Amit Handa
Calgary,AB
Summary
Dedicated Mortgage Associate adept at clarifying mortgage options and guiding clients through application processes. Strong collaboration with underwriters and attention to detail ensure accurate submissions and timely approvals, enhancing overall client experience.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Mortgage Advisor
Pine Financial
Calgary, Alberta
12.2024 - Current
- Clarified mortgage terms for clients, guiding them through various options.
- Ensured regulatory compliance by reviewing and preparing loan applications.
- Enhanced communication by providing clients with regular application status updates.
- Utilized mortgage software to manage client information efficiently.
- Facilitated timely loan approvals by collaborating closely with underwriters.
- Analyzed mortgage industry trends to offer clients current insights.
Mortgage Associate
Neo Financial
Calgary, Alberta
07.2023 - 11.2024
- Assisted clients in understanding mortgage products and application processes.
- Reviewed mortgage applications for accuracy and completeness before submission.
- Coordinated with underwriters to resolve outstanding issues on loan files.
- Provided exceptional customer service by answering inquiries and addressing concerns.
- Maintained organized documentation of client interactions and loan processes.
- Educated clients on financial options to help them make informed decisions.
- Collaborated with team members to streamline workflow and improve efficiency.
- Followed up regularly with customers throughout the entire mortgage process in order to ensure satisfaction.
Mortgage Agent
The mortgage Group
Calgary, Alberta
04.2022 - 06.2023
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Coordinated with underwriters for loan approval and final decision-making.
- Prepared and reviewed loan agreements to ensure accuracy and completeness.
- Established and nurtured relationships with real estate agents and other industry professionals.
- Utilized CRM systems to effectively manage client interactions and follow-ups.
- Assisted clients in understanding mortgage options and terms.
Education
BBA - Accounting Majors
Bow Valley College
Calgary04-2017
Skills
- Mortgage product knowledge
- Risk assessment
- Customer relationship management
- Mortgage software
- Financial analysis
- Problem solving
- Attention to detail
- Industry trend analysis
- Negotiation
- Mortgage banking
- Real estate market awareness
- Documentation review
Certification
Mortgage licence AB & ON
References
References available upon request.
Timeline
Mortgage Advisor
Pine Financial
12.2024 - Current
Mortgage Associate
Neo Financial
07.2023 - 11.2024
Mortgage Agent
The mortgage Group
04.2022 - 06.2023
BBA - Accounting Majors
Bow Valley College