Professional Summary

Rahim Jiwa joins the B2E program with a diverse background in banking, payroll, treasury, mortgage, and retail management. Through his variety of positions as a professional, Rahim has acquired strong skills in communication, adaptability and is self-motivated in the workplace. These skills have helped Rahim excel in the areas of Web Based Support, Customer Service, and Project Management. Rahim hopes to incorporate his technical and customer service experience with formal project management training to launch his career in IT.
Rahim Jiwa


  • Methodologies: Agile, Waterfall
  • Soft Skills: Communication, Adaptability, Self- Motivated
  • Relevant Experience: Web Based Support, Coordination, Customer Service, Project Management
  • Software: Microsoft Office Suite, SharePoint, Andera, OptRight, Hogan, LIS, CEO

Education & Training

  • York Solutions’ Barriers to Entry ProgramConcentration: Project Management (in process)
  • Metropolitan State University- B.A. Major: Individual Studies Minor: Project Management

Professional Experience Highlights

Online Account Opening Live-Chat Email Specialist

  • Assist customers in completing the account opening process, account maintenance and support utilizing existing and new technologies via multiple access channels.
  • Utilize multiple access channels, such as inbound/outbound phone, chat, co-browse, and email, to assist customers throughout all phases of the online account opening, maintenance and support process; may pre-fill account opening information on the customer’s behalf.
  • Review account opening/change documentation for compliance, risk and completeness. Troubleshoot technical and documentation/information issues and coordinates with various functional areas to resolve and move forward or decline. Coordinate with internal and external customers to ensure application process is seamless.
  • Prepare monthly and quarterly reporting for online new account openings.

New Client Coordinator

  • Investigated, analyzed, researched, and resolved simple to highly complex problems.
  • Interacted with the sales and customer service departments to set-up new payroll clients in a deadline driven environment. Technical and customer support for the online OptRight payroll product.
  • Received Service Excellence Awards in November 2007, October 2008, January 2009, and June 2010 for exceeding monthly new kit goals, exceeding customer’s expectations, and developing new relationships for cross selling of payroll and banking products.
  • Provided user-acceptance-testing and training for rollout of the online OptRight payroll product.

Automatic Data Processing

  • Answer inbound calls from clients and provide support on all payroll-related inquiries in a high-volume call center.
  • Provide web-based support and educate clients on new web.
  • Document calls and information in case-management.

Post-Closing Specialist

  • Audit loan files after closing to ensure compliance of closing documents, legal documents, servicing documents, closing conditions and investor requirements. Calculate and verify income guidelines.
  • Tracked missing and deficient documents in Mortgage Flex and contact appropriate party to obtain corrections. Deliver file to Resolutions if there are collateral documentation issues.
  • Validated and input data required in IMS and Café 2.2 in ensure accurate delivery of loan data.