Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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ANMOL CHAUDHARY

Brampton,Canada

Summary

Seeking an opportunity to work and build a successful career in the Mortgage Industry where I can utilize my skill. To be associated with a progressive and outstanding institution that gives scope to update my knowledge, skills according to latest trends and be part of a dynamic team that contributed towards growth of the leading market.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Mortgage Specialist

Bank of Montreal
Etobicoke, ON
11.2022 - 10.2023
  • Developed and maintained relationships with customers, real estate agents, and other professionals in the industry.
  • Prepared loan documents such as credit reports, income statements, appraisals, and closing statements.
  • Reviewed property titles to ensure accuracy of information prior to loan approval.
  • Analyzed customer financial data to determine eligibility for mortgage programs.
  • Provided support during the underwriting process by collecting additional documentation when needed.
  • Conducted pre-qualification interviews with borrowers over the phone or in person.
  • Maintained accurate records of all transactions including origination fees, interest rates.

Mortgage Agent

Dominion Lending Centre
Mississauga, ON
08.2021 - 09.2022
  • Prepared loan applications for submission to lenders.
  • Researched and analyzed market trends to identify potential customers.
  • Conducted financial assessments of applicants' creditworthiness and suitability for mortgages.
  • Negotiated with lenders to ensure competitive rates for clients.
  • Reviewed closing documents to ensure compliance with regulations.
  • Worked with A lenders(Scotia,TD) and B lenders (Home Trust,First national and others) and various Private lenders.

Marketing Director

World Financial Group
Brampton, ON
11.2017 - 07.2021
  • LLQP certified under FSRA regulations.
  • Served as a licensed life insurance and investment Agent.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Upsold products to policyholders and potential new clients.
  • Researched strengths and weaknesses of competitors to develop strategies for increasing new business.
  • Directly worked with the prestigious banks and Investment companies in Canada such as RBC, BMO,TD, Ivari,Equitable,Industrial Alliance.

Education

Post-Baccaleurate Diploma - Financial Services

Cegep De La Gaspesie Et Des Lles
Montreal, QC
09.2017

Post-Baccaleurate Diploma - International Business

St Lawrence School of Business
Kingston, ON
09.2016

Bachelor of Engineering - Electronics And Communication

Punjab Technical University
Punjab,India
07.2015

Skills

  • Market Research and Analysis
  • Relationship Selling
  • Negotiation Tactics
  • Property Evaluation
  • Purview In depth Knowledge
  • Equifax Software
  • Financial History Analysis
  • Credit History Review

Certification

  • Licensed in LLQP
  • Licensed by "Real Estate and Mortgage Institute of Canada Inc" - 2021.
  • Next generation graduate in Leadership Course by "The Humphrey Group"- 2021.
  • First Aid and CPR certified by "Canadian Red cross"

Languages

English
Full Professional
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual

Timeline

Mortgage Specialist

Bank of Montreal
11.2022 - 10.2023

Mortgage Agent

Dominion Lending Centre
08.2021 - 09.2022

Marketing Director

World Financial Group
11.2017 - 07.2021

Post-Baccaleurate Diploma - Financial Services

Cegep De La Gaspesie Et Des Lles

Post-Baccaleurate Diploma - International Business

St Lawrence School of Business

Bachelor of Engineering - Electronics And Communication

Punjab Technical University

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