Palak Rajput Email & Phone Number

Jacksonville, Fl, Us

United States

Jacksonville, Florida, United States

• Collaborate with external partners and various CIT functional teams for onboarding of relationships and coordinate with Legal, Credit, and Compliance for submittal, review, and approval of lender finance transactions.• Onboarded and manage 12 external partners with 2021 funding in excess of $8.8M.• Pioneered the end-to-end relationship model in Lender Finance team, which funded over a 100% of our plan goal in 2021.• Achieved 99% quality score in review of deal documents to ensure… Show more • Collaborate with external partners and various CIT functional teams for onboarding of relationships and coordinate with Legal, Credit, and Compliance for submittal, review, and approval of lender finance transactions.• Onboarded and manage 12 external partners with 2021 funding in excess of $8.8M.• Pioneered the end-to-end relationship model in Lender Finance team, which funded over a 100% of our plan goal in 2021.• Achieved 99% quality score in review of deal documents to ensure KYC/AML compliance with dictated policies and procedures regarding deal economics/pricing, lease classification, tax coding, set up and related parameters in CCEX.• Promoted 3 times in 5 years based on consistent achievements demonstrated by stakeholder satisfaction and strategic insight. Show less

Parsippany, New Jersey

FPC certified• Respond to inbound inquiries from sales associates regarding small business services’ (SBS) product feature/functionality, system requirements, internal processes and related questions.• Resolve client issues surfaced by the sales organization, some of which are potential escalations, and communicate resolution to clients and originator.• Act as single point of contact to SBS sales associates for resolving issues related to "beyond payroll" products• Process… Show more FPC certified• Respond to inbound inquiries from sales associates regarding small business services’ (SBS) product feature/functionality, system requirements, internal processes and related questions.• Resolve client issues surfaced by the sales organization, some of which are potential escalations, and communicate resolution to clients and originator.• Act as single point of contact to SBS sales associates for resolving issues related to "beyond payroll" products• Process additional business requests and product upgrades.• Support CPA-centric salesforce and their referring CPAs. • Through her/his responsiveness, demeanor, and follow-up, demonstrates an understanding of the importance of accountants to the success of our business.• Resolve issues (payroll, tax filing, banking/money movement, etc.), many of them potential client escalations, and other inquiries via phone and email from accountants.• Created and introduced the reinstatement process for termed clients while also becoming the main point of contact in this area for the Accountant/Sales Support.• Provide assistance with poster compliance inquires and working with third party poster vendor for timely response and resolution Show less

Dayton, Nj

Coordinate all activities that support client retention through proactive outreach, surveys, pricing situations and service related issues Negotiate and position information positively Gather appropriate resources to aid in problem resolution Work with Major Account Services accounting departments, Sales, Service Executive and/or Relationship Management Executive to negotiate pricing concessionsAssist in filing Lost Account Reports(LAR)Calculate… Show more Coordinate all activities that support client retention through proactive outreach, surveys, pricing situations and service related issues Negotiate and position information positively Gather appropriate resources to aid in problem resolution Work with Major Account Services accounting departments, Sales, Service Executive and/or Relationship Management Executive to negotiate pricing concessionsAssist in filing Lost Account Reports(LAR)Calculate and issue credits Show less

Demonstrated outstanding dancing skills during open auditions Trained and supervised 10 children from a variety of age groups Maintained a solid student-teacher relationship

Assisted customers over the phone and in-personOperated and balanced cash registerTrained and supervised new recruitsMaintained cleanliness in the storeSet and maintained stock levels

Handled cash register, took orders, and communicated with customersTrained and supervised new employees