Garima D.

Technical Solutions Specialist at Mortgage Automator
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English -
  • Punjabi -
  • Hindi -

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Bio

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5.0

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Elizabeth Goldrick

Garima has deep passion and rich knowledge in the field of children's literature and this shines through in her work. She is an enthusiastic, committed and innovative colleague. It was a pleasure to work with Garima.

Jenni Kilgallon

I have worked with Garima for two and a half years and it has been an absolute privilege to do so. During that time Garima has proved herself to be hard working, intelligent and articulate. Her enthusiasm for the job has always been evident and she thoroughly applies herself to all tasks asked of her. Her responsibilities have been diverse to which she has proved herself dedicated and trustworthy. In dealing with members of the public Garima has been very approachable, friendly and extremely proficient at giving advice and handling all manner of situations. Her positive attitude makes her a pleasure to work with and she is greatly liked by her co-workers and customers alike. It would be my absolute pleasure to recommend Garima as a great asset to any employer!

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Credentials

  • Entry Certificate in Business Analysis (ECBA)
    IIBA
    May, 2022
    - Nov, 2024
  • Canadian Investment Funds Course (CIFC)
    IFSE Institute
    Jan, 2022
    - Nov, 2024
  • Customer Service: Call Control Strategies
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • Listening to Customers
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • Phone-Based Customer Service
    LinkedIn
    Apr, 2021
    - Nov, 2024
  • Learning Excel 2019
    LinkedIn
    Feb, 2021
    - Nov, 2024
  • Customer Service Foundations
    LinkedIn
    Jan, 2021
    - Nov, 2024
  • The Fundamentals of Digital Marketing
    Google Digital Unlocked
    Oct, 2020
    - Nov, 2024

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Technical Solutions Specialist
      • May 2022 - Present

      Mortgage Automator (MA) is a B2B SaaS software in the fin-tech space with a strong focus in private lending. MA is a cloud-based CRM that fully automates the private lending business for any size of organization: from their document generation, compliance and reporting, to helping manage investor relations. In a nutshell, a complete loan origination and servicing software for private lenders. My responsibilities include- • Help clients to navigate and troubleshoot the product by corresponding via email (Zendesk)and live chat (Intercom). • Primary escalation point for issues and requests. • Developing comprehensive solutions based on requirements discovered and leveraging all capabilities of the Mortgage Automator software for the clients. • Collaborate with Development, Product and Onboarding team and staying up to date with release of new features. • Update and maintain tickets within the service management tools (JIRA). • Take ownership of support incidents and service requests. Show less

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Service Center Representative
      • Apr 2021 - Mar 2022

      Foresters Financial is a nearly 150 years old, international financial services provider. It is set out to provide access to life insurance that help families achieve long-term financial health and security. My responsibilities included- • Answer multiline inbound service-related calls regarding all aspects of doing business with Foresters by providing the highest level of customer service. Facilitate all actions necessary through collaboration with multiple business areas, including research and follow up to positively satisfy customer needs. • Accurately resolve, relay and record confidential customer information using company-approved technologies and tools in accordance with established processes, policies and procedures. • Prioritize the customer relationship at all times by listening and responding with empathy. Also, communicate complex information while keyboarding in order to meet the customer expectations. • Stay current on relevant business topics, communications and process changes. • Proficiently determine the needs of the caller and provide support with accurate and timely resolution following approved escalation procedures. • Understand the impact of individual Key Performance Indicators and set challenging development goals to support individual and team success. • Contribute innovative ideas to solve problems, prioritizing continuous improvement. • Knowledge of life insurance industry products and services. Show less

    • Sales Associate
      • Dec 2016 - Jun 2020

      My responsibilities included:• Advising & maintaining high level of customer service.• Processing payments – cash/credit transactions.• Actively involved in the receiving of new shipments.• Ensuring stock levels are well maintained.• Promoting the shop, special offers and its products at every opportunity.• Daily tracking and reporting to the shop manager.• Providing customers with information on pricing and product availability.• Arranging window displays and stocking shelves with merchandise.• Handling customer complaints, both in shop and over phone.I liaised with various publishers and ordered stock. This position requires in depth knowledge of literature, trending books and illustrations, most of all, an eagerness to help the customers choose suitable books according to their preferences.Working here has helped me develop an additional insight and cognition in my field of study and growing trends in children's books.Continuous interactions with various customers helped me understand the consumer psychology and behavior at various levels. Show less

    • Social Media Coordinator
      • Dec 2016 - Jun 2020

      I helped in advertising and marketing by handling social media accounts (Facebook, Instagram and Twitter) and assisted in organizing promotional events.

    • Trained Graduate Teacher (TGT) - English
      • Jan 2016 - May 2016

      Worked as a high school teacher- English (TGT) at Vidya Mandir Public School, Faridabad. Worked as a high school teacher- English (TGT) at Vidya Mandir Public School, Faridabad.

    • India
    • Accounting
    • 1 - 100 Employee
    • Freelance Writer
      • Aug 2015 - Dec 2015

      I have worked as a freelance writer for Glen Appliances Pvt. Ltd, wrote various blogs and articles for their website. I have worked as a freelance writer for Glen Appliances Pvt. Ltd, wrote various blogs and articles for their website.

    • India
    • Newspaper Publishing
    • 700 & Above Employee
    • Content Writer
      • Aug 2012 - Sep 2012

      Worked as an intern with News in Shorts, a new venture of The Times of India which helps in providing crisp news from around the world in just sixty seconds. Worked as an intern with News in Shorts, a new venture of The Times of India which helps in providing crisp news from around the world in just sixty seconds.

Education

  • Trinity College Dublin
    M.Phil/P.G.Diploma, Children's Literature
    2016 - 2017
  • Jamia Millia Islamia
    Masters, English Literature
    2013 - 2015
  • Delhi University
    Bachelor of Arts (B.A.), English Literature
    2010 - 2013

Community

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