Anoo George
Oshawa,ON
Summary
Dynamic Mobile Mortgage Specialist at TD Bank with a proven track record in financial analysis and client needs assessment. Successfully increased sales through strategic market penetration and robust partnerships. Expert in credit verification and mortgage advising, fostering strong customer relationships to drive satisfaction and achieve prompt loan closings. Been recognized as Icon Premier for 2024 and Icon for 2022,2023 & 2024 for performance.
Overview
9
9
years of professional experience
Work History
Mobile Mortgage Specialist
TD Bank
01.2019 - Current
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
- Remained updated with latest information related to mortgage products and services being offered.
- Reorganized, streamlined and strengthened operations to maximize performance and profitability in highly competitive markets.
- Explained legal aspects of loan to borrower, as well as payment terms and clauses.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Insurance Advisor
TD Bank
03.2016 - 01.2019
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Appraised personal and real properties to determine correct levels of coverage for each policy.
- Developed and implemented strategies to maximize customer satisfaction.
- Sold auto, home, and other various insurance products to individuals within assigned territory using consultative selling techniques.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Analyzed customer needs to provide customized insurance solutions.
Education
Bachelor of Commerce - Accounting And Finance
Pt. Ravishankar Shukla University
Raipur, India06-1997
Skills
- Financial analysis
- Document review
- Credit verification
- Credit analysis
- Client needs analysis
- Mortgage plan advising
Languages
Hindi
Native or Bilingual
English
Full Professional
Malayalam
Professional Working
Tamil
Limited Working
Urdu
Professional Working
Interests
- Volunteering for community initiatives to give back to local communities and make a positive impact
- Cooking
- I enjoy helping others and giving back to the community
- Watching Movies and TV Shows
Timeline
Mobile Mortgage Specialist
TD Bank
01.2019 - Current
Insurance Advisor
TD Bank
03.2016 - 01.2019
Bachelor of Commerce - Accounting And Finance
Pt. Ravishankar Shukla University
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