MANPREET KAUR
Brampton,Canada
Summary
Results-driven professional with a proven track record in the financial sector. Exceptional interpersonal skills and a passion for working in a competitive environment. Demonstrated ability to deliver proactive and timely customer service, consistently exceeding expectations. Strong communication skills and a commitment to driving organizational success. Highly motivated and dedicated individual with a deep understanding of the financial industry.
Overview
5
5
years of professional experience
Work History
UNDERWRITER
Loan Away
- Evaluating, making decisions and processing policies for multiple states based on encompassing underwriting strategies, underwriting guidelines while using underwriting judgment to access potential future profitability of the policy
- Ensured quality control by running and reviewing terminated merchant files, credit reports, better business bureau reports, and OFAC reports to ensure accuracy of the information, as well as to determine if the merchant met heartland payment systems criteria
- Prioritizing work based on multiple distributions of agency contacts via inbound calls, outbound calls, e-mail, and fax
- Maintaining positive and open communication with the customer during the entire approval process
- Delivering on commitments and sharing best practices with teammates to enhance performance
- Consistently handling high volume caseload and met demanding turnaround in timeframes.
FINANCIAL SERVICE REPRESENTATIVE
Loan Away
01.2021 - 01.2022
- Collecting and dispersing information to the customers on products and services, filling up loan forms, and customer complaints
- Developing a rapport with customers to build a long-term relationship with the company
- Replying to inbound calls with the information requested by clients and making outbound calls to customers to arrange completion of loan applications
- Completing loan applications with the required documentation from customers and directing them to Underwriters for evaluation
- Reporting to management on problematic issues and coordinating with customers to resolve the same.
Customer Service Representative
TIM HORTON'S
10.2019 - 10.2021
- Assisting Customer and making sure the organization’s standards are met in every aspect
- Engaging with Customer and addressing their issues by providing quality services
- Ensuring the Customer needs are met with satisfaction and loyalty.
Logistics Coordinator (Internship)
KHUMAN & KHUMAN CARRIER
02.2021 - 05.2021
- Maintained fast pace and quality responses to Customer via- Email, Phone Text, Voice mailing and WhatsApp
- Assisted in clearing PAPS, making necessary custom documents i.e.- Bill of Lading, Invoices and Carrier package
- Minimizing the cost for a trip with maximum profit placing the bids
- Maintain the sheet while solving the customer issues regarding the orders.
Insurance Co-worker
BHARTI-AXA LIFE INSURANCE
06.2017 - 12.2017
- Maintaining records of all Customer
- Offering financial guidance to the Customer and providing information about the various plans
- Working on various duties such as providing timely documents to the seniors, making copies, tracking sheets, recording complaints
- Making of final report
- Communicating with people and building more Customer base.
Education
Global Business Management -
Humber College
05.2021
Master of Commerce -
S.D. College
Moga, Punjab04.2018
Bachelor of Commerce -
S.D. College
Moga, Punjab04.2016
Skills
- Microsoft Office
- Time management
- Financial Analysis
- Credit Analysis
- Organizational Skills
- Underwriting
- Team Player
- Quality oriented
- Multi-tasking
- Leadership
Languages
English
Hindi
Punjabi
Volunteer Experience
WOMEN EMPOWERMENT, Creating awareness regarding the empowerment of women in the country in various sectors
Volunteered for Health and Sanitary Issues among women.
Benefitting the community in uplifting the status of women in rural areas
Timeline
Logistics Coordinator (Internship)
KHUMAN & KHUMAN CARRIER
02.2021 - 05.2021
FINANCIAL SERVICE REPRESENTATIVE
Loan Away
01.2021 - 01.2022
Customer Service Representative
TIM HORTON'S
10.2019 - 10.2021
Insurance Co-worker
BHARTI-AXA LIFE INSURANCE
06.2017 - 12.2017
UNDERWRITER
Loan Away
Global Business Management -
Humber College
Master of Commerce -
S.D. College
Bachelor of Commerce -
S.D. College
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