Summary
Overview
Work History
Education
Skills
Timeline
Generic
NEEL B. PATEL

NEEL B. PATEL

Loan verification Specialist
Brampton,Ontario

Summary

Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 6 months of assisting clients. Knowledgeable in all credit procedures.

Overview

2
2
years of professional experience

Work History

Customer Service Representative

Petro Canada
09.2021 - Current
  • Provided prompt and courteous customer service
  • Strong phone contact handling skills and active listening
  • Handled all types of store transactions for Petro Canada's products and services
  • Maintained a clean and pleasant store environment.

Loan Verification Specialist

Bill Gosling Outsourcing
09.2022 - 03.2023

· Manage inbound and outbound calls from customers regarding loan applications.

· Assess the status of the customer’s loan application and communicate next steps to them in an efficient and effective manner.

· evaluating clients loan applicants to verify their financial eligibility and loan-granting viability.

· Review and process loan applications from submission to completion.

· Examine the bank account, financial situation, credit history, and income sources of loan applicants.

· Obtain and evaluate information and documents for authenticity and accuracy.

· Submit loan application to manager with recommendations for approval or rejection.

· Assess and calculate income utilizing income and tax documents.

· Evaluate each applicant's fraud account, and report those that are incompatible to the fraud department.

· Utilize multiple systems to capture customer interactions with precise notation.

· Strive to resolve the customer's request in one call while creating an exceptional experience for the customer.

Education

Post-graduate - Data Analytics, Project Management

St. Clair College

Bachelor of Engineering - Computer Engineering

Gujarat Technological University

Skills

  • Performance Assessment and Improvement
  • Loan Application Management
  • Document Analysis
  • Analytical and Critical Thinking
  • Strategy Planning
  • Customer Relationship Management
  • Active Listening and Learning
  • Cash Handling
  • Database Management
  • Loan File Review
  • Programming Skills
  • Windows and iOS technology
  • SQL,PowerBI, Microsoft Excel and Word

Timeline

Loan Verification Specialist

Bill Gosling Outsourcing
09.2022 - 03.2023

Customer Service Representative

Petro Canada
09.2021 - Current

Post-graduate - Data Analytics, Project Management

St. Clair College

Bachelor of Engineering - Computer Engineering

Gujarat Technological University
NEEL B. PATELLoan verification Specialist