Sourabh Tomer™ Email & Phone Number

Gurugram, Hr, In

Gurugram, Haryana, India

•Facilitate high-value client onboarding to ensure successful implementation, user adoption, and account achievement.•Foster strong relationships with customers and internal cross-functional teams, promoting effective collaboration and synergy.•Coordinate with clients' IT department to ensure seamless automation and integration across systems.•Proactively follow up on client requests, ensuring timely and transparent communication throughout the process.•Conduct regular sync-up meetings with clients to track and communicate onboarding progress.Possess a strong aptitude for understanding new features and effectively training clients accordingly.•Demonstrate agility in resolving integration issues, information mapping, and technical challenges as they arise.•Take responsibility for product adoption, account growth (upsells), and overall account success.•Monitor account health based on key metrics and triggers, proactively reaching out to clients, particularly those with low adoption, to drive engagement and satisfaction.•Employ proactive communication via emails, calls, and texts to address challenges faced by clients, enhancing their product experience and minimizing churn.•Assist clients in implementing integrations with the Birdeye platform, ensuring smooth and effective integration processes.•Provide dedicated support for at-risk accounts and handle escalated account issues with efficiency and professionalism.•Demonstrate expertise in working with a wide range of CRMs, including Zapier, Dentrix, Hubspot, Clio, Keap, Salesforce, QuickBooks, Nexhealth, Square, and others.•Champion customer experience, showcasing excellent oral and written communication skills.•Possess exceptional knowledge of SaaS products, enabling effective guidance and support for clients.•Demonstrate exceptional organizational skills and reliability, thriving both independently and as part of a team, even in ambiguous or minimally directed environments.

Gurugram, Haryana, India

•Conducted comprehensive quality control reviews to ensure adherence to regulatory compliance standards, including RESPA, TILA, Dodd-Frank Act, fair lending, FDPA, and SCRA. Assessed the effectiveness of the existing system in capturing required reporting information.•Investigated an average of 150-160 mortgage loan files per month, ranging from $98,000 to $2,000,000, within the post-closing auditing department.•Prepared post-consummation closing disclosures for borrowers following successful mortgage audits. Adhered to guidelines for various mortgage types such as FHA, VA, conforming, non-conforming, and ALLY loans. Proactively maintained customer relationships and fostered referrals.•Conducted evaluations of debt-to-income ratios, loan-to-value ratios, credit scores, and property appraisals to ensure loan qualification and justification.•Demonstrated versatility and adaptability by working across multiple departments, including Initial Closing Disclosure, Closing, Post-Closing, Recording, and Check Reconciliation. Expanded knowledge of mortgage processes and procedures, spanning pre-funding to post-funding.•Analyzed borrower's income, loan-to-income ratio, debt-to-income ratio, appraisal reports, and 1003 forms to assess loan eligibility and risk.•Provided valuable support and guidance to a team of five members, addressing their queries and facilitating daily processes.•Coordinated effectively with loan originators and title companies in the US through phone calls and email correspondence.•Utilized JIRA and Workday platforms to manage and streamline work processes efficiently.

Delhi Area, India

At Artist by Choice, we are focused on providing the premium and elite services with the highest levels of your satisfaction – we will do everything we can to meet your expectations.Artist By Choice is a bridge between the artists and their audiences (Listeners and Clubs/Pubs/Restaurant Owners) so and an initiative to provide a platform to the fresh as well as experienced talentwww.artistbychoice.webs.com

Delhi

•Successfully managed B2B and B2C sales activities, demonstrating expertise in lead generation and cold calling.•Utilized extensive knowledge and experience to educate clients about the capabilities of Vedantu's offerings, effectively showcasing the value they bring to the client.•Acted as a single point of contact (SPOC) between consumers and the organization, handling deals, queries, and payment clarifications.•Independently managed the NCR market, consistently achieving targets within the specified timelines.•Played a key role in developing a proof-of-concept (POC) model for providing training to new employees, contributing to organizational growth.•Guided and effectively managed a team of 5-6 members, fostering their skill development and maximizing their potential.•Provided regular sales and activity reports, offering valuable insights to drive informed decision-making.•Presented and demonstrated the benefits of process improvement solutions, such as WAVE Technology.•Maintained a comprehensive client database using LeadSquared, ensuring accurate and organized information management.

New Delhi Area, India

•Served as a research analyst in the operations department, specializing in lead management systems and point of sales (POS), consistently delivering high-quality work with an exceptional success rate of 97%.•Achieved a notable milestone by handling the highest number of leads in a single day, effectively managing 266 leads with precision and efficiency.•Collaborated with esteemed US clients, including Carlisle, Iwaki, and others, to meet their specific needs and exceed their expectations.

Noida

Started an organization named "Stumity Groups" and organised various events in the Amity University, Noida and there was always an agenda behind each and every event.To showcase the talent and to unite the talent of Amitians under one roof.We still have a website for the organization, pages on various social websites. But it is an inactive organization now which has been shut down in 2017.The events done by the "Stumity" always crossed the expected succes rate and the events were well organized in a disciplined manner.

New Delhi Area, India

Master Of Business Administration - Mba, Marketing And Sales, 7.1

B.Tech, Mechanical Engineering

Activities and Societies: •Certification of authentication for organizing and promoting various events on behalf of “Wingfotech Pvt. Ltd.”.