Amandeep Kaur
Brampton,ON
Summary
Talented lending specialist with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Lending Specialist
Fairstone Bank
08.2021 - Current
- Act as a point of contact for traders and the clearing area, liaising with staff from different institutions to resolve concerns pertaining to trading activities.
- Oversee the settlement of lending and trading activities involving Canadian, North American, or international securities (asset categories include: bond, stock, and money market).
- Develop and maintain relationships with suppliers and customers;-Review monthly statements to determine lending fees payable and receivable;-Balance money entries;-Develop trading, option, and hedge strategies;-Identify opportunities and develop channels for the purchase or sale of securities or commodities;-Notify other traders, managers, or customers of market conditions, including volume, price, competition, and dynamics
- Compile documentation for special orders, such as option and margin purchases.
Census Enumerator
STATISTICS CANADA
06.2021 - 07.2021
- Improved data accuracy by diligently collecting and recording census information from households.
- Enhanced community participation in the census by conducting door-to-door visits and providing clear explanations of the process.
- Maintained strict confidentiality with sensitive personal information, ensuring compliance with federal regulations.
- Increased response rates by addressing concerns and answering questions regarding the importance of accurate census data.
Lending Specialist
CASH 4 YOU
01.2021 - 07.2021
- Enhanced loan application approval rates by conducting thorough credit analyses and evaluating borrower''s financial status.
- Streamlined the lending process for clients, guiding them through document preparation and submission requirements.
- Improved customer satisfaction by delivering personalized loan consultation services tailored to individual financial needs.
- Assisted colleagues in managing complex loan applications, expediting processing time and ensuring timely approvals.
Retention Specialist
S&P Data, Hamilton
06.2020 - 10.2020
- Increased customer retention rates by developing and implementing effective loyalty strategies.
- Enhanced customer satisfaction levels with proactive communication and timely resolution of issues.
- Reduced churn rates by identifying at-risk customers and crafting personalized retention plans.
- Boosted revenue through upselling and cross-selling opportunities during customer interactions.
Manager of Operations
SUBWAY®Restaurants
02.2017 - 03.2020
- Streamlined operational processes by implementing efficient workflow management strategies.
- Improved customer satisfaction ratings by ensuring prompt resolution of issues and concerns.
- Managed cross-functional teams for successful project completion and timely delivery.
- Developed strong relationships with suppliers, resulting in reduced costs and better quality products.
Education
Post-Degree Certificate - Business Administration
Mohawk College of Applied Arts And Technology
Hamilton, ON08.2016
BBA - Finance
GURU NANAK DEV UNIVERSITY
PUNJAB, INDIA06.2014
Skills
- Reconciliation
- Administration Collaboration
- Transaction Management
- Finance background
- Creative solutions
- Innovative Ideas
- Client Services
- Securities Lending
Settlements
- Asset Management
- Legal Documentation
Languages
English
Full Professional
Certification
- Licensed Mortgage Agent- September 2021- current
Timeline
Senior Lending Specialist
Fairstone Bank
08.2021 - Current
Census Enumerator
STATISTICS CANADA
06.2021 - 07.2021
Lending Specialist
CASH 4 YOU
01.2021 - 07.2021
Retention Specialist
S&P Data, Hamilton
06.2020 - 10.2020
Manager of Operations
SUBWAY®Restaurants
02.2017 - 03.2020
Post-Degree Certificate - Business Administration
Mohawk College of Applied Arts And Technology
BBA - Finance
GURU NANAK DEV UNIVERSITY
- Licensed Mortgage Agent- September 2021- current
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