Bivek Thapa
Toronto,Canada
Summary
Finance professional with 5+ years of experience in mortgage processing, client advisory, and financial risk assessment. Proficient in analyzing loan applications, financial profiles, and market trends to optimize lending decisions. Currently pursuing Canadian certifications (CSC, CIFP) to enhance financial expertise. Fluent in English, Nepali, and Hindi. Seeking part-time roles in a Canadian financial institution to leverage strong analytical, client relationship management, and risk assessment skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Data Processing Officer
Alaya
07.2022 - 10.2023
- Company Overview: Home Loan Experts
- Processed 250+ mortgage applications with 100% accuracy, ensuring seamless loan approvals
- Assessed 500+ client financial profiles, contributing to a 94% mortgage approval rate
- Conducted market research on interest rates, leading to 10% cost savings per client
- Identified refinancing opportunities, optimizing mortgage terms for 85% of clients
- Streamlined loan processing, reducing turnaround time by 30% and improving efficiency
- Provided mortgage guidance to 200+ clients, ensuring informed financial decisions
- Trained and mentored 5+ new hires, enhancing team productivity
- Resolved 95% of client inquiries within 24 hours, maintaining high satisfaction scores
Loan Officer
Shree Deep Jyoti SCCL
11.2018 - 06.2022
- Managed 300+ client loan accounts, ensuring a 90% reduction in data errors and improved transparency
- Handled inquiries and provided tailored financial advice, achieving 100% client satisfaction
- Processed 200+ loan applications, maintaining a 98% approval rate through detailed documentation review
- Evaluated collateral for 150+ clients, ensuring secure lending practices
- Supervised a marketing team, increasing loan product outreach by 40%
- Recorded savings and loan payments with zero discrepancies, fostering client trust
- Introduced operational improvements, reducing processing times by 20%, leading to cost savings
- Provided personalized financial guidance to 200+ clients, driving 94% approval rates and 100% satisfaction scores
Education
Supply Chain Management -
Humber College - IGS
01.2026
Financial Planning -
Centennial College
01.2025
Bachelor's - Business Studies
Aastha College of Management
Damak, Jhapa01.2018
Skills
- Client Advisory and Relationship Management
- Mortgage and Loan Processing
- Financial Risk Assessment and Compliance
- Data Analysis and Accuracy in Financial Reporting
- Market Research and Interest Rate Analysis
- Process Optimization and Workflow Efficiency
- Effective Communication and Negotiation
- Multilingual Proficiency
- Market research
- Microsoft office
- Attention to detail
- Training and mentoring
Certification
- Canadian Securities Course (CSC)
- Retirement Planning (CIFP)
- Tax Planning (CIFP)
- Risk Management and Estate Planning (CIFP)
Languages
English
Full Professional
Nepali
Native or Bilingual
Hindi
Professional Working
Timeline
Data Processing Officer
Alaya
07.2022 - 10.2023
Loan Officer
Shree Deep Jyoti SCCL
11.2018 - 06.2022
Financial Planning -
Centennial College
Bachelor's - Business Studies
Aastha College of Management
Supply Chain Management -
Humber College - IGS
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