Jupjee Singh
Mississauga,Ontario
Summary
Dynamic Funding Analyst with a proven track record at Rockwood Truck Sales, excelling in financial data evaluation and proactive client engagement. Adept at loan documentation management and fostering team collaboration, I consistently deliver accurate insights that drive investment decisions and enhance project viability. Committed to achieving organizational goals with enthusiasm.
Overview
8
8
years of professional experience
Work History
Funding Analyst
Rockwood Truck Sales
Mississauga, ON
08.2025 - Current
- Evaluated financial data to support investment decision-making processes.
- Coordinated with departments to gather necessary documentation for funding requests.
- Assisted in developing financial models for project evaluation and risk assessment.
- Reviewed grant applications for completeness and alignment with strategic goals.
- Monitored ongoing projects to ensure adherence to funding requirements and policies.
- Conducted audit of loan documentation for verification of loan funding.
- Drafted letters of intent outlining key terms associated with proposed transactions.
- Created presentations outlining investment proposals for review by executive team members.
Funding Analyst, Admin Assistant
Planet Financial Inc.
Brampton, Ontario
09.2020 - 06.2025
- Managed administrative requests and inquiries from senior managers while executing general office tasks.
- Analyzed funding requests to ensure compliance with regulatory guidelines and organizational policies.
- Reviewed financial documents to assess funding eligibility and project viability.
- Delivered exceptional customer service to clients and visitors, fostering a welcoming atmosphere.
- Established sustainable relationships with customers, vendors, and lenders through effective communication.
- Coordinated company events, meetings, and conferences by overseeing logistics and attendee communication.
- Recorded and prepared detailed minutes for meetings and conferences to ensure accurate documentation.
- Implemented efficient filing and organizational systems that enhanced overall office productivity.
- Handled confidential information with discretion, ensuring strict adherence to data protection policies.
- Resolved customer complaints by providing timely solutions and maintaining strong follow-up practices.
Senior Sales Associate
7 Eleven
02.2018 - 09.2020
- Onboarded and trained approximately eight new sales associates on company policies and effective techniques.
- Identified and pursued new sales opportunities through proactive lead generation.
- Supported business expansion by consistently exceeding sales objectives.
- Delivered high-quality customer service to enhance client retention.
- Tracked performance of sales team, providing constructive feedback for improvement.
- Conducted customer surveys to analyze sales effectiveness and refine processes.
- Executed innovative marketing strategies to boost sales performance.
Education
Diploma - Business Administrative
Canadore College
Mississauga, ONSkills
- Multitasking and prioritization
- Attention to detail
- Accuracy and reliability
- Customer service and inquiry response
- Proactive client engagement
- Team collaboration and conflict resolution
- Loan documentation management
- Data organization and problem solving
- Effective communication and active listening
Timeline
Funding Analyst
Rockwood Truck Sales
08.2025 - Current
Funding Analyst, Admin Assistant
Planet Financial Inc.
09.2020 - 06.2025
Senior Sales Associate
7 Eleven
02.2018 - 09.2020
Diploma - Business Administrative
Canadore College