Rutvi Jani

Assisting clients with line of credit and auto equity loan applications by guiding them through the process and addressing inquiries Explaining loan terms, interest rates, fees, and repayment options to ensure clients understand their financial commitments Collecting, reviewing, and verifying financial and personal documentation for accuracy and completeness

Financial Services Representative - Lenddirect - Toronto, ON

(2024-09)

• Assisting clients with line of credit and auto equity loan applications by guiding them through the process and addressing inquiries
• Explaining loan terms, interest rates, fees, and repayment options to ensure clients understand their financial commitments
• Collecting, reviewing, and verifying financial and personal documentation for accuracy and completeness
• Processing loan applications efficiently from submission to approval while maintaining attention to detail
• Performing inbound and outbound calls to support clients, follow up on applications, and promote financial products
• Maintaining accurate and up-to-date customer records while ensuring confidentiality of sensitive information
• Ensuring compliance with company policies, lending regulations, and verification procedures
• Achieving sales targets by cross-selling and recommending appropriate financial solutions based on clients' needs
• Performing external or internal audits to verify the integrity of financial records and operations
• Documenting and Presenting audit results, including discrepancies, weaknesses, and potential financial risks and provide reports to management or regulatory bodies

Technical Support Advisor (Apple Media Services Team) - Transcom - Remote, ON

(2023-05 - 2024-06)

• Diagnosed and resolved technical problems with Apple devices, including iPhones, iPads, MacBooks, iMacs, and related accessories
• Ensured accuracy and completeness in handling customer transactions, refunds, adjustments, and account updates
• Participated in quality assurance initiatives and continuous improvement efforts
• Diagnosed and resolved technical issues related to billing and payment systems, including software glitches, payment processing errors, and billing discrepancies
• Contributed to the creation and updating of technical support documentation
• Adhering to data protection regulations and security protocols when handling sensitive customer information related to billing and payments
• Escalated unresolved issues to higher-level support or engineering teams with clear and comprehensive information
• Guided customers on how to use apple apps for managing payments, viewing invoices, and updating account information

Sales & Marketing Coordinator - Labour Master Solutions - Toronto, ON

(2022-11 - 2023-04)

• Generated new business by identifying and contacting companies in need of staffing solutions
• Conducted cold calls, emails, and client meetings to promote agency services
• Built and maintained client relationships to understand hiring needs
• Coordinated with the recruitment team to ensure timely placement of employees

Bachelor of Computer Applications - Distance Learning - Jaipur National University (2019 - 2023)

Advanced Diploma - Graphic Design (UX/UI) - Mohawk College (2020 - 2022)