Jaydeepsinh Gohil

• Independently managed the Acquisition, Retention and
Servicing of my Mortgage Broking business.
• Manage all Administration task for our financial
Aggregator, includes managing all commission claim,
expenses, servicing client.
• Generated new business prospects by engaging with
Friends and Family, Social media marketing, accounting
firms, Real estate agents and Buyers advocate.
• Proactively engaged in managing client relationship which
gave me more prospects for new business referrals.
• Followed up with financial institutions from application to
settlement stage.
• Maintained CRM database for existing and new
prospective customers.

• Managed comprehensive administrative operations to
ensure smooth business functions.
• Oversaw ordering, invoice payments, and prompt
resolution of customer queries.
• Developed staff rosters, payroll systems, and performance
metrics to enhance workforce efficiency.
• Implemented compliance protocols to align with
organizational standards.
• Generated reports to analyse operational performance
and identify improvement areas.

• Managed all administrative activities related to payment
processing for franchisees and contractors, ensuring
accuracy and timeliness.
• Streamlined payment request processing and
administrative operations to enhance efficiency.
• Contributed to marketing initiatives, improving brand
visibility for real estate agency.
• Supervised invoice processing and payroll management,
maintaining compliance with financial standards.
• Developed and implemented staff rostering strategies to
optimize team performance.

• Managed all aspects of superannuation payments and
compliance at NAB, ensuring accurate processing and
adherence to regulatory standards.
• Oversaw administrative tasks related to superannuation
payments, optimizing workflow efficiency.
• Processed payment requests and maintained meticulous
records for compliance audits.
• Facilitated member roll-in and rollover requests while
ensuring timely execution.
• Collaborated with cross-functional teams to enhance
payment processes and compliance measures.

As a Commercial Car Service Consultant, I facilitated excellent
customer service for Commercial Card Customers while managing
key performance indicators.
• Served as the primary point of contact for Commercial
Card Customers, providing tailored credit solutions.
• Maintained key performance indicators for Average
Handling Time (AHT) and After Call Work (ACW) to ensure
efficiency.
• Utilized multiple systems including Vision+, CAP, Hogan,
and Maude to effectively multitask and manage customer
inquiries.
• Assisted customers with credit reviews and limit
increases, ensuring their needs were met promptly.
• Managed both inbound and outbound calls, consistently
delivering high-quality customer service.

• Managed administrative operations for mortgage
settlements, ensuring accuracy and timely processing of
documents.
• Handled communications through various channels to
streamline workflow and maintain productivity.
• Organized and prepared post-settlement documents,
ensuring compliance with regulatory standards.
• Utilized Citrix and Docuprep Software to enhance
documentation efficiency and reduce processing time.
• Developed expertise in property settlement procedures
within a high-volume settlement environment.

• Managed customer service and sales teams to
consistently achieve performance targets. Mentored team
members, enhancing their skills and job satisfaction.
Monitored compliance with security procedures and cash
handling processes across branches. Analyzed branch
performance using P&L statements and implemented
strategies for improvement. Collaborated with
stakeholders to ensure operational efficiency.

As a Sr. Consultant Customer Service, I focused on enhancing
customer service efficiency and streamlining administrative
processes.
• Achieved customer service KPIs and managed team
rosters to reduce sick leave.
• Served as a Pricing and Premium Analyst, processing new
business, renewals, and endorsements in an underwriting
role.
• Identified and implemented solutions for one-call
resolutions, improving customer service operations.
• Provided technical and underwriting support to advisers
and brokers, enhancing their product knowledge.
• Executed workforce planning to maximize productivity
and ensure service level agreements were met.
• Managed internal and external stakeholder complaints
and oversaw office administration tasks.
• Performed data entry and administrative duties, including
responding to emails and processing documentation.

As a Sr. Energy Consultant, I managed customer inquiries and
ensured service excellence while supporting sales operations.
• Achieved sales and customer service KPIs by effectively
managing inbound calls related to energy queries.
• Promoted promotional products and assisted customers
with their needs.
• Served as the primary point of contact for escalated
issues, resolving customer problems efficiently.
• Facilitated after-hours transfer and connection orders
using MSATS, ensuring smooth operations.
• Tracked and followed up on Certificates of Electrical
Safety (CES) and Electrical Work Requests (EWR).
• Proactively sold household solar systems to consumers,
enhancing sales performance.
• Coordinated workforce requirements to meet call centre
KPIs and service level agreements, organizing
administrative and sales support.
• Provided after-sales service, continuous market feedback,
and handled customer complaints, contributing to overall
office administration and competitive tracking.