Customer Service Sales
Resume:
Smita Mehta
***** ***** ****** ******, **** O’ Lakes, Fl. 34639
*********@*******.***
OVERVIEW
A detail oriented, flexible and diligent professional with 12 years experience in the banking industry. Looking for a
position that would match my strengths and skills, where I can feel part of a team.
• •
Ability to prioritize and complete tasks Enjoy fast paced environment
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Strong research and problem solving skills Customer service and operations processing
• experience
Detailed and organized
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• Strong work ethic
Proficient basic PC skills
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• Quick learner with ability to readily absorb new
Cash handling experience
information and adapt to change
• Inclusive team member
SIGNIFICANT WORK EXPERIENCE
JP Morgan Chase, Tampa FL 8/2012 –2/2014
Current
Consumer Loan Specialist II
• Responsible for managing a high volume pipeline requiring attention to detail, strong follow through and
problem resolution skills.
Review loan applications for completeness and accuracy.
Verify supporting income and insurance, ordering and reviewing flood certifications, title commitments,
subordinations, trusts and condo project approvals.
Communicate and follow up with customers, vendors and other outside contacts to ensure any missing documentation
is obtained within quick turn time.
Maintain a short SLA in the Super Streamline process.
Recognized for thoroughness and detail in work driving efficiency and eliminating need for rework.
Senior Operations Specialist 7/2011 – 7/2012
Reviewed foreclosure complaints and assignments for accuracy by reviewing original security instruments and other
court records and signing sworn documents.
Prepared affidavits of amounts due and owing in accordance with mortgage banking guidelines
Bank of America, Tampa FL 2010-2011
Correspondent Lending
Research assistant
Assisted in conducting due diligence for Warehouse Lending prospects by using several internal and external systems,
reported the results in Excel format to the Credit Analyst for further processing.
Responsible for support duties such as providing web access to prospects.
Provided support to Sales Associates by preparing and sending Correspondent Lending Application packages to
prospective clients.
Assigned applications to the appropriate region and manager who will evaluate a prospect interested in becoming a
Correspondent Lender with Bank of America.
Research and Adjustment Representative 2009-2010
Responsible for various capture and support duties. Including printing documents and backup from the Federal
Reserve website and index them to an online document repository for the research teams.
Prevents loss by ensuring timely acquisition of backup and documentation. Furthermore, ensures that research can be
started as soon as the backup is retrieved and indexed.
• Maintains compliance with Bank policies and procedures by completing various coursework.
• Utilizes Microsoft basic Excel, Word, and Outlook, and bank propriety software.
Encoding Error Team 2007 - 2009
• Worked to resolve customer request in reference to encoding errors, consistently meeting daily goals and
deadlines.
• Efficiently managed the age cases to prevent loss by working oldest and high dollar cases first.
• Supported offshore partners in case resolution for encoding errors using several online banking channels, like
the Federal Reserve, Payment Nations and SVPCO.
Smita Mehta
Bank Teller 2004 - 2007
Banking Center and drive-thru window Teller to process transactions accurately and efficiently in a fast-paced
environment.
• Ability to work within established policies, procedures and guidelines.
• Consistent to delight customers with a positive attitude and deliver exceptional customer service.
• Volunteered to be responsible to refill ATM and balance ATM transactions, which involved large amounts of
cash, up to $100,000.
• Volunteered to maintain Banking Center Vault ordering cash from vault of up to $250,000 and daily
balancing.
Demonstrated great customer service and sales experience by identifying customer needs and referring financial
services to them.
• Recognized for exceeding referral goals and received periodic payouts for regional office performance and
cross-sales goals.
• Build customer loyalty by identifying customer needs for services and products and contribute to positive
team environment by encouraging competitive sales within the team.
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EDUCATION
Bachelors of Science, Chemistry 3.0 G.P.A. Bombay University of India 1975-1978
Master of Science, Research Bombay University of India 1979-1980
Basic PC Classes including Microsoft Excel and Word at Long Island University Brooklyn NY 1982-1983
COMMUNITY INVOLVEMENT
Participant in various activities for Indian community events
• Judge for India Fest cultural dance competition
• Volunteer teacher at religious Sunday school
• Help with planning and setup of Diwali/Navrati Events at the Indian Community Center
• Food Preparation and service for all children’s events
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