Jagdeep Kaur
Calgary,AB
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships across all demographics and management levels.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Mortgage Agent
Dominion Lending Centres
Calgary, Alberta
08.2023 - Current
- Developed relationships with clients by providing professional advice on mortgage products.
- Conducted financial assessments of applicants' creditworthiness and suitability for mortgages.
- Provided guidance on the various types of mortgage options available.
- Compiled documents required for loan approval such as tax returns and bank statements.
- Monitored changes in relevant legislation that impact the mortgage industry.
- Maintained customer records, ensuring accuracy and completeness of all data.
- Prepared loan applications for submission to lenders.
- Negotiated with lenders to ensure competitive rates for clients.
- Reviewed closing documents to ensure compliance with regulations.
- Coordinated activities between clients, lenders, lawyers, and other stakeholders involved in the process.
- Processed loans with demonstrated mastery of underwriting criteria and best practices.
- Reviewed mortgage applications after approval to verify adherence to conditions.
- Kept detailed records regarding approved, denied and received loan applications.
Financial Advisor
World Financial Group
Calgary, Alberta
07.2023 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Provided ethical, objective and holistic financial planning advice to clients.
Education
MBA - Finance
CT Institute of Engineering, Management And Tech.
Jalandhar, India06-2008
Skills
- Advising on investments
- Client Relations
- Making insurance decisions
- Increasing savings
- Ethical standards
- Retirement planning
- Debt management
- Asset Allocation
- Financial Services
- Sales expertise
- Sales follow-up
Certification
HLLQP License; Issued on (08 Nov 2023), I have completion Certificate issued by Alberta Insurance Council.
Mortgage License; Issued on (06 July 2023)
No License no. in Alberta, I have Mortgage completion Certificate issued by AMBA.
References
References available upon request.
Timeline
Mortgage Agent
Dominion Lending Centres
08.2023 - Current
Financial Advisor
World Financial Group
07.2023 - Current
HLLQP License; Issued on (08 Nov 2023), I have completion Certificate issued by Alberta Insurance Council.
Mortgage License; Issued on (06 July 2023)
No License no. in Alberta, I have Mortgage completion Certificate issued by AMBA.
MBA - Finance
CT Institute of Engineering, Management And Tech.
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