Administrative Professional with 6+ Years of Experience

Neena Deshpande

Dublin, CA ***** 408-***-**** *********@*****.***

Professional Summary

Organized and detail-oriented Administrative Professional with 6+ years of experience in client services, office operations, and administrative support. Proven ability to manage multiple tasks efficiently, communicate effectively with clients and colleagues, and streamline daily operations. Recognized for strong problem-solving, coordination, and documentation skills, as well as a team-first approach in high-demand environments.

Professional Experience

JP Morgan Chase, Pleasanton, CA

Position: Relationship Banker

Duration: Aug 2022 – Present

- Act as the primary point of contact for clients, managing daily administrative tasks including scheduling, documentation, and client correspondence.

- Support internal operations through task delegation, workflow optimization, and compliance checks.

- Coordinate meetings and maintain accurate records and reports for team and client interactions.

- Assist in onboarding processes and cross-functional communication across departments.

Citibank, Dublin, CA

Position: Personal Banker

Duration: May 2017 – Jul 2022

- Managed customer inquiries and documentation, and processed financial transactions with precision.

- Maintained organized filing systems for client records and ensured regulatory compliance.

- Conducted proactive outreach and followed up with clients, improving communication flow and service delivery.

- Trained new staff on administrative procedures and technology platforms.

Cummins Generator Technologies India Ltd, Pune, India

Position: Assistant to Team Lead Analyst

Duration: Jun 2008 – Dec 2008

- Prepared financial and operational reports for executive review.

- Scheduled meetings, organized internal communications, and supported team coordination.

Surya Datta Institute of Management, Pune, India

Position: MBA Lecturer / Placement Cell Coordinator

Duration: Jun 2008 – Aug 2008

- Coordinated placement activities and industry interactions, organizing documentation and feedback loops.

- Developed academic content, maintained records, and streamlined administrative functions within the department.

Education & Certifications

Post Graduate Program, Business Analysis – Purdue University (Online) Jan 2022 – Aug 2023

MBA, Finance – Marathwada Mitra Mandal College of Engineering, Pune May 2007 – May 2009

M.Com – Shivaji University, Kolhapur Apr 2005 – Jun 2007

B.Com – Hira Chand Nemchand College of Commerce, Solapur May 2000 – May 2005

Licenses – SIE, Series 6, Series 63 Aug 2022 – Dec 2022

Skills

Office Management & Scheduling

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Document Preparation & Record-Keeping

Customer Service & Communication

Data Entry & Reporting

Salesforce, Tableau, Power BI

Organizational & Time Management

Conflict Resolution & Team Collaboration

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