KRISHMA PATEL
London,UK
Summary
Experienced professional specializing in customer service within automotive technology and financial services, currently working as a virtual preparation specialist at Tesla. Proven track record of improving operational efficiency and surpassing performance goals while delivering superior customer experiences. Expertise in CRM systems, KYC processes, affordability assessments, and effective stakeholder communication, underpinned by a strong focus on process improvement and compliance. Analytical and adaptable, dedicated to fostering excellence through teamwork and innovative solutions.
Overview
23
23
years of professional experience
Work history
Virtual Preparation Specialist
TESLA
London
2023.08 - 2026.03
- Coordinate and triage customer repair requests using advanced digital tools and data-driven insights.
- Provide proactive remote support to customers, resolving concerns efficiently to optimise the onsite experience.
- Manage booking schedules, service timelines, and customer communication to ensure smooth workflows.
- Collaborate with workshop teams to meet service targets and maintain high customer satisfaction.
- Liaise directly with customers via phone and digital channels to gather and verify service requirements.
- Actively collaborating and communicating with various areas within the business.
- Key Achievements:
- Improved customer repair turnaround times through effective triaging and communication.
- Recognised for maintaining high customer satisfaction scores.
Lettings Administrator
CIRCA LONDON
London
2023.03 - 2023.07
- Managed client onboarding and documentation with accuracy and compliance.
- Coordinated property viewings and handled administrative duties including data transfer and file management.
- Ensured all client records met GDPR and data protection standards.
Broker Case Manager
GENERATION HOME
London
2022.02 - 2023.03
- Supported brokers throughout the mortgage process, managing cases from application to completion.
- Conducted KYC, affordability, and ID verification checks to maintain compliance.
- Handled broker and client communications, ensuring timely updates and transparency.
- Liaised with internal departments to resolve complex cases and accelerate processing.
Mortgage Enquiry Consultant
SANTANDER
Leicester
2014.04 - 2022.01
- Delivered tailored mortgage and financial advice while managing a high volume of client enquiries.
- Ensured compliance with lending policies, affordability checks, and risk mitigation procedures.
- Supported cross-sales of banking products including credit cards and current accounts.
- Mentored team members and supported onboarding and training initiatives.
- Key Achievements:
- Consistently exceeded sales and retention targets.
- Recognised for outstanding customer service and teamwork.
Mortgage Retention Advisor
ALLIANCE & LEICESTER
Leicester
2005.06 - 2014.01
- Managed mortgage retention cases and provided compliant financial advice to clients.
- Delivered consistent cross-sales performance through relationship building and customer service.
- Supported training and mentoring initiatives to improve team performance.
Sales Consultant – Samsonite
SELFRIDGES
Birmingham
2003.08 - 2005.06
- Revitalised underperforming department, achieving £100K+ in sales within 10 months.
- Delivered exceptional customer service and maintained top merchandising standards.
- Supported new store openings and trained new sales staff.
Education
BA (Hons) - Design Management
De Montfort University
LeicesterSkills
- Customer relationship management
- Financial services
- KYC and ID verification Affordability assessments
- clear communication
- Stakeholder communication
- Risk and compliance management Data protection and privacy GDPR and DPA expertise
- Process improvement and data accuracy
- Sales enhancement
- employee coaching
- Employee training
REFERENCES
Available upon request
Timeline
Virtual Preparation Specialist
TESLA
2023.08 - 2026.03
Lettings Administrator
CIRCA LONDON
2023.03 - 2023.07
Broker Case Manager
GENERATION HOME
2022.02 - 2023.03
Mortgage Enquiry Consultant
SANTANDER
2014.04 - 2022.01
Mortgage Retention Advisor
ALLIANCE & LEICESTER
2005.06 - 2014.01
Sales Consultant – Samsonite
SELFRIDGES
2003.08 - 2005.06
BA (Hons) - Design Management
De Montfort University