Sheetal Datt - Mba, Ms-Hrm Email & Phone Number

Oakland, California, United States

San Francisco Bay Area

Managing DSS department goals which involve delegation of workflow, due diligence reviews of loan files, documentation, same-day funding, conducting audits on all units booked, monitoring staff performance, and training to ensure we are in compliance with Federal, State, and NCUA credit approvals, policies, procedures, and regulations. Responsible for the.

Redwood City

Reviewing, evaluating, and finalizing member loan requests via telephone, internet, fax and mail in a an center environment. Interviewing loan applicants to gather information concerning their financial needs, and requesting documentation to support their information. Provide a superior level of member relations and promote the sales and service culture.

Redwood City, California, United States

• Responsible and accountable for managing San Mateo Credit Union’s Core Branch for sales performance, service standards and operational integrity within the credit union’s network.
• Motivating and helping build an energized, successful branch team.
• Excelling at sales, service and revenue goals.
• Ensuring growth through increased share and loan activities.
• Consistently making monthly goal of $1.8 million in Consumer loans.
• Educating branch staff on all service standards.

Redwood City, California, United States

• Reviewing and evaluating member loan requests via telephone, internet, fax and mail in a loan center environment.
• Interviewing loan applicants to gather information concerning their financial needs, and requesting documentation to support their information.
• Processing and following up on loan requests while providing high quality member service.
• Advising applicants on loan decisions and stipulations on approvals.
• Ensuring consistent delivery of quality member service on each and every transaction.
• Educating individual applicants on how to build and improve their credit history and referring sources for guidance.

San Francisco Bay Area

• Approving incoming and outgoing International Wire transactions with in approval limits.
• Inputting data for Traders to approve currency exchange.
• Verifying all transactions before transaction is processed in the FX In system.
• Checking with Traders if Deals are valid and approved for transfers.
• Data entry for all FX International transactions.
• Reviewing prior business dates report to ensure that all transfers were completed properly.

Alameda, California

• Managing the in-store branch as the on-site leader for sales, customer service, regulatory, policy and compliance, and facility management.
• Accountable for branch balance sheet and financial statements, and branch profit and loss.
• Prepare recommendations and make credit approval decisions on customer accounts and loan requests by utilizing the company policy on credit within own lending limits and also sending to higher authority if need.
• Directing branch business development through outside calls, in-branch selling, telemarketing, branch campaigns and targeted direct mailing.
• Hiring new staff if needed for Branch Staffing needs and preparing all necessary documents to submit to Human Resource.
• Training new and current employees with updated Company policy and procedures.

Alameda, Calfiornia

• Managing staff to ensure transparency on branch goals, individual goals, job description priorities, and urgency in providing high levels of customer service.
• Creating a workplace environment through activity-based coaching, performance development, and implementing coaching plan to develop employee’s skill set to achieve personal as well branch goals.
• Conducting daily huddles to communicate company goals, business strategies, new initiatives, and expectations to all staff.
• Prepare recommendations and make credit approval decisions on customer accounts and loan requests by utilizing the department policy on credit within own lending limits and also sending to higher authority if need.
• Reviewing and evaluating member loan requests via telephone, internet, fax and mail in a loan center environment.
• Collecting past due balances on delinquent loans and negotiating payment arrangements to help customers stay current with their loan obligations.

San Mateo, Riverside, Corona, Palo Alto - California

• Energetically greeting and interacting with customers in the branch lobby frontline to proactively identify and address customer sales/service needs; and converting them into sales or referrals.
• Exhibiting strong sales and customer service skills while presenting bank products/services, and proactively educating customers on utilizing available access channels such ATMs, Online Banking, and all other new.
• Continuously learning new and existing products through sales aids, demonstrating a positive can-do attitude, being a subject matter expert for the branch, remaining flexible in position based on branch coverage needs..
• Creating a warm, welcoming, and friendly environment for customers and employees by fostering teamwork in the branch to ensure a positive overall customer experience.
• Effectively executing all service transactions such as deposits, payments, address changes, replacement card orders, disputes, and sales including opening accounts, credit cards, and sending referrals to Real Estate.
• Adhering to and complying with Cal Feds policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.

San Mateo, California, United States

• Energetically greeting and interacting with customers in the branch lobby frontline to proactively identify and address customer sales/service needs; and converting them into sales or referrals.
• Exhibiting strong sales and customer service skills while presenting bank products/services, and proactively educating customers on utilizing available access channels such ATMs, Online Banking, and all other new.
• Continuously learning new and existing products through sales aids, demonstrating a positive can-do attitude, being a subject matter expert for the branch, remaining flexible in position based on branch coverage needs..
• Creating a warm, welcoming, and friendly environment for customers and employees by fostering teamwork in the branch to ensure a positive overall customer experience.
• Effectively executing all service transactions such as deposits, payments, address changes, replacement card orders, disputes, and sales including opening accounts, credit cards, and sending referrals to Real Estate.
• Adhering to and complying with Cal Feds policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.

Castro Valley, California, United States

• Serving as the first point of contact for all World Savings customers and providing a positive first impression through friendly and efficient customer service deliveries.
• Responsible for accurate and efficient customer service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, wire requests, ATM balancing, Vault Balancing, Safe Deposit.
• Complying with applicable Federal/State laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Adhering to bank policies, operational controls, and regulatory procedures to ensure the safety and security of our customers, co-workers, and bank assets.
• Providing customer service that aligns with World Saving’s mission of passionately delivering relevant products, services and education tailored to help our customers, employees, and communities achieve their financial.
• Ensuring all customer needs are met and effectively managing customer issues/concerns, escalating as needed and bringing them to management’s attention for prompt resolution.

Master Of Science (Ms), Human Resources Management/Personnel Administration, General, High Honors Graduate

Master Of Business Administration (Mba), Business Administration And Management, General, High Honors Graduate

Bachelor Of Science (Bs), Business Administration And Management, General

Activities and Societies: Alumni of Alpha Xi Omega.

Associate'S Degree, Business Administration

High School Diploma