Jashanpreet Oberoi
Winnipeg,MB
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
Work History
Financial Services Officer
Access Credit Union
Winnipeg, Manitoba
07.2020 - Current
- Underwriting mortgage loan, personal loan, and line of credit applications, while ensuring loan policies and regulations.
- Resolving member conflicts to strengthen relationships and improve service quality.
- Processing mortgage renewals efficiently to ensure member retention.
- Conducting comprehensive line of credit reviews to assess risk and make informed decisions.
- Facilitating the signing of mortgage, personal loan, and line of credit documentation, ensuring that members fully understood the terms.
- Engaging with members regularly to assess and fulfill their lending needs.
- Reaching out to members daily to address delinquency reports, facilitating efficient account management.
Services Supervisor
Staples Inc.
Winnipeg, manitoba
09.2014 - 07.2020
- Resolved customer complaints in a timely manner.
- Managed daily operations for service team at retail location.
- Trained new employees on the products and services we offered.
- Completed weekly sales targets for the department.
- Coordinated inventory management to support service needs efficiently.
- Ensured high customer satisfaction through effective service delivery.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
M.Sc.
University of Manitoba
Winnipeg04-2012
Bachelor's of Technology
Giani Zail Singh College of Engineering
Punjab, India06-2008
Skills
- Loan underwriting
- Risk assessment
- Documents generation
- Conflict resolution
- Account management
- Banking operations
- Strictly following lending procedures and policies
Languages
English
Full Professional
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual
Affiliations
- Singing
- Cricket
Accomplishments
• CUIC 185 Products and Services
• CUIC 210 Consumer and Residential Mortgage Lending
• IFIC Certified.
• Close to 24 million dollars of new money lending in 2025.
• CUIC 210 Consumer and Residential Mortgage Lending
• IFIC Certified.
• Close to 24 million dollars of new money lending in 2025.
Timeline
Financial Services Officer
Access Credit Union
07.2020 - Current
Services Supervisor
Staples Inc.
09.2014 - 07.2020
M.Sc.
University of Manitoba
Bachelor's of Technology
Giani Zail Singh College of Engineering