Jasneet Malhi
Summary
Hardworking and knowledgeable professional, well-versed in using scripts and personal expertise to address diverse customer concerns. Self-motivated and independent in sourcing and implementing solutions. Good conflict mediation and multitasking abilities. Trained in connecting with customers to build positive relationships and strengthen loyalty.
Overview
6
6
years of professional experience
Work History
Mortgage Processing Officer
CIBC Bank
Mississauga, ON
11.2020 - Current
- Service , review and process activities related to the mortgage residential portfolio
- Process appropriate adjustments on internal systems and prepare required letters, documents and correspondence as required
- Ensure productivity standards and high quality of work output are achieved and Service Level Agreements are met or exceeded by following well-defined procedures
- Complete discharge document electronically or manually for all regions
- Follow up with branch, Call Centers or Client Care for missing documents
- Review applications to ensure completeness and accuracy of information provided; ensure information provided on application matches information stored on the appropriate systems
- Produce variety of statements as requested (e.g. discharge statements) for distribution via fax/mail to external clients (e.g. Solicitors, Financial Institutions)
- Strive to meet high customer service levels by processing incoming requests from internal/external Business Partners and Clients efficiently and in accordance with procedures and policies
- Exceed goals through effective task prioritization and great work ethic.
Front Desk Administrator
REMAX West Realty Inc. Brokerage
Toronto, ON
04.2021 - 03.2022
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
- Entered and maintained departmental records in company database.
- Routed incoming mail and messages to relevant personnel without delay.
- Confirmed appointments on BrokerBay, communicated with clients and updated client records.
- Prepared purchase agreements and Offers on Webforms and TREB for Agents and used Nexone to complete paperwork.
- Collected Deposit Cheques and maintained record of receipts for all Real Estate transactions.
Sales/Promotions Coordinator
Right At Home Realty Excellence Brokerage
Mississauga, ON
09.2018 - 03.2020
- Worked closely with clients to identify needs and challenges and provide satisfactory solutions
- Prepard and distributed the advertising materials such as newsletters, brochure, market reports in order to gain visibility in the market
- Maintained contact and online presence via social media
- Analyze correct market conditions and competitor information to develop and implement marketing plans and projects for existing assets
- Understood clients' needs and offering solutions and support to increase sales opportunities
- Chaired the committee of 6-8 Realtors to discuss the marketing plan
- Organized the Seminar and presented the Brokerage Policies in front of 20 - 30 seminar attendees
Restaurant Crew Member
Popeyes Louisiana Kitchen
Brampton, ON
09.2018 - 10.2019
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies
- Answered questions about store policies and concerns to support positive customer experiences
- Worked closely with manager to solve problems and handle customer concerns
- Notified kitchen personnel of shortages or special orders
- Handled 15-20 customers per day and increased the sale by up-selling
Administrative Assistant
Save Tax Solutions
Mississauga, ON
04.2018 - 08.2018
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Effectively managed high-volume of inbound and outbound customer calls.
- Consistently maintained 100% customer service satisfaction ratings through quality control and multi tasking.
- Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
Front Desk Support/Administrative Assistant
Lambton College
Mississauga, ON
08.2017 - 04.2018
- Determine and establish office procedures and routines
- Answered phone calls regarding new admissions and general queries
- Handled library books order and kept track of books issues and returned by students
- Organised 6-7 events and trips for students per semester
- Designed posters for college website and social boards
- Handled the Orientation responsibility and delivered seminar to new upcoming batch of students
Education
Post Grad Certificate - Wireless Networking
Lambton College
Mississauga, ON08.2018
Bachelor of Science - Electronics And Communication Engineering
DAV Institute of Engineering And Technology
India06.2016
Skills
- Documentation Tools : Microsoft Word, Microsoft Excel, Microsoft PowerPoint
- Interpersonal Skills
- Developing promotional concepts
- Customer relations
- Creative Problem Solving
- Upbeat and Positive Personality
- Customer service optimization
- Mortgage Processing tools: COINS, Plexus, Local Database, Target, ECIF, Excalibur
- Mortgage Discharge Submission Websites: Teraview, Teranet
- Experienced in using TREB, BrokerBay, Webforms etc
Volunteer Work
- COLLEGE ORIENTATION PRESENTER: Gave mandatory presentation to new intake students during their orientation week (January 2018).
- INTERNATIONAL STUDENT AMBASSADOR: Helped in the college orientation preparations including airport pick-up of the new students and conducted Seminars for them ( 2017-2018).
- PEER TO PEER TUTORING: Making students learn data communications and how to work on packet tracer (May 2017 - March 2018).
- SEVA FOOD BANK (Mississauga): Volunteered in organizing the food bank and help them, give out the food to the needy (October 2017).
- STUDENT COUNCIL MEMBER: Selected as Student Council Member to carry out various tasks, conducted class meetings to know student's feedback on various raised issues, suggested solutions to their queries and helped college authorities to organized events for students (February 2017).
Timeline
Front Desk Administrator
REMAX West Realty Inc. Brokerage
04.2021 - 03.2022
Mortgage Processing Officer
CIBC Bank
11.2020 - Current
Sales/Promotions Coordinator
Right At Home Realty Excellence Brokerage
09.2018 - 03.2020
Restaurant Crew Member
Popeyes Louisiana Kitchen
09.2018 - 10.2019
Administrative Assistant
Save Tax Solutions
04.2018 - 08.2018
Front Desk Support/Administrative Assistant
Lambton College
08.2017 - 04.2018
Post Grad Certificate - Wireless Networking
Lambton College
Bachelor of Science - Electronics And Communication Engineering
DAV Institute of Engineering And Technology
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