Summary
Overview
Work History
Education
Skills
Software
Interests
Timeline
Hi, I’m

Parth Bilakhiya

Finance Professional
Auckland
Parth Bilakhiya

Summary

Experienced loan specialist with a strong focus on data accuracy and security. Dedicated and diligent professional with a proven track record of assisting clients, managing payment schedules, and conducting thorough credit history reviews. Possessing comprehensive knowledge of all credit procedures, committed to ensuring seamless loan processes and delivering exceptional customer service.

Overview

9
years of professional experience
29
years of post-secondary education
2
Languages

Work History

MTF FINANCE

Lending Specialist
08.2024 - Current

Job overview

  • Provided exceptional customer service by addressing client inquiries promptly and professionally.
  • Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
  • Negotiated favorable loan terms for clients by leveraging a strong understanding of market trends and competitor offerings.
  • Monitored loan performance within assigned portfolio, proactively addressing potential issues to maintain profitability and minimize delinquency rates.
  • Assisted colleagues in managing complex loan applications, expediting processing time and ensuring timely approvals.
  • Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.

HEARTLAND BANK

CREDIT MANAGER
11.2021 - 07.2024

Job overview

  • Conducting independent evaluations of secured and unsecured consumer, business, and trust loans and leases up to $500,000, with full underwriting autonomy below $125,000.
  • Evaluating each application on an individual basis to achieve optimal outcomes for all parties involved in a timely manner.
  • Nurturing relationships with our network of dealers and brokers to enhance our symbiotic interdependence.
  • Maintaining exceptional attention to detail in a fast-paced environment, resulting in zero policy breaches across all QA hindsight evaluations to date.
  • Collaborating with relationship managers and support teams to achieve agreed-upon service levels and improve them.
  • Delivering guidance and training to new loan underwriters.
  • Collaborating with colleagues on high-risk transactions to ensure compliance and a favorable outcome for all stakeholders.

HOMECARE MEDICAL NZ

SENIOR SERVICE FACILITATOR
08.2020 - 10.2021

Job overview

  • Facilitated effective communication between internal departments to resolve issues swiftly and prevent potential escalations.
  • Led an after-hours team, managing shift schedules and handling escalations.
  • Trained new staff and conducted daily stand-ups to ensure smooth operations.

HOMECARE MEDICAL NZ

TEAM LEAD
04.2020 - 08.2020

Job overview

  • Led an after-hours team, managing shift schedules and handling escalations.
  • Trained new staff and conducted daily stand-ups to ensure smooth operations.

INTELLIHUB GROUP

SERVICE CO-ORDINATOR
08.2018 - 03.2019

Job overview

  • Provided operational support, managed data, and offered customer service.
  • Coordinated with contractors and field teams to ensure timely completion of service deployments.

PWC (PRICE WATERHOUSE COOPERS PRIVATE LIMITED)

FORENSIC ANALYST
01.2016 - 10.2016

Job overview

  • Delivered insurance claim audits and financial reports, reducing fraud and improving processes.
  • Managed key projects, including a $14 billion collaboration with British Petroleum.

Notable Achievements.

  • Led British Petroleum's $14B project with PwC, ensuring timely claims processing.
  • Managed data exchange for top banks in India, notably with the State Bank of India.
  • Received recognition for exemplary performance on the BP project.

Education

CFA Institute

No Degree from CFA LEVEL 2 Candidate
04.2001 - Current

Manukau Institute of Technology
Auckland, AUK

GRADUATE DIPLOMA IN ACCOUNTING (LEVEL 7) from Accounting And Finance
04.2017 - 12.2018

University of Mumbai
Mumbai

BACHELOR OF ACCOUNTING AND FINANCE from Accounting And Finance
04.2011 - 12.2014

Skills

Sales acumen

Software

Salesforce

MYOB

XERO

SAP

Microsoft office

Interests

Cricket

Chess

Timeline

Lending Specialist

MTF FINANCE
08.2024 - Current

CREDIT MANAGER

HEARTLAND BANK
11.2021 - 07.2024

SENIOR SERVICE FACILITATOR

HOMECARE MEDICAL NZ
08.2020 - 10.2021

TEAM LEAD

HOMECARE MEDICAL NZ
04.2020 - 08.2020

SERVICE CO-ORDINATOR

INTELLIHUB GROUP
08.2018 - 03.2019

Manukau Institute of Technology

GRADUATE DIPLOMA IN ACCOUNTING (LEVEL 7) from Accounting And Finance
04.2017 - 12.2018

FORENSIC ANALYST

PWC (PRICE WATERHOUSE COOPERS PRIVATE LIMITED)
01.2016 - 10.2016

University of Mumbai

BACHELOR OF ACCOUNTING AND FINANCE from Accounting And Finance
04.2011 - 12.2014

CFA Institute

No Degree from CFA LEVEL 2 Candidate
04.2001 - Current
Parth BilakhiyaFinance Professional