Uma Srinivas

Assistant CRM Manager with experience in customer onboarding, database management, and payment collections. Skilled in handling customer queries, maintaining accurate records, and ensuring smooth coordination with teams. Focused on improving customer satisfaction and delivering a seamless customer experience.

Assistant CRM Manager at Zippserv

Managed customer onboarding, agreements, documentation, and payment collections in the real estate sector.

Managed customer onboarding and guided clients through the end-to-end process

Executed agreements and handled documentation

Raised monthly demands and ensured timely payment collections

Assisted customers in the property registration process

Resolved customer escalations and queries

CRM Executive at Modern Spaces

Handled customer onboarding, database management, and payment collection processes.

Handled customer onboarding, agreements and registration

Managed customer database and records

Collected, processed, and tracked payments

Generated invoices and maintained records

Processed mortgage loans and analyzed financial documents for compliance.

Handled various loan types including FHA, VA, USDA, and Jumbo

Reviewed tax returns for compliance

Calculated income from paystubs, W-2s, and financial documents

Analyzed business and personal tax returns

Accounts Assistant at Vijaya Enterprises

Managed daily financial transactions and vendor payments.

Managed daily financial transactions, including bank and cash activities, and prepared daily statements for management review

• Processed vendor payments and maintained accurate records of Petty Cash

Associate at Thought Focus

Bachelor of Commerce in Commerce – Mysore University, SBRR Mahajana's First Grade College

Pre-University – BGS Pre-University College