Jasneek Dhaliwal

Milton,ON

Summary

Driven Mortgage Agent with exceptional knowledge of prospect management and credit analysis. Strategic and organized with enthusiasm for delivering high-quality loan services and products

Overview

years of professional experience

Certification

Work History

New Business Manager

GTA Learning

01.2021 - Current

Executed business plans to further strengthen and maximize territory sales and profits
Created, managed, and executed business plan and communicated company vision and objectives to motivate teams
Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses
Assisted with hiring process and training of new employees
Tutored diverse groups of students to strengthen subject comprehension, boost confidence and build important learning skills
Liaised with clients to identify and target inefficiencies in areas of risks / business controls, process gaps and workflow discrepancies

Owner Operator

Group Logistics

06.2018 - Current

Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities
Transported cargo to and from specified locations as instructed by company dispatcher
Train employees in company and regulatory compliance requirements to promote conformance
Strategically plan travel routes to ensure all deliveries are completed in timely manner
Trained and motivated employees to perform daily business functions.

Insurance Broker

All Risk Insurance

02.2021 - 05.2023

Answered customer inquiries regarding coverage levels and informed them of policy enhancements to ensure customer satisfaction
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
Developed sales leads from direct referrals, networking and targeted marketing campaigns
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices

Customer Support Officer

Scotiabank

01.2018 - 06.2018

Resolve product or service problems by clarifying customer's complaint; determining cause of the problem; selecting and explaining best solution to solve conflict; expediting correction or adjustment; following up to ensure resolution
Handle complaints, provide appropriate solutions and alternatives within time limits, and follow up to ensure resolution
Recommended products to customers, thoroughly explaining details
Leveraged sales expertise to promote products and capitalize on upsell opportunities

Education

Degree of Accounting -

Sheridan College

Mississauga, ON

04.2016

Skills

Salesforce CRM
Outreach
Zoominfo
Salesnav

Researching
Prospecting
Presenting
Data Analytics