Fatehveer Singh
MISSISSAUGA,Ontario
Summary
Results-driven financial services professional with almost 3 years of experience in lending, credit analysis, and 7+ years of customer relationship management. Proven track record in loan origination, risk assessment, and mortgage compliance (REMIC licensed). Adept at building client trust, driving sales growth, and navigating complex financial regulations, and seeking to leverage expertise as a Mortgage Specialist to help clients achieve homeownership goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Office Administrative Assistant
Ishjas Pharma PVT LTD
Delhi , India
04.2025 - Current
- Prepared, formatted, edited, and proofread internal/external documents (correspondence, invoices, compliance reports), ensuring accuracy and seamless client/stakeholder communications.
- Efficiently routed incoming items (emails, physical mail, courier packages) to all departments, while scheduling management meetings/calls and coordinating travel logistics.
- Maintained organized filing systems for regulatory files, onboarded new staff with training logistics, and supported smooth client-facing operations through confidential visitor assistance and supply management.
Financial Sales Representative
Easy Financial
Mississauga, Ontario
05.2023 - 06.2024
- Generated over [$300 -300K monthly]in revenue by cross-selling origination products, refinancing options, and ancillary services to new and existing homebuyers.
- Named “Rookie of the Month” and "Top Net Cash" Performer for managing a high-volume portfolio of 40-57 clients monthly, consistently surpassing company-aligned sales targets.
- Developed email and SMS marketing campaigns to drive mortgage application volume, enhancing lead generation and client pre-qualification processes.
- Collaborated with the team to secure $2.37M in collective mortgage targets, optimizing underwriting pipelines and closing efficiency.
Payments and Rewards Representative
President choice Financial
Brampton, Ontario
06.2021 - 01.2023
- Delivered exceptional customer service to approximately 347 retail customers weekly across PCF pavilions in Loblaw banners, driving 73% upsell conversion on PC Optimum, PC Financial Mastercard, and PC Money Insiders products.
- Confidently approached clients to promote need-based financial solutions, opening 29 new accounts monthly while building long-term relationships and surpassing 107% of sales targets through personalized product recommendations.
- Performed KYC/AML compliance on 281 credit applications, educating customers on self-serve platforms, escalating 1 or 2 suspicious cases to operations, and ensuring 100% adherence to PC Financial privacy policies.
Restaurant Supervisor
A&W
Toronto, Ontario
05.2021 - 09.2021
- Oversaw restaurant operations for 47 team members, conducting 23 weekly inventory counts and ensuring 98.3% compliance with food safety standards to maintain seamless customer experiences.
- Optimized supply chain by placing 137 raw material orders monthly, managing product stocking, and upholding brand integrity during peak shifts for consistent 4.7/5 guest satisfaction ratings.
- Guaranteed task completion across high-volume shifts, resolving almost 9 operational issues weekly while fostering a customer-centric environment through proactive oversight and efficient workflows.
Education
Post-Graduate Certificate - Business Management
Canadore College
Mississauga, ON01.2021
Post-Graduate Certificate - Hospitality And Tourism Management
Sault College of Applied Arts And Technology
Sault Ste. Marie04.2020
Bachelor - Tourism And Hospitality Management
Amity University
Noida11.2017
Skills
Mortgage Lending & Underwriting
Fundamentals
REMIC Licensing & Regulatory
Compliance
Credit Risk Analysis & Debt
Solutions
Client Needs Assessment &
Financial Advisory
Loan Portfolio Management
(Secured/Unsecured)
Cross-Selling & Revenue Growth
CRM Systems (Oracle,Salesforce, etc)
Problem Solving
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Full Professional
Certification
MORTGAGE AGENT LEVEL 1 - Real Estate and Mortgage Institute of Canada (REMIC)
Timeline
Office Administrative Assistant
Ishjas Pharma PVT LTD
04.2025 - Current
Financial Sales Representative
Easy Financial
05.2023 - 06.2024
Payments and Rewards Representative
President choice Financial
06.2021 - 01.2023
Restaurant Supervisor
A&W
05.2021 - 09.2021
Post-Graduate Certificate - Business Management
Canadore College
Post-Graduate Certificate - Hospitality And Tourism Management
Sault College of Applied Arts And Technology
Bachelor - Tourism And Hospitality Management
Amity University