Imaan Sohail
Summary
Financial services professional with over 3 years of experience in personal and mortgage lending at TD and BMO. Expertise in financial documentation verification, creditworthiness assessment, and guiding clients through application processes. Demonstrated ability to collaborate with underwriters and funding teams for timely loan fulfillment. Recognized for exceptional client service and consistently exceeding performance targets.
Overview
4
4
years of professional experience
Work History
Service Associate
Bank Of Montreal
London, ON
01.2025 - Current
- Process and execute investment product transactions and service requests, ensuring compliance with internal controls, risk policies, and regulatory requirements.
- Review, reconcile, and maintain client and transaction data in internal systems with high accuracy, meeting or exceeding SLAs.
- Respond to internal and external stakeholder inquiries, providing knowledgeable and timely support for operational or account-related issues.
- Participate in system and process improvement initiatives, offering insights to enhance workflow efficiency, and support change implementation.
Financial Advisor
TD Canada Trust
04.2023 - 05.2024
- Guided clients through mortgage and lending applications by assessing income, credit history, and financial goals to support responsible borrowing decisions.
- Managed a portfolio of clients with holdings up to $200K, providing tailored advice on credit, banking, and mortgage solutions.
- Coordinated with adjudicators, solicitors, appraisers, and internal funding teams to ensure smooth and compliant end-to-end loan processing.
- Achieved 1220% pacing toward credit and money-out targets, contributing over $1M in mortgage deal closures year-to-date.
- Reviewed client financial profiles, interpreted credit bureaus, and prepared complete credit files for approval, ensuring documentation met internal and regulatory standards.
Associate Financial Advisor
BMO
01.2022 - 04.2023
- Partnered with Relationship Managers to assess customer needs and deliver suitable financial solutions, including deposit, credit, and investment products.
- Achieved top-20 national ranking in GIC sales and earned the Spotlight Award for top performance in Q4 in the Greater London-Sarnia market.
- Maintained high service standards by providing accurate and timely support on loan documentation, policy explanation, and account processing.
- Supported end-to-end fulfillment of lending products, collaborating with underwriting and servicing teams to ensure accuracy and client satisfaction.
Education
Bachelor of Business Administration - Finance
University of Western Ontario
London, ON04-2022
Bachelor of Business Administration - International Business
Geneva Business School
Geneva, Switzerland06.2020
Skills
- Risk assessment and credit evaluation
- Attention to detail
- Communication skills
- Regulatory compliance
- Relationship building
- Problem resolution
- Process improvement
- Team collaboration
- Reporting and documentation
- Customer relationship management
Languages
English
Native/ Bilingual
Urdu
Native/ Bilingual
Timeline
Service Associate
Bank Of Montreal
01.2025 - Current
Financial Advisor
TD Canada Trust
04.2023 - 05.2024
Associate Financial Advisor
BMO
01.2022 - 04.2023
Bachelor of Business Administration - Finance
University of Western Ontario
Bachelor of Business Administration - International Business
Geneva Business School
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