Baljot Kaur
Calgary,Canada
Summary
Experienced and highly-motivated professional with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
Work History
Financial Service Representative
Easyfinancial Services
Calgary, AB
08.2021 - Current
- Collected, reviewed, and verified confidential client documents for personal and home equity loan approvals, ensuring loan eligibility and submitting applications to the underwriting team.
- Offered various payment arrangements to manage accounts receivable, including deferrals, partial payments, term extensions, and loan refinancing
- Executed daily administrative and clerical tasks to effectively manage business activities, while following up on client inquiries.
- Facilitated process and supported clients regarding their insurance claims for injury, sickness, critical illness, or disability.
Product Specialist
Crowfoot Dodge Chrysler
Calgary, Alberta
04.2021 - 08.2021
- Greeted customers at arrival to build positive relationships and discuss vehicles.
- Negotiated prices with customers who wanted to buy used cars from the dealership's lot.
- Prepared sales contracts, collected payments and coordinated vehicle delivery with service department.
Leasing Specialist
Easyhome Rent to Own
Calgary, AB
08.2020 - 03.2021
- Performed front desk and administrative duties, such as welcoming customers, suggesting appropriate products, scheduling pickups and deliveries of furniture/appliances, and coordinating with delivery drivers.
- Uploading shipment receipts in the system, printing bar codes for new products and updating inventory details
- Achieved daily call targets, consistently followed up with potential customers, and maintained accurate lead logs.
Senior Customer Representative
Concentrix Services Ltd
Chandigarh, India
07.2016 - 03.2020
- Provided customers with information and resources regarding air ticketing, air miles redemption, date change, and ticket cancellation utilizing Amadeus software
- Provided support to the members as a senior representative, enhancing both customer satisfaction and business performance
- Track, document, and retrieve information on the call tracking database.
Education
Bachelor of Commerce -
Panjab University
Chandigarh, India04.2016
High school Diploma -
Shivalik Public School
Chandigarh, India03.2013
Skills
- Strong organizational skills
- Multi-tasking ability
- Excellent verbal and written communication skills
- Initiative and proactive
- Salesforce (CRM software)
- Task Prioritization
- Time Management
- Problem-Solving
- Customer Relations
- Self-Directed
- Teamwork and Collaboration
- Analytical thinking
- Microsoft Office
- Decision-Making
- Account Monitoring
Accomplishments
- Worked as lead support & product trainer for new hires (Concentrix, 2019 & Easyfinancial, 2023)
- Rewarded as employee of the month (Easyhome, 2021)
- Region wide record-breaking funding done in a single day (Easyfinancial, 2022)
- Achieved monthly team metrics 3 times in a row with shortage of staff (Easyfinancial, 2022)
- Assigned as delegate branch manager (Easyfinancial, 2023 & 2024)
Languages
- English
- Punjabi
- Hindi
- Urdu
References
Available upon Request
Timeline
Financial Service Representative
Easyfinancial Services
08.2021 - Current
Product Specialist
Crowfoot Dodge Chrysler
04.2021 - 08.2021
Leasing Specialist
Easyhome Rent to Own
08.2020 - 03.2021
Senior Customer Representative
Concentrix Services Ltd
07.2016 - 03.2020
Bachelor of Commerce -
Panjab University
High school Diploma -
Shivalik Public School
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