Mounik Patel
Regina,SK
Summary
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Supervisor
Maa Enterprise Inc.
Regina, Saskatchewan
10.2021 - Current
- Resolved customer complaints regarding storage and delivery of goods.
- Maintained accurate records of daily transactions using computer software programs.
- Conducted monthly inventories to determine accuracy of records.
- Maintained updated records on product deliveries, returns, damages.
- Performed regular audits to verify that policies are being followed correctly.
- Directed daily operations including scheduling shifts for store personnel.
- Tracked orders from vendors to ensure timely arrival of goods.
- Created successful plans to maximize profits and reduce loss.
- Stocked shelves and racks and placed mannequins in key areas to attract customers to store.
- Answered customer queries and complaints and provided prompt solutions.
- Increased sales by optimizing in-store promotional strategies.
Mortgage Agent (Working Partner)
Shiva Advisors
Ahmedabad, Gujarat
01.2010 - 08.2021
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Facilitated communication between clients, lenders, appraisers, title companies.
- Maintained customer records, ensuring accuracy and completeness of all data.
- Analyzed financial information provided by applicants using specialized software programs.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Coordinated activities between clients, lenders, lawyers, and other stakeholders involved in the process.
- Conducted financial assessments of applicants' creditworthiness and suitability for mortgages.
- Reviewed closing documents to ensure compliance with regulations.
- Developed creative solutions to meet clients' needs while adhering to federal regulations.
- Researched and analyzed market trends to identify potential customers.
- Provided guidance on the various types of mortgage options available.
- Responded promptly to inquiries from customers regarding their loans.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Assessed risk factors associated with different loan products.
- Negotiated with lenders to ensure competitive rates for clients.
- Prepared loan applications for submission to lenders.
- Evaluated credit and background information to process loan applications.
- Helped clients fill out loan applications and find ideal loan options.
- Stayed abreast of lending regulations, industry trends and market rates.
Financial Advisor
Kotak Mahindra Bank Ltd.
Ahmedabad, Gujarat
05.2007 - 12.2009
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Developed financial plans and strategies tailored to clients' individual needs.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
- Provided advice on tax-advantaged investment opportunities.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Identified new business opportunities through networking events or referrals from existing clients.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Identified new business opportunities through networking and referrals.
- Promoted business to increase customer base and grow revenue.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
Education
Bachelor of Commerce -
Gujarat Collage
Ahmedabad05-2008
High School Diploma -
J.L High School
Ahmedabad06-2005
Skills
- Inventory Control
- Staff Management
- Strategic Planning
- Complex Problem-Solving
- Process Analysis
- Attention to Detail
- Professionalism
- Self Motivation
- Idea Development and Brainstorming
- Teamwork and Collaboration
- Task Prioritization
- Excellent Communication
Certification
- Saskatchewan Mortgage Associate Course
Languages
English
Full Professional
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual
References
References available upon request.
Timeline
Supervisor
Maa Enterprise Inc.
10.2021 - Current
Mortgage Agent (Working Partner)
Shiva Advisors
01.2010 - 08.2021
Financial Advisor
Kotak Mahindra Bank Ltd.
05.2007 - 12.2009
Bachelor of Commerce -
Gujarat Collage
High School Diploma -
J.L High School
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