Anuj Thakkar
Calgary
Summary
Professional Summary
Detail-oriented and customer-centric mortgage professional with international experience in sales, marketing, and customer support. Demonstrated success in cultivating strong client relationships, providing customer-focused solutions, and efficiently supporting end-to-end loan processing. Proficient in financial documentation review, loan processing, and customer relationship management. Dedicated to ensuring a seamless and timely loan experience that contributes to business growth and enhances client satisfaction.
Overview
6
6
years of professional experience
Work History
Financial Service Representative
Easy Financial
03.2024 - Current
- Apply underwriting principles for personal and secured loan and prepare and manage loan documentation for accuracy and completeness for processing and approval
- Regularly review loan and credit files to ensure accuracy and compliance
- Assist clients with personal loan applications and account management
- Consult with clients to develop personalized financial strategies and solutions
- Evaluate financial status, credit, and debt-to-income ratio to assess loan eligibility
- Build strong relationships with clients to drive growth and satisfaction
- Educate clients on ROI terms and provide informed financial recommendations
- Ensure compliance with credit standards and reject applications within guidelines
Customer Experience Associate/Cashier
Walmart Canada
03.2022 - 03.2024
- Understanding client's needs by actively listening and providing help to achieve their goals
- Efficiently manage cash transactions, process receipts, and support cashier and customer service desk operations with accuracy
- Resolve customer inquiries and issues promptly and professionally, building and maintaining strong relationships to ensure a positive customer experience and satisfaction
Finops Analyst
Lendingkart
08.2019 - 01.2022
- Performed due diligence and preliminary underwriting on new customers by reviewing KYC documents and verifying identity
- Prepared and maintained accurate loan documentation to ensure compliance with internal policies and regulatory standards
- File application of new customer and fetching credit bureau
- Analyze credit bureau Reports and financial statements to determine the degree of risk involved in lending money
- Conducted detailed review and analysis of bank statements, monitored downgraded accounts, and identified associated banking relationships.
- Evaluate customer records based on credit reports and past payment history
Education
Marketing Management Graduate Certificate Program -
Centennial College
Toronto, ON01.2023
Financial Planning Graduate Certificate Program - undefined
Humber College
Toronto, ON01.2022
Bachelor Of Business Administration - Finance
GLS University
01.2019
Skills
- Proficient in developing comprehensive financial solutions
- In-depth Understanding of Underwriting
- Strong interpersonal and communication skills
- Highly organized
- Detail-oriented
- Effective at multitasking
- Experienced in using Microsoft Office
- Experienced in using Sales-force
- Detail oriented in preparing and validating loan agreements
- Skilled in problem-solving
Websites
Authorized
Commissioner of Oaths (Alberta)
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Financial Service Representative
Easy Financial
03.2024 - Current
Customer Experience Associate/Cashier
Walmart Canada
03.2022 - 03.2024
Finops Analyst
Lendingkart
08.2019 - 01.2022
Financial Planning Graduate Certificate Program - undefined
Humber College
Bachelor Of Business Administration - Finance
GLS University
Marketing Management Graduate Certificate Program -
Centennial College
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