominated for CUA’s biggest annual awards for demonstrating work ethics, values and output Show less

Melbourne, Australia

• Ordering/Receiving efficiently to maintain store inventory levels using ERP Systems like Retailix BOS and SAP • Liaison with suppliers to ensure right products are delivered in-time while working towards a stronger relationship through accurate payments and mutual understanding• Communicating with the Finance team to report discrepancies in stock delivered and following up with suppliers for clarification• Leading effectively and making decisions to build a collaborative team… Show more • Ordering/Receiving efficiently to maintain store inventory levels using ERP Systems like Retailix BOS and SAP • Liaison with suppliers to ensure right products are delivered in-time while working towards a stronger relationship through accurate payments and mutual understanding• Communicating with the Finance team to report discrepancies in stock delivered and following up with suppliers for clarification• Leading effectively and making decisions to build a collaborative team environment along with developing the capability of the team through effective coaching and feedback• Working towards achieving KPIs set by the business for weekly sales, wastage and shop spoilage and motivating team effort to reach the KPIs• Strong focus on Health and Safety by following company’s safe work practices and providing a safe site for team members and customers Show less

Melbourne Airport, Australia

Geelong

Provided Technical Support to Census 2016 field staff to troubleshoot issues on iOS and Android based mobile devices, and Windows / Mac based computers. Raised tickets and escalated issues to Level 2 IT, if issue unresolved in first attempt.- Followed troubleshooting procedures at all times and resulted over 90% first-call-resolve- Completed calls in given timeframe to keep queues short and achieve KPI- Quick learning of the campaign Workflow and related mobile Applications in a… Show more Provided Technical Support to Census 2016 field staff to troubleshoot issues on iOS and Android based mobile devices, and Windows / Mac based computers. Raised tickets and escalated issues to Level 2 IT, if issue unresolved in first attempt.- Followed troubleshooting procedures at all times and resulted over 90% first-call-resolve- Completed calls in given timeframe to keep queues short and achieve KPI- Quick learning of the campaign Workflow and related mobile Applications in a short time period, and excelling at providing technical supportTools Used: Lotus Notes 10.1, RaPS, Android devices, iOS devices, MobileIron, Skype, Web Browsers, Knowledge Database Show less

Melbourne

Took client’s requirements via phone or email and created project scope and task lists. Assisted designers and developers with their queries, and followed up clients for approvals and feedback. Upload website content and products’ data after performing quality analysis.- Successful and timely delivery of more than 20 projects across various sectors including ecommerce, portfolios, real estate, retail and hardware storesTools used: TeamWork, InVision, Adobe Photoshop, Visual… Show more Took client’s requirements via phone or email and created project scope and task lists. Assisted designers and developers with their queries, and followed up clients for approvals and feedback. Upload website content and products’ data after performing quality analysis.- Successful and timely delivery of more than 20 projects across various sectors including ecommerce, portfolios, real estate, retail and hardware storesTools used: TeamWork, InVision, Adobe Photoshop, Visual Composer, MS Office Suite, MS Outlook, CSV & MySQL Database, Wordpress plug-ins, CSS, HTML Show less

Melbourne, Australia

Clients: Samsung Electronics, LG Electronics (B2B and B2C Sales/Marketing)Working as a Brand representative and acting as a bridge between clients and retailers like JB HiFi and Harvey Norman to provide accurate information regarding requirements, training and stock availability.Contribution: Supplied and installed merchandising material across various channels in Western Victoria and Melbourne Provided training to in-store RSPs and demonstrated products’ key selling… Show more Clients: Samsung Electronics, LG Electronics (B2B and B2C Sales/Marketing)Working as a Brand representative and acting as a bridge between clients and retailers like JB HiFi and Harvey Norman to provide accurate information regarding requirements, training and stock availability.Contribution: Supplied and installed merchandising material across various channels in Western Victoria and Melbourne Provided training to in-store RSPs and demonstrated products’ key selling points Reported directly to the Account Manager stores’ compliance about stock, sales and merchandiseAchievements Represented LG at Optus Roadshow 2013 Managed 24 retail outlets in single campaign to provide consultation to 68 RSPs, lead generation and supply merchandise while travelling upto 150KMs a day Strived well in a highly competitive and cross functional (TV/IT/Telco) environment Fulfilled KPIs by exceeding sales target and personal goals Show less

Victoria, Australia

- Worked as a mentee under a Senior Manager at IBM Melbourne.- Represented Victoria University under an alliance program with IBM.- Worked on relationship building, networking and professional development plans with the mentor. - Demonstrated job shadow session with the Service Delivery manager and in the preparation of complex reports.

Melbourne, Australia

- Worked part-time to support my living and studies.- Conduct new crew members’ orientation that includes introduction into workplace and with working crew, following hygienic cooking methods and OH&S policies. - Support the management team in executing plans to achieve restaurant targets.

Masters Of Business, Enterprise Resource Planning Systems

Activities and Societies: VU-IBM Mentoring Program Gained understanding of Business Information Systems. Hands-on experience in SAP.

Bachelors Of Technology, Information Technology