Puja Patel Email & Phone Number

Kennett Square, Pa, Us

Whippany, New Jersey, United States

Work independently as SME for products currently handled by Barclays Wholesale Lending by handling a portfolio over $15 billion excecuting terms of agreed facilities, including drawdowns, repayments, rollovers, wire transactions, treasury fundings, deposits, and investigations Interact with borrowers and lenders by ensuring that fees, interest, and principal amortizations are billed and collected and forwarded to the participants/syndicate as outined in credit agreements Review and action controls and exception reports by ensuring breaks are researched and resolved as per agreed department standards Provide exceptional customer service by handling general and complex client inquiries in a timely manner and working closley with other business partners for seamless delievery to our clients Develop new hires by organizing training classes in person and virtually where they get to participate in live examples of loan servicing functions including booking, paying, invoicing loans; reading credit agreements; responding to clients; and releasing and receiving of client and lender funds.

Wilmington, De

Hired to manage three businesses to create a process that helps each team run independently and self-sufficiently to help the owner minimize his need to micromanage.Leadership Impact:• Created a process that resulted in clear communication from front of the room to the kitchen, ensuring efficiency that has led to excellent customer service. It has reduced time from food order to the table, ensuring customer satisfaction and fresh food delivery.• Increased alcohol, appetizer, and dessert sales immediately by 17% at each location by implementing client centric cross-selling techniques.• Managed three properties with three separate businesses and within 8-months trained all managers in a way that relies on little supervision from the owner.• Streamlined an inventory process to ensure accuracy, which eased creating an inventory need list minimizing overhead, resulting in 7% reduced variable costs.

Greater Philadelphia Area

Directed a team of 15 members in initiatives such as business development, customer service, and banking and financial services. Conducted an analysis from check verification to cash handling of every bank transaction and account opened for potential fraud.Leadership Impact:▪ Grew branch service scores quarterly from 4.0 to 4.65+ out of 5.0 within 3-months by designing and implementing customer service best practices that emphasized empathy for customers' life situations and how to take ownership of any issues to resolve in a timely and accurate manner.▪ Increased branch growth in key business metrics by 2-7% quarterly by spearheading all training operations that focused on consumer and business relationship development initiatives such as scheduling client meetings and introducing bank products.▪ Created a mentorship program to focus on team members’ growth path. Due to Subject Matter Expertise and coaching skills, 5-team members were promoted into their desired positions within 9-months, with 7-team members promoted overall.▪ Led monthly branch review with each team member to understand bank procedures and compliance by practicing mock interviews as conducted by Compliance Officer annually. Passed each with results 95% or more.

New York, New York

Worked with local businesses to help create a successful banking relationship to grow their business in all aspects by providing payroll and merchant servicing services. I was asked to transfer from PA to NYC to help implement the role at three locations.Leadership Impact:▪ Successfully established the Business Banking Specialist position that resulted in the addition of five Business Banking Specialists for the NYC West District.▪ Ranked #5 Banker in the first quarter due to the book of business created that produced 50%+ of newly acquired business within the first 4-months.▪ Worked with high-value business clients, net worth over $1 million, with business lending, merchant servicing, payroll, and account management.▪ Increased revenue at both the branch and district level by developing a bi-weekly Small Business Advocate training program for bankers and implementing team portfolio growth best practices.

 Successfully, established the Business Banking Specialist position that resulted in the addition of 5 Business Banking Specialists for the NYC West District. Earned the ranking of Top Ten Banker within the district daily for 12-months. Ranked in the Top Five, quarterly for exceeding sales goals by 25%+. Increased client satisfaction and retention rates by enhancing client relationships and utilizing financial insight to develop strategies to meet their financial goals.

Chadds Ford, Pennsylvania, United States

• Managed cases and worked directly with attorneys to meet deadlines by preparing affidavits, drafting forms, and organizing legal documents.• Liaison between US and international offices to ensure proper documentation is received for immigration law firms to process work visas for US employment by updating shared spreadsheets and weekly conferences to ensure synchrony between offices.• Prepared a wide range of immigration applications/petitions/benefits including: Permanent Residence, Adjustment of Status, Citizenship H-1B specialty occupation visa, L-1 intra-company transferee visa, L-1B specialized knowledge intra-company transferee visa, and F-1 student working visa.