Brahmjot Singh
Toronto
Overview
8
8
years of professional experience
Work History
Mortgage Agent Level 1
Morgix Mortgage Solutions
03.2024 - Current
- Attend to at least 5 incoming Leads looking for finance everyday.
- Develop tailored finance solutions for clients looking to consolidate debt.
- Assist Sub-prime clients in acquiring finance for mortgage renewal and refinance.
- Nurture leads 3-6 months with a potential of future conversion.
- Telephonic mortgage sales and consulting.
- Developed a sales pipeline from leads that were declined in the past.
- Review client documents, prepare loan application and fund the file.
- Work with external entities : appraisers and lawyers for smooth delivery of business.
Finance & Mortgage Consultant
Euphoria Consultants Pty. Ltd.
05.2022 - 05.2023
- Led a team of 8 brokers.
- Provided tailored finance solutions across country to over 300 individual clients and 100+ B2B clients
- Collaborated and liaised with regional brokers for financing special projects
- Managed relationships and correspondence with over 300 clients virtually.
- Peripheral finance sales (warranty and insurance).
- Provide strategic advice for asset acquisition, personal loans, leasing, rentals, working capital loans, equipment,mortgages, refinance, investment properties and commercial properties.
- Meticulous attention to detail in preparing application documents and safeguarded confidential data, files, and signed forms.
- Conducted internal audits and maintained highest degree of compliance.
- Conducted meetings and town halls with Lender executives, contributing to policy and framework development.
- Acted as a point of contact for the organization with external parties and stakeholders(credit related).
- Proactively identified gaps and problem areas, contributing to the development of best practices for continuous improvement.
- Outreach for new business acquisition.
- Special Projects : created BACKHAND team.
Business Analyst : Top Funnel
Better Real Estate
07.2021 - 03.2022
- Onboarding and collaboration with over 10 Real Estate agents in a foreign country(USA).
- Demonstrated strong communication skills by relaying critical information in real-time to stakeholders during ongoing client meetings.
- Review of Legal documents before offer stage and Loan submission.
- Analyze key aspects of the business and summarize findings into presentations, quarterly, and monthly reports.
- Audit and compliance of documents.
Finance Broker
SLAN Finance PTY. LTD.
01.2019 - 03.2021
- Assess clients' financial data and documentation to determine loan application suitability.
- Successfully provided tailored finance solutions across various segments, including personal loans, working capital financing, business equipment financing, Equipment rentals, chattel mortgages, commercial mortgages, and home loans, to more than 500 clients.
- Build new relations with Dealerships, Real Estate corporations, Builders, Warranty and Insurance vendors.
- Attention to detail in conducting Compliance Audits and maintaining data integrity and confidentiality through compliance checkpoints.
- Demonstrated innovation by transforming business processes during the CoVid-19.
- Special Projects : New CRM development : Zink.
Administrator
Everest Institute
03.2017 - 12.2018
- Managed the finances of the organization and accounts of 1100 clients (students).
- Developed accounting and compliance processes for a database of 1800 plus students.
- Collaborated with 50+ agents virtually for student acquisition and Visa related compliance.
- Special Project : Launch of VetTrak, student database CRM.
Education
Master of Professional Accounting - Accounting And Finance
Australian Catholic University
Melbourne, Australia01.2019
Bachelor of Commerce (Hons) - Commerce
DAV College, Panjab University
Chandigarh, India05.2016
Condensed Skills Relevant to Job
- Legal Documentation Review Expertise
- Risk Mitigation & Compliance
- Pipeline & Deadline Management
- External Stakeholder Coordination
- Stakeholder-Focused Communication and Collaboration
- Process Efficiency & Problem-Solving
Recent Engagements
- Currently pursuing Google Project management course
- REMIC's Registered Mortgage Agent Course
Timeline
Mortgage Agent Level 1
Morgix Mortgage Solutions
03.2024 - Current
Finance & Mortgage Consultant
Euphoria Consultants Pty. Ltd.
05.2022 - 05.2023
Business Analyst : Top Funnel
Better Real Estate
07.2021 - 03.2022
Finance Broker
SLAN Finance PTY. LTD.
01.2019 - 03.2021
Administrator
Everest Institute
03.2017 - 12.2018
Master of Professional Accounting - Accounting And Finance
Australian Catholic University
Bachelor of Commerce (Hons) - Commerce
DAV College, Panjab University
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