Kirtan Thakkar Email & Phone Number

Chicago, Il, Us

New York, Ny, Us

• Spearheaded COVID-19 strategy to virtually onboard 200+ employees on Operations Team• Decreased travel budget 30% by leveraging Adobe Connect Technology to simulate an instructor-led classroom in a global, virtual setting• Improved diversity and inclusion engagement scores from 80% to 96%• Maximize employee retention by revamping quarterly onboarding program to incorporate activity-based training methods• Champion professional development training for firm’s senior leaders • Implement emerging technology to enhance learning experiences, provide clarity to existing procedures, and improve participation by 10%• Partner with external training vendors to coordinate seamless deployment of corporate compliance trainings

New York, Ny, Us

• Design, develop, and deliver proactive technical training for 500+ operations team members • Maximize employee retention by revamping quarterly onboarding program to incorporate activity-based training methods• Achieved 3 consecutive months of 0% errors by analyzing quality results to identify areas of opportunity and deliver targeted training• Developed and facilitated professional skills training, including Presentation Skills, Business Writing, and Communication Strategies • Invigorate innovation and creativity in the training department by consistently challenging training methods, specifically around the on-boarding process• Create videos and participant guides to contribute to the ongoing improvement to the mortgage process

New York, Ny, Us

• Established foundation for a startup operation, leveraging agile methodology to cut turnaround times for KYC completion by over 50%• Engaged front office partners to ensure smooth onboarding process for more than 1,000 high net-worth clients to drive customer satisfaction• Reviewed and analyzed 30,000 client’s KYC information and financials to determine and mitigate any reputational risk by onboarding the client• Oversaw a team of AML/KYC Onboarding Officers to ensure first class customer services for new and existing client's and that all client are compliant with regulatory standards• Developed KYC expertise on account opening standards, guidelines policies, and procedures• Addressed all escalations from both internal and external clients• Drove process improvement and ensure all client profiles are up to standard prior to anniversary date

New York, Ny, Us

• Pursued a one year Monk in Training program in India, studying Philosophy, Religion, Music, and Character

New York, Ny, Us

• Achieved 16 consecutive months as a Top-20 Processor with 0% error rate • Audited client data and tax returns to ensure regulatory compliance• Processed a variety of loans for Chase Private Client customer base, leveraging comprehensive knowledge of the rules and guidelines of each of the loan programs available