Krunal Patel Email & Phone Number

Atlanta, GA, US

Atlanta, Georgia

Manage day-to-day activities related to regulatory corrective actions, resolution, and Quality controls for Business & affiliates by ensuring compliance and regulatory requirements identified during Internal, External Examination. Work with other teams to rectify gaps and ensure successful end-to-end Issue Management Process Develop and implement.

Remote

Provide regulatory direction to multiple marketing channels. Primary liaison to internal departments and external vendors, conducting all aspects of the compliance review, including scoping, sampling, research, control testing, root cause analysis and preparation of final reports. Also responsible for investigating and resolving compliance and regulatory.

Mahwah, NJ

Oversee, review and analyze daily compliance reports and weekly audits and collaborate with Portfolio Managers by performing detailed research into non-compliant issues to facilitate resolutions, investigate areas of regulatory concern, and develop innovative strategies to enhance materials. Conduct oversight examinations into specific product areas.

Lyndhurst NJ

Received and processed a wide range of banking transactions including verifying transactions, checking and savings account withdrawals and deposits. Provided assessment and analysis of customer financial needs to recommend appropriate products and services, including Life Insurance and Annuities. Partnered with Loan Officers, Business Bankers Financial.

North Arlington, NJ

• Processed paying and receiving transactions for all product types and services
• Recorded all transactions in compliance with bank procedures
• Cross-sold bank services and products to meet teller referral targets
• Activate fund transfers
• Receive and verify loan and mortgage payments
• Verify endorsements

New Jersry, USA

• Expertise in developing action-oriented business plans and targeted marketing strategies.
• Proven ability to identify gaps in current business plans and developed and executed strategic recommendation that lead to market growth.
• Followed general format and guidelines of corporation while incorporating specific business strategies and promotions to attract customer base.
• Financial Management: developed forecast of revenue, expenditure and profit. Wrote viable business plans that… Show more
• Financial Management: developed forecast of revenue, expenditure and profit. Wrote viable business plans that led to sound business decisions and consistent profits.
• Keeping record of day-to-day transitions, balancing the checking account and making sure payment to the vendors are done on time.

England, UK

• Interacted with customers and staff members, which greatly enhanced communication and interpersonal skills
• Handling the cash register.
• Implemented and monitored new marketing strategies to improve the store sales.
• Worked in teams to meet and discuss proper utilization of resources and customer satisfaction
• Maintained stock by ensuring all inventory management policies and procedures
• Developed problem solving skills by fulfilling customer’s needs

Ba (Hons), Business Management

Associate'S Degree, Business, Management

High School