Maninderdeep Singh Manku
Winnipeg,Canada
Summary
Financial services professional with over six years of experience in mortgage advising, insurance, and personal lending. Proven expertise in financial analysis, credit adjudication, and risk management. Achieved success in delivering tailored financial solutions while ensuring compliance with regulations. Skilled in Microsoft Excel, Word, CRM systems, cash handling, and financial software.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Advisor
World Financial Group
Winnipeg, Canada
11.2023 - Current
- Provide clients with life and accidental insurance solutions, ensuring financial protection.
- Educate individuals on policy options, including term life, whole life, and universal life coverage.
- Conduct needs-based assessments to recommend tailored insurance plans.
- Build and manage a portfolio of clients through networking and referrals.
- Ensure compliance with insurance regulations and deliver exceptional customer service.
Mortgage Advisor
Inspiria Financial Group
Winnipeg, Canada
04.2022 - Current
- Guide clients through the mortgage and lending process, ensuring smooth and efficient transactions.
- Assess financial profiles, creditworthiness, and risk to recommend the most suitable loan products.
- Secure competitive mortgage rates for home purchases, refinancing, and investment properties.
- Ensure full compliance with lending regulations and underwriting standards.
- Build and maintain strong client relationships, leading to increased referrals and repeat business.
Financial Consultant - Loan Solutions
Fairstone Financial
Winnipeg, Canada
02.2019 - 04.2022
- Delivered customized loan solutions in person and over the phone, delivering top-tier customer experiences.
- Processed loan applications, sold financial protection products, and closed loans both virtually and on-site.
- Performed risk assessments and maintained compliance with credit policies and regulatory standards.
- Managed past-due accounts and conducted cash transactions.
- Developed skills through Fairstone Academy and contributed to a team-based culture.
Customer Service Representative
Domino's
Winnipeg, Canada
10.2017 - 12.2018
- Delivered consistent customer satisfaction through prompt service and order accuracy.
- Handled cash transactions, maintained store organization, and supported daily operations.
- Collaborated with team members to enhance workflow and service delivery.
Education
College Certificate - Linguistics
Providence University College
MB04-2017
Skills
- Mortgage financing and consumer lending
- Loan and insurance underwriting
- Credit assessment and risk analysis
- Regulatory compliance and policy adherence
- Microsoft Excel and Word proficiency
- CRM systems and loan origination software
- Cross-selling financial products
- Customer service and relationship management
- Time management and team collaboration
- Financial planning
- Cash handling
Languages
- English, Fluent
- Hindi, Fluent
- Punjabi, Fluent
- Urdu, Advance
Certification
- LLQP License
- Mortgage Salesperson Certificate
- CSC (Canadian Securities Course) currently enrolled.
Languages
English
Native/ Bilingual
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual
Urdu
Limited
References
References available upon request.
Timeline
Insurance Advisor
World Financial Group
11.2023 - Current
Mortgage Advisor
Inspiria Financial Group
04.2022 - Current
Financial Consultant - Loan Solutions
Fairstone Financial
02.2019 - 04.2022
Customer Service Representative
Domino's
10.2017 - 12.2018
College Certificate - Linguistics
Providence University College
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