Bhavik Patel
Toronto
Summary
Driven individual with a passion for finance and REMIC certification holder, eager to leverage strong interpersonal skills, solid knowledge of financial concepts and regulations, and dedication to excel in the mortgage industry. I am committed to delivering exceptional service to clients while helping my organization achieve its goals.
Overview
7
7
years of professional experience
Work History
Mortgage Agent
Affinity Mortgage Solutions
2024.03 - Current
- Staying up-to-date on current mortgage trends and regulations, ensuring compliant and knowledgeable service delivery.
- Develop strong relationships with real estate agents, builders, and other industry professionals to grow the referral network.
- Explaining various mortgage products to clients, assisting them in selecting the best option for their needs.
- Creating loan packages based on consumer needs and financial history.
- Negotiating favorable mortgage terms with lenders, resulting in lower interest rates and fees for clients and resulting in customer satisfaction.
- Preparing comprehensive loan packages for submission to lenders, ensuring completeness and accuracy of documentation for expediting approval.
- Maintaining a high level of professionalism in all interactions, fostering trust and building long-term client relationships.
- Identified opportunities to cross-sell and upsell loan products to customers.
Operations Manager
Rome Transportation
2022.02 - Current
- Promoted to Logistics Operation Manager position.
- Assist in fulfilling transportation service requirements for customers
- Supervising and managing daily logistical operations within Pickering Satellite Office
- Training newly appointed logistics coordinator to develop skills for Planning and coordinating shipments within Canada /US (LTL or FTL) optimally based on orders received from Account Executives.
- Maintain positive relationships with the customers of all account executives by proactively resolving any escalated issues by them to meet overall service standards.
- Liaising with the Accounts Receivable team to dispute any invoice-related issue.
- Sourcing new carriers for an existing and new business that meets minimum standards obtaining documentation as required (i.e. Insurance & Authorities)
- Prepare and submit monthly performance reports of various carriers that are actively working with the company also log any service failures on monthly basis to plan better for next month.
- Identify areas for improvement to ensure smooth logistical operations flow.
Logistics Coordinator
Rome Transportation
2019.06 - 2022.02
- Planning and coordinating shipments within Canada /US (LTL or FTL) optimally based on orders received from Account Executives.
- Posting rate/availability requisitions on Load Link Software daily based on the quote requested received from Account Executives.
- Contact carriers to negotiate, required equipment, service expectations, and line-haul/accessorial rates to provide the best value to the customer and organization.
- Ensuring the accuracy of shipping information and obtaining appropriate customs documents for timely cross-border movement of loads assigned.
- Manage all administrative duties by filling out bills of ladings, invoices, and processing load confirmation as well as any customs documentation needed for clearance.
- Ensure the organization’s TMS is up to date with communicative information and billing info for both carrier and Customer.
- Build and maintain positive relationships with carriers and work with them to determine whether there are any potential synergies between the carrier and the organization.
Inventory and Logistics Coordinator
Ikou Inc.
2017.02 - 2019.05
- Prepare shipping documents and obtain shipping quotes from freight companies.
- Meet order execution deadlines for major companies to maintain higher vendor compliance scores.
- Coordinate with freight companies for timely delivery of international shipments.
- Develop new contracts with supply chain partners to achieve cost-efficient solutions.
- Monitor deliveries and maintain accurate logs of transportation and goods.
- Coordinate with the warehouse team for inventory and dispatch of orders.
- Improve processes to build vendor relationships and resolve shipping-related issues.
- - Serve as a member of the Safety Committee Team and a part-time Sales Representative in the Showroom.
Education
Certificate - REMIC Mortgage Agent Course (RMAC)
REMIC
02.2024
Post Graduate Certificate - Global Logistics And Supply Chain Management
Seneca Polytechnic
Toronto, ON12.2014
Bachelor of Science - Commerce
NKTT College
Mumbai, India03.2011
Skills
- Lead Generation
- Goal-Oriented
- Customer Relations
- Attention to Detail
- Adaptability
- Loan Origination
- Negotiation Tactics
- Excellent Communication
Timeline
Mortgage Agent
Affinity Mortgage Solutions
2024.03 - Current
Operations Manager
Rome Transportation
2022.02 - Current
Logistics Coordinator
Rome Transportation
2019.06 - 2022.02
Inventory and Logistics Coordinator
Ikou Inc.
2017.02 - 2019.05
Certificate - REMIC Mortgage Agent Course (RMAC)
REMIC
Post Graduate Certificate - Global Logistics And Supply Chain Management
Seneca Polytechnic
Bachelor of Science - Commerce
NKTT College
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