NEHA RANI
Brampton
Summary
Dedicated and client-focused Mortgage Specialist with hands-on experience in mortgage processing, loan documentation, credit analysis, and client advisement. Proven ability to build relationships with clients, explain complex financial concepts clearly, and deliver tailored mortgage solutions. Adept at maintaining compliance with regulatory standards and coordinating with lenders for the best possible outcomes.
Overview
2
2
years of professional experience
Work History
Office Administrator
Vogue Optical
08.2022 - 10.2024
- - Managed front-office operations including document handling, customer inquiries, and confidential records.
- - Supported financial processes including invoice handling and scheduling.
- - Demonstrated strong attention to detail and professionalism, ensuring data accuracy and customer satisfaction.
Mortgage Agent
Citadel Mortgage
11.2023 - 04.2024
- - Consulted with clients to assess mortgage needs and provided customized lending solutions.
- - Prepared and submitted accurate mortgage applications and supporting documentation.
- - Negotiated competitive mortgage rates with lenders on behalf of clients.
- - Maintained thorough, up-to-date records for all transactions and communications.
- - Educated clients on mortgage products, financial planning, and insurance options.
Education
Post-Degree Certificate - Healthcare Administration & Service Management
Conestoga College
Waterloo, ON12.2019
Bachelor of Science - Medical Laboratory Science
Punjab Technical University
06.2016
Skills
- - CRM & Mortgage Software (eg, Filogix, Velocity - if applicable)
- - Microsoft Office Suite (Excel, Word, Outlook)
- - E-document Management & Recordkeeping
- - Online Mortgage Application Portals
- Office administration
- Time management
- Customer engagement
- Leadership and supervision
- Scheduling
- Report preparation
Timeline
Mortgage Agent
Citadel Mortgage
11.2023 - 04.2024
Office Administrator
Vogue Optical
08.2022 - 10.2024
Bachelor of Science - Medical Laboratory Science
Punjab Technical University
Post-Degree Certificate - Healthcare Administration & Service Management
Conestoga College
Additional Experience (Selected for transferable skills)
- Administration Assistant
- Brampton Optometrists - Brampton, ON
- Dec 2020 - May 2022
- - Delivered high-level administrative and customer service support, managing files and handling high call volumes.
- - Helped streamline workflows by ensuring proper documentation and process adherence.
- Medical Laboratory Scientist
- Ohri Hospital - Jalandhar, Punjab
- Jun 2016 - Apr 2018
- - Applied accuracy and analytical thinking in data reporting, supporting decision-making-skills transferable to financial assessment and compliance.
Core Competencies
- - Mortgage Consultation & Planning
- - Loan Application & Processing
- - Credit & Risk Assessment
- - Regulatory Compliance
- - Client Relationship Management
- - Financial Needs Analysis
- - Documentation & Record-Keeping
- - Real Estate & Market Trends
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