waleed albokhari

Evaluate and authorize approvals of business, real estate, or credit loans. A specialist at evaluating the financial
status of a loan applicant. Duties include updating account records and reviewing loan files.
• Analyze active loan files on a regular basis and recommend solutions to speed up the loan
process.
• Complete loan contracts and teach clients on policies and regulations.
• Monitor and update account records.
• Submit loan applications in a timely manner.
• Respond to applicants questions and resolve any loan-related issues.

Oversee administrative operations related to client on boarding, investments, and corporate banking
transactions. Render optimal support to five relationship managers in ensuring correct identification of
customer needs and delivery of tailored solutions, products, and services. Ensure zero operational mistakes
and losses by accurately opening accounts and executing transactions. Enhance product knowledge
through continuous participation to relevant training and briefings.
• Executed support identification and management of risk in line with regulatory requirements and
group policies.
• Helped to cultivate positive relationships with customers, providing excellent service and swiftly
solving complaints.
• Applied refined insight when recommending process improvement ideas better aligned with
group’s main goals.
• Boosted customer satisfaction by building positive relationships with company CFOs.
• Made substantial contributions in increasing productivity and performance of relationship
managers.
• Commended for swiftly assisting a client with an account update.

Provided detailed insight in generating business opportunities, accurately understanding the market and implementing appropriate approaches. Forged robust, commercial relationships with multiple clients, handling up to 35 inquiries per week. Effectively engaged with difficult customers and swiftly escalate issues. Obtained cost-effective bids for parts, supplies, tools.

-Capitalized on customer service and communication abilities to secure long-term relationships with multiple clients.
-Augmented sales for bikes and raised customer numbers by setting targets for the maintenance area.
-Streamlined workflow by thoroughly assessing parts and supplies and ensuring adequate stock levels.
-Focused on continuous professional development by participating in training sessions.
-Proposed an expansion to customer rest area which led to an increase in purchases.

Spearheaded maximisation of commercial outcomes whilst observing regulatory / compliance standards. Monitored cash related duties, including balancing currency and calculating daily transactions. Ensured accuracy and attention to detail when opening customer accounts, processing customer adjustments, and scrutinising checks for endorsements.

-Augmented company bottom line and closed sales target before deadline by ensuring effective resolution of clients’ product or service issues.
-Built customer confidence by providing clear financial advice to clients with varying levels of financial understanding.
-Conducted detailed investigations into client circumstances, enabling provision of customised service and appropriate financial product recommendations.