Jashanpreet Oberoi
Winnipeg,MB
Summary
Proven Financial Services Officer with a track record of enhancing member satisfaction and retention at Access Credit Union through expert loan application analysis and risk management. Skilled in relationship building and decision-making, significantly improved service quality and portfolio management. Demonstrates strong risk assessment and member service skills, ensuring high-level financial solutions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Services Officer
Access Credit Union
07.2020 - Current
- Maintained more than 100 million dollars loan portfolio
- Achieved annual loan targets through lead generation and consistent efforts.
- Maintained high level of member's satisfaction by providing prompt and accurate loan status updates.
- Enhanced member's retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Regularly check delinquency reports and follow up members to collect payments.
- Maintaining current portfolio through mortgage renewals in timely manner.
Services Supervisor
Staples Inc.
09.2014 - 07.2020
- Managed department which generated more than 1 million dollars of annual sales with 80% of gross margin.
- Trained new employees on store policies, procedures, and sales techniques to enhance their performance.
- Enhanced store appearance with regular maintenance, cleaning, and organization of merchandise areas.
- Monitored loss prevention efforts to minimize theft incidents and maintain overall store security.
- Increased customer satisfaction by providing exceptional service and addressing customer concerns promptly.
- Assisted customers in locating products and making informed purchasing decisions based on their needs and preferences.
Education
Master of Science -
University of Manitoba
Winnipeg03.2012
Skills
- Loan Applications
- Risk Management
- Decision-Making
- Relationship Building
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Native or Bilingual
Certification
CIMC: Consumer mortgages
Products and services
singing and cricket
Participated in Red fm idol singing contest and was in top 10 contestants. I also sang live very recently on a radio channel.
Timeline
Financial Services Officer
Access Credit Union
07.2020 - Current
Services Supervisor
Staples Inc.
09.2014 - 07.2020
Master of Science -
University of Manitoba
CIMC: Consumer mortgages
Products and services
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