DEEPAK DHINDSA
Belfountain
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Allstate Sales Agent
Allstate Insurance
09.2024 - Current
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in customers with questions and requests.
- Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Explained features and advantages of insurance products or services to promote sales.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
Home Financing Advisor
Bank Of Nova Scotia
01.2022 - 09.2024
- Reviewed and executed confidential documents, contracts and disclosures.
- Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
- Prepared and presented contracts and other legal documents to clients.
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
- Developed new business and managed new and existing clients.
Mortgage Agent
Akal Mortgages
03.2021 - 01.2022
- Analyzed loan candidate credit history to anticipate approval odds.
- Trained and mentored loan officers in policies, regulations and loan industry best practices.
- Provided underwriting expertise to support applicant approval.
- Created loan packages based on consumer needs and financial history.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Participated in industry events and conferences to build relationships and gain market intelligence.
Mortgage Agent
Citadel Mortgages
06.2020 - 03.2021
- Handle high value and pressure situations and ability to find a solution when others cannot
- Maintaining relationships with clients and providing honest financial advice regarding their mortgages
- Ability to cold call and call leads to acquire new clients.
Customer Service Representative
CIBC
10.2019 - 12.2019
- Preform basic daily transactions such as deposits, withdrawals, bill payments and account inquiries
- Promote suitable products for customers who would benefit from products
- Following and practicing all bank protocols while also satisfying customers' concerns and needs.
Sales Associate
OSL Wireless - Walmart
03.2019 - 10.2019
- Work with all phone providers and help customers' find a phone plan suited to their needs
- Self marketing within Walmart to increase sales
- Help customers with technical problems and also with billing issues
Sales Associate
Rogers
05.2018 - 03.2019
- Help customers with technical problems
- Sell phone plans and phones based on the customers' needs
- Provide excellent customer service to enhance the experience with the company.
Construction Worker
Northridge Homes
04.2014 - 04.2018
- Framing houses
- Installing trim, windows, floors, and doors
- Working with teams for long hours.
- Working under strict deadlines and against mother nature
Sales Associate
Kitchen Stuff Plus
09.2016 - 11.2017
- Balance currency, coin and cash in drawers at ends of shift and calculate daily transaction totals to reconcile balance
- Worked with management in order to train new staff and created initiates to make onboarding an efficient process
- Answer client inquiries, collecting data and providing responses to clients in a timely manner.
Education
Bachelor of Science - Psychology
York University
12.2021
High School Diploma -
Notre Dame Catholic Secondary School
06.2015
Skills
- Proficient in Adobe DC
- Analytical and Methodical
- Issue and Resolution Tracking
- Client relations
- Customer assistance
- CRM Tracking
- Microsoft Windows and Office
- Financial Advisory
- Customer Interaction
- Risk advisory
Languages
English
Native or Bilingual
Hindi
Limited Working
Punjabi
Native or Bilingual
Certification
- Other Than Life License - 2024
- Working towards CIP Designation
Timeline
Allstate Sales Agent
Allstate Insurance
09.2024 - Current
Home Financing Advisor
Bank Of Nova Scotia
01.2022 - 09.2024
Mortgage Agent
Akal Mortgages
03.2021 - 01.2022
Mortgage Agent
Citadel Mortgages
06.2020 - 03.2021
Customer Service Representative
CIBC
10.2019 - 12.2019
Sales Associate
OSL Wireless - Walmart
03.2019 - 10.2019
Sales Associate
Rogers
05.2018 - 03.2019
Sales Associate
Kitchen Stuff Plus
09.2016 - 11.2017
Construction Worker
Northridge Homes
04.2014 - 04.2018
High School Diploma -
Notre Dame Catholic Secondary School
Bachelor of Science - Psychology
York University
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