Account Manager Customer Service

DYLAN ADHIKARI

San Francisco, CA ad5pgy@r.postjobfree.com 925-***-****

https://www.linkedin.com/in/dylan-adhikari-5a193780/ WORK EXPERIENCE

Pacific Office Automation Pleasanton, CA

Account Manager May 2023- Present

● Initiated direct outreach to businesses in assigned regions (Fremont, Milpitas, San Jose) and surrounding areas through proactive engagement strategies.

● Facilitated weekly client meetings via strategic cold outreach and professional email correspondence to optimize communication channels and strengthen corporate relationships.

● Exceeded monthly budget targets for 8 out of 10 months, showcasing effective financial management capabilities.

● Guided team meetings to spearhead strategic enhancements, contributing to operational improvements United Business Bank Walnut Creek,CA

Loan Servicing Specialist II Dec. 2021 - Apr. 2023

● Managed the comprehensive process of payment transactions, including the creation and execution of outgoing wire transfers, while maintaining strict adherence to regulatory standards and ensuring accuracy.

● Supervised and managed principal advance and paydown requests, meticulously overseeing every phase of the process with diligence and commitment to excellence, ensuring seamless execution.

● Developed and implemented Check Request forms while establishing internal autopay and external ACH transfer systems to streamline financial operations and enhance efficiency.

● Delivered exceptional customer service through proficient communication via email and telephone channels, ensuring prompt and effective resolution of inquiries and concerns.

● Engaged collaboratively with the team to ideate and develop forward-thinking plans, cultivating an environment of creativity and innovation to drive future success. Pacific Premier Trust Denver, CO

Asset Maintenance Specialist Jun. 2021 - Nov. 2021

● Generated cash disbursements to settle clients' property bills efficiently and accurately, ensuring timely and compliant financial transactions.

● Continuously reviewed and adjusted shares and prices for our clients' assets, utilizing precision and attention to detail to ensure alignment with market fluctuations and portfolio strategies.

● Conducted proactive follow-ups with clients through both email correspondence and phone communications, fostering strong relationships and ensuring their needs are consistently met with professionalism and efficiency. EDUCATION

San Jose State University San Jose, CA

Bachelor of Science: Business Administration (Marketing Emphasis)May 2021 Clubs: Alpha Tao Omega

SKILLS

Software:Salesforce, Horizon XE, Outlook, OnBase,ImageCenter, eWire,Microsoft Office Suite, Excel,GSuite

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