Mehak Preet Kaur
Calgary,AB
Summary
Highly skilled banking professional with more than four years experience providing banking services and strong track record of achieving sales success, seeking to leverage skills and expertise in role of Mortgage Broker. Self motivated agent who takes the initiative to meet clients needs, while using expert market understanding with exceptional financial strategy for optimized client care. Demonstrating outstanding communication and relationship building abilities to aid positive customer outcome.
Overview
5
5
years of professional experience
Work History
Mortgage Broker
Morgage Alliance Enrich Mortgage Group
04.2024 - Current
- Assisted clients with completing mortgage loan applications and worked closely to facilitate appropriate loans and credit reports.
- Delivered exceptional customer service by promptly addressing client inquiries, providing regular updates on loan status, and offering expert advice on various mortgage products.
- Provided guidance and consultation to clients to make well-informed decisions in real estate investments.
- Streamlined application processes, resulting in faster approvals and timely closings for clients.
- Reduced processing times by implementing efficient organizational systems for managing loan documents and files.
- Collaborated closely with loan processors and underwriters to ensure timely approvals and successful closings for clients.
- Analyzed local real estate market conditions and trends to identify profitable investment opportunities.
- Explained very technical financial information to applicants in easy to understand language.
PERSONAL BANKER
TD Canada Trust
02.2022 - 03.2023
- Provided expert advice and guidance to clients as a Mortgage Specialist on their home financing needs, which involved assisting with new mortgage applications, home equity lines of credit, mortgage renewals, refinancing, and transferring mortgages from other financial institutions to TD
INVESTMENT BY PHONE ADVISOR
Royal Bank of Canada
06.2021 - 02.2022
- Promoted from Client Service Representative to Phone-based Investment Specialist, leveraging extensive knowledge of RBC investment products and exceptional customer service skills to provide tailored investment advice and guidance to clients over the phone
BANKING ADVISOR
Royal Bank of Canada
06.2019 - 05.2021
- Responded to an average of 70 calls per day, providing empathetic and knowledgeable assistance to clients with their basic banking needs such as account transactions, bill payments, and digital banking
Education
GENERAL BUSINESS DIPLOMA -
Seneca College
Toronto, ONCYBERSECURITY CERTIFICATION -
Google
01.2023
IFIC - CANADIAN INVESTMENT FUNDS -
IFSE Institute
Toronto, ON01.2021
Skills
- Superior customer service
- Sales
- Financial Acumen
- Verbal & Written Communication
- Analytical thinking
- Risk Management
- Effective problem solving
- Attention to Detail
- Calendar & Time Management
- Collaborative Teamwork
- Training and coaching
- Organizational Skills
- Leadership
- Adaptability
- Conflict Resolution
- Networking
- Quick Learner
- Iris Software
- PDA & S3 Software
- CIS - Business Management Solutions Software
- C3 Software
- CRM
- Lending Compliance Tool
- MS Office Suite (MS Excel, MS Word, MS PowerPoint, MS Outlook)
- Platforms & Online Banking Tools
- Regulatory Compliance & Information Security
- Data Analysis
Languages
English
Punjabi
Hindi
Urdu
Timeline
Mortgage Broker
Morgage Alliance Enrich Mortgage Group
04.2024 - Current
PERSONAL BANKER
TD Canada Trust
02.2022 - 03.2023
INVESTMENT BY PHONE ADVISOR
Royal Bank of Canada
06.2021 - 02.2022
BANKING ADVISOR
Royal Bank of Canada
06.2019 - 05.2021
GENERAL BUSINESS DIPLOMA -
Seneca College
CYBERSECURITY CERTIFICATION -
Google
IFIC - CANADIAN INVESTMENT FUNDS -
IFSE Institute
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