Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
Generic

MANPREET BOPARAI

Aldergrove

Summary

Dedicated mortgage professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Mortgage Consultant

Invis
09.2023 - Current
  • Mediated communication between borrowers, lenders, underwriters, and other stakeholders involved in the mortgage process to ensure timely completion of transactions.
  • Analyzed complex financial data to determine appropriate loan options for clients based on their unique circumstances.
  • Organized informational seminars on mortgages for both prospective buyers as well as real estate professionals which resulted in higher referral rates.
  • Developed strong relationships with real estate agents, fostering referrals and expanding business opportunities.

Mobile Mortgage Specialist

Bank Of Montreal
08.2021 - 09.2023
  • Demonstrated skills and expertise in cultivating leads from a close knit circle of COIs
  • Built book of business by word of mouth referrals, doing market visits and open seminars
  • Collaborated with internal partners to not only drive sales but deliver on product advice right to client's door steps
  • Partnered with team to present at various external meets to provide information around products and advice
  • Specialized in providing needs based advise
  • Built expertise in providing financial solutions based on client's individual needs and thus being able to develop customer loyalty

Financial Solutions Manager

Prospera Credit Union
08.2019 - 07.2021
  • Delivering exceptional personable customer service considering individual cultural practices that impact their financial wellbeing
  • Proactive approach on having client financial centric conversations with assigned portfolio of clients
  • Provide financial planning and support to clients in order to help them achieve their financial goals
  • Assist clients in maintaining their current assets and portfolio in line with their financial plans
  • Provide support to new advisors and front-line representatives in developing meaningful understanding on client's financial needs
  • Provide coaching and feedback to new advisors and front-line representatives

Senior Financial Advisor

Conexus Credit Union
08.2017 - 07.2019
  • Using Emotional Intelligence in having impactful client conversations
  • Strongly believing in purpose of the company and using personal values when making decisions around client's financial wellbeing
  • Using variety of financial tools to formulate information for clients
  • Using data to help understand financial situation of the clients and then using such information to formulate plans in achieving their financial goals
  • Providing efficient, personable and knowledgeable service at each client interaction
  • Monitor financial market trends and identify any necessary changes
  • Researching marketplace and providing member information on new / existing products and services

Senior Financial Advisor

Scotiabank
09.2016 - 08.2017
  • Proactively establish, develop and maintain strong client relationships through contact and providing timely, value-added information advice and recommendations
  • Helping clients understand their financial circumstances to achieve their short to long term financial objectives
  • Effective management of portfolio to increase share of wallet
  • Using financial planning approach to develop and generate new customer base
  • Improving book of business through referral from existing clients and centres of influence

Financial Advisor - 5

Scotiabank
02.2015 - 08.2016
  • Contacting clients and setting up appointments within an office environment or business premises
  • Completing risk analysis
  • Researching marketplace and providing client information on new or existing products and services
  • Communicating with other colleagues across other various departments such as agents, solicitors and valuation experts
  • Staying up to date with financial products and governing policies
  • Implementing financial planning recommendations
  • Monitor financial market trends and identify any necessary updates

Financial Advisor - 4

Scotiabank
04.2014 - 01.2015
  • Assisting new clients setting up new accounts
  • Implementing various financial strategies
  • Investigating Initial needs of clients and recommending products
  • Using client maintenance model for frequent follow up with clients

Assistant Store Manager

Dollarama
01.2013 - 03.2014
  • Scheduling Employees
  • Recruiting new staff based on store requirements and providing equivalent training to new staff
  • Dealing with enquiries, resolving complaints and monitoring customer service
  • Helping smoother receipt of deliveries on a daily basis
  • Meeting on store's monthly targets and working within provided staff budgeting
  • Working with staff to update periodic changes to merchandising along aisles and walls
  • Work on a customer feedback model for constant changes in delivering exceptional customer experiences

Administration Specialist

Staples canada
05.2012 - 12.2012
  • Keeping track of daily and weekly paperwork
  • Keeping track of employee payroll and accounts
  • Maintaining records of customer payments and vendor accounts
  • Track daily, weekly and monthly sales and invoices
  • Act as manager and provide leadership support throughout the day
  • Provide managerial support and assist front staff with various product package changes

Sales Associate Specialist

Canadian Tire
10.2011 - 07.2012
  • Senior, Helping customers, analyze their needs and help them accordingly
  • Meet established objectives and creating plans to achieve them
  • Delivering excellent customer service
  • Handling all kinds of cash register duties
  • Merchandising

Store Supervisor

Canada's Wonderland
05.2011 - 10.2011
  • Responsible for team development, communication, sales, profit and cost control management
  • Managed store operations and administration including scheduling, reports and inventory
  • Responsible for customer service including order-taking and cash register operations
  • Responsible for following all health and safety procedures

Education

Diploma - Global Business Management: Finance

Humber Institute of Technology And Advanced Learning
Toronto, ON
04.2011

Bachelors of commerce(Hons) - Finance

Calcutta University
India
05.2008

Skills

  • Leadership Skills
  • Exceptional Customer Service
  • Microsoft Office
  • Organizational Leadership
  • Time Management
  • Proven Sales Track Record
  • Mortgage Underwriting
  • Mortgage Laws
  • Mortgage Lending
  • Relationship Building
  • Client Needs Analysis
  • Loans
  • Credit analysis
  • Banking
  • Relationship building and management

Certification

  • CIFC (Canadian Investment Funds Course)
  • IFSE (The Investment Funds Institute Of Canada)
  • LSIF (Labour Sponsored Investment Funds Course)
  • RRC (Registered Retirement Consultant)
  • CIFP (Canadian Institute Of Financial Planning)

Languages

English
Punjabi
Hindi
Bengali

Timeline

Mortgage Consultant

Invis
09.2023 - Current

Mobile Mortgage Specialist

Bank Of Montreal
08.2021 - 09.2023

Financial Solutions Manager

Prospera Credit Union
08.2019 - 07.2021

Senior Financial Advisor

Conexus Credit Union
08.2017 - 07.2019

Senior Financial Advisor

Scotiabank
09.2016 - 08.2017

Financial Advisor - 5

Scotiabank
02.2015 - 08.2016

Financial Advisor - 4

Scotiabank
04.2014 - 01.2015

Assistant Store Manager

Dollarama
01.2013 - 03.2014

Administration Specialist

Staples canada
05.2012 - 12.2012

Sales Associate Specialist

Canadian Tire
10.2011 - 07.2012

Store Supervisor

Canada's Wonderland
05.2011 - 10.2011

Diploma - Global Business Management: Finance

Humber Institute of Technology And Advanced Learning

Bachelors of commerce(Hons) - Finance

Calcutta University

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MANPREET BOPARAI