ANSH MALHOTRA
Brampton,Canada
Summary
Results-driven finance professional with a strong background in mortgage lending. Demonstrated expertise in client relationship management, financial analysis, and loan origination. Proficient in navigating complex transactions, ensuring compliance, and delivering tailored solutions. Recognized as a valued team player known for adaptability and unwavering commitment to achieving high standards.
Overview
6
6
years of professional experience
Work History
Mortgage Broker
Affinity Mortgage Solutions
01.2024 - Current
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Implemented efficient documentation practices that expedited processing times while ensuring compliance with industry regulations.
- Conducted comprehensive financial assessments to determine borrower eligibility for various loan programs, optimizing client outcomes.
ACCOUNT EXECUTIVE
STAGE TRY MARKETPLACE
03.2022 - 11.2024
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
MARKETING COORDINATOR
PRIZM FOODS
03.2021 - 03.2022
- Led a team of 4 business development representatives, reviewing weekly sales results, as well as highlighting areas of success or potential growth opportunities
- Cultivated a positive work environment by recognizing individual successes and providing feedback on areas of improvement
- Created reports on team performance metrics for upper management review
- Organized daily operations for the BDR Team, including scheduling, workload management and customer service support
- Organized promotional events in order to build brand awareness among current and prospective customers
- Ensured compliance with all applicable regulations related to business development activities
- Developed strategic partnerships with vendors to provide additional value to customers
- Created relationships with potential clients through cold calling, networking events, and other methods of outreach
- Conducted market research to identify trends, competitive activity, and opportunities for product and service growth
- Represented brand at local and trade association meetings to promote product
- Monitored and reported on performance metrics to track progress and ensure objectives were met
- Managed social media strategies to drive participation and engagement
- Tracked analytics for social channels, web traffic, and email campaigns.
BUSINESS DEVELOPMENT SPECIALIST
STAGE TRY MARKETPLACE
05.2021 - 03.2022
- Expanded client base by identifying and targeting new business opportunities through market research and analysis.
- Secured high-value accounts through building rapport with key decision-makers, understanding their needs, and presenting customized solutions tailored to their requirements.
- Improved lead generation efforts by refining prospecting techniques, resulting in higher-quality leads for the sales team.
- Developed and executed strategic sales plans, resulting in increased revenue and profitability for the company.
CONSUMER SERVICE REPRESENTATIVE
WEBWARE.IO
09.2019 - 03.2020
- Enhanced customer satisfaction by promptly addressing and resolving inquiries and concerns.
- Presented information to prospective customers, initiated new service and flawlessly set up customer accounts.
- Leveraged strong multitasking abilities to handle multiple tasks simultaneously without compromising quality of service.
- Conducted thorough research on complex issues, ultimately achieving successful resolutions for clients.
Education
B.COMM - MARKETING AND CONSUMER STUDIES
RYERSON UNIVERSITY
Toronto, OntarioSkills
- Consumer Engagement Strategies
- Strategic Business Development
- Client Requirement Analysis
- Strategic Lead Acquisition
Languages
Timeline
Mortgage Broker
Affinity Mortgage Solutions
01.2024 - Current
ACCOUNT EXECUTIVE
STAGE TRY MARKETPLACE
03.2022 - 11.2024
BUSINESS DEVELOPMENT SPECIALIST
STAGE TRY MARKETPLACE
05.2021 - 03.2022
MARKETING COORDINATOR
PRIZM FOODS
03.2021 - 03.2022
CONSUMER SERVICE REPRESENTATIVE
WEBWARE.IO
09.2019 - 03.2020
B.COMM - MARKETING AND CONSUMER STUDIES
RYERSON UNIVERSITY
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