CFG Merchant Solutions stands at the forefront of revenue-based financing combining innovation with a commitment to excellence. As a leading player in the industry, CFGMS empowers businesses to thrive by providing dynamic financing solutions. I am the Director of the Underwriter Academy at CFG Merchant Solutions. In this role, I drive a transformative hiring initiative, accelerating individuals into key positions within our producing underwriting teams. At CFGMS, we're dedicated to shaping the future of the revenue-based financing industry, fostering talent through transformative initiatives like the Underwriter Academy. I started in the industry as a Stockbroker and subsequently pursued my Masters in Organizational Psychology at Columbia University. After three years at Credit Suisse working in Corporate HR, I joined BTS Strategy Group as a Talent Assessment Consultant. Following BTS Strategy Group, I worked in Recruitment Consulting at Frazer Jones. In my current role as the Director of Underwriter Academy at CFGMS, I am thrilled to work alongside other team members and contribute to our shared commitment to excellence.
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Chief Of StaffUnchartedNew York, Ny, Us -
Director Of Recruiting, Underwriter AcademyCfg Merchant Solutions Dec 2023 - PresentNew York, New York, UsCFG Merchant Solutions (“CFGMS”) is a U.S. – based specialty finance, and alternative lending platform focused on providing capital access to small and mid-sized businesses (Merchants) in the United States that have historically been undeserved by traditional financial institutions and may have experienced challenges obtaining timely financing. -
Associate RecruiterFrazer Jones Nov 2021 - Nov 2023GlobalFrazer Jones is a market leading global recruitment firm specializing in the Human Resources market. As specialists in HR and Human Capital Consulting recruitment and search, we work with the world's leading HR talent to place them into some of the most sought after, interesting and high profile HR jobs.We recruit HR generalists & specialists, human capital, reward & global mobility, HR leadership and interim specialists and service across all geographies include contingent recruitment, skills orientated search, executive search and executive interim assignments. -
Hr RecruitmentThe Sr Group Nov 2021 - Nov 2023GlobalFounded in 1987, The SR Group is a professional, specialist recruitment organisation that focuses on the Legal, HR, Tax and Marketing sectors.The SR Group consists of five specialist recruitment businesses:Frazer Jones/Maximum Management - International specialists in supplying Human Resources talent for permanent and temporary positionsTaylor Root - The world's leading legal & compliance recruitment firm, with offices in London, Dubai, Singapore, Hong Kong, Melbourne, Sydney and Düsseldorf.Brewer Morris - Market leading recruiters of tax and treasury professionals throughout the UK and internationally.Carter Murray - Award-winning specialist recruiters of marketing professionals to the professional and financial services sectors.SR Search - Specialist senior level legal search on a truly international basis. -
Talent Assessment ConsultantBts Jul 2018 - Nov 2021Stockholm, -, Se-Partner closely with Talent Acquisition teams to design and deliver innovative hiring solutions which predict success in job roles. -Actively contribute to client’s goal of hiring 20,000 new advisors in 2020 and collaborate with global internal stakeholders including business teams, assessment teams, and recruiting teams.-Negotiate resources and work timelines to ensure on-time completion and deliver desired business results.-Consult with stakeholders and Industrial-Organizational Scientists to uncover intended assessment impact, application, scale, as well as develop and deploy the most effective assessment solutions. -Rate candidate performance based on competency measurements and integrating multiple sources of data, metrics. -Provide hiring recommendation/decision to client and key stakeholders based on assessment results and conduct talent gap analysis. -
Global Program ManagerCredit Suisse Jul 2013 - Jul 2016Zurich, Ch-Designed and developed a comprehensive strategy to ensure an inclusive and highly engaged environment that addresses the needs of talent management.-Executed global ‘Client Skills’ event series from inception to feedback stage; contributed to >90% viewership and attendance; increased CS net new assets (nna) by >30%.-Executed employee - management communication strategies globally and managed internal content strategy, website.-Designed change management/L&D programs by working with heads of Private/Investment Bank and top 300 Managing Directors across the firm; identified strategic ways to align their organizations, talent initiatives, and business goals.-Explored, evaluated, and sourced external partnerships, vendors (i.e. IESE Business School).-Drove strategic (stakeholder, priorities, opportunities) and tactical (budgets, metrics) goals in fluid, demanding environments.-Managed and expanded teams on a matrix basis (Americas/EMEA/APAC/Region Switzerland).-Collected->designed->developed->brand collateral and knowledge for Advisory Board meetings.-Collaborated with cross-functional people partners to develop regional leadership/team effectiveness programs, diagnosed large-scale organization effectiveness issues, developed high impact implementation plans.-Adapted quickly to changing organizational needs, talent gaps; ensured that organizational best practices are sustainable with future goals and changes.-Coached, made recommendations to heads of three business units (IB/PB/AM) on key areas of improvement. -
Program Management InternNyc Civilian Complaint Review Board (Ccrb) Jun 2012 - Sep 2012New York, Ny, Us-Developed initiatives help us embed equality, diversity, and inclusion into programs, projects, events, and services.-Planned, communicated, and executed logistics of weekly workshops, activities, and special events; managed projects from start to end by accurately estimating time, preparation, and deliverables.-Wrote and edited a competitive grant proposal; awarded $40k in funding from NYC Community Foundation.-Performed outreach to cultivate partnerships with various non-profits; created feedback surveys and organized resulting data to improve overall outreach strategy. -
Senior Stockbroker, Series 7 & 63Scottrade, Inc. Jan 2007 - Jun 2012Saint Louis, Mo, Us-Strategized with corporate officers and top management teams on Organizational Effectiveness, design & structure of its four lines of businesses in the Northeast region; increased assets gathered by >50% per quarter.-Organized and led multiple broker events/tech summits on advanced trading platforms, synergies, and wealth preservation techniques; converted an average of 92% of attendees to online-community members.-Developed and maintained long-term relationships with clients; communicated in person, over the phone, and via email; diligently managed accounts to achieve 97% lead to account conversion ratio. -
Mutual Fund SpecialistForesters Financial Oct 2005 - Dec 2006Toronto, Ontario, Ca- Conducted research and worked with Broker/Dealers, Technology, and 3rd party administrators toresolve mutual fund issues and special requests for clients.- Drove all assigned relationships through proactive calling, reports, and mailings of prospectuses.clients.- Independently managed tasks and projects related to maintenance of client accounts.
Pooja Bajaj Education Details
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Columbia UniversityOrganizational Psychology -
Rutgers University–New BrunswickPsychology/English
Frequently Asked Questions about Pooja Bajaj
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Pooja Bajaj works for Uncharted
What is Pooja Bajaj's role at the current company?
Pooja Bajaj's current role is Chief of Staff.
What schools did Pooja Bajaj attend?
Pooja Bajaj attended Columbia University, Rutgers University–new Brunswick.
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