Pahul Walia
Halifax,NS
Summary
Detailed Oriented and Enthusiast Professional with over 9 years of experience in various industries from Real Estate, Property Management, IT, Finance and Healthcare. Highly motivated and goal oriented with broad range of experience in deals ranging from high net worth clients, first time home buyers, investment portfolios. Committed to ethical standards and continuous learning, adeptly navigating regulatory landscapes.
Overview
7
7
years of professional experience
Work History
Real Estate Transaction Coordinator
Pavneet Kohli Limited
08.2021 - Current
- Ensured compliance with industry regulations through diligent monitoring of transaction timelines and adherence to established policies.
- Developed new business and managed new and existing clients.
- Prepared and presented contracts and other legal documents to clients.
- Collaborated with escrow officers, title companies, inspectors, appraisers, attorneys, and other professionals to address any issues or discrepancies that arose during transactions.
- Managed multiple concurrent transactions with exceptional organization skills, ensuring deadlines were met and clients were updated regularly.
- Boosted agent productivity by taking on administrative tasks, allowing them to focus on sales and relationship-building activities.
- Conducted thorough research on market trends to provide valuable insights for agents in their pricing strategies and marketing plans.
- Supported successful closings by obtaining signatures from all parties involved in a timely manner while ensuring clear communication throughout the process.
- Streamlined real estate transactions by efficiently managing documentation and communication between all parties involved.
- Organized and maintained transaction files in compliance with company policies and industry regulations, ensuring easy access to all relevant documents.
- Assisted with the creation of marketing materials, including flyers and brochures, to effectively showcase properties for sale.
- Enhanced client satisfaction by providing timely updates and addressing concerns throughout the transaction process.
- Strengthened relationships with clients by maintaining open lines of communication during each stage of the transaction process.
Business Analyst
Axis Capital
08.2021 - 07.2024
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
- Collaborated with stakeholders to define project objectives and criteria.
- Performed gap analysis to identify areas of improvement.
- Conducted interviews with key business users to collect information on business processes and user requirements.
Business Analyst
Jonas Software
04.2020 - 07.2021
- Implemented best-practice methodologies that improved overall project delivery timelines while maintaining quality standards.
- Supported software development projects by defining clear requirements and effectively communicating them to technical teams.
- Collaborated with stakeholders to define project objectives and criteria.
Voice of Customer Consultant
AARP (Americal Association of Retired Persons)
03.2017 - 03.2020
- Increased client satisfaction by developing comprehensive consulting strategies tailored to each business's unique challenges and objectives.
- Streamlined communication processes for clients, enabling more effective collaboration and decision-making.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
Education
MBA - Business Administration
Southern New Hampshire University
Manchester, New Hampshire05.2016
Master of Science - Commerce
University Business School, Panjab University
Chandigarh08.2013
Bachelor of Science - Commerce
Panjab University
Chandigarh06.2011
Skills
- Financial Knowledge: Understanding mortgage products, interest rates, loan terms, and credit evaluation
- Technology Proficiency: Comfort with financial software systems, CRM tools, and digital platforms
- Customer Service: Providing excellent service, active listening, effective communication, and building client rapport
- Attention to Detail: Accurate review of loan applications, documentation, and contracts for errors or discrepancies
- Ethical and Professional Conduct: Adhering to professional standards, ethics, and client confidentiality
- Sales and Marketing: Prospecting, lead generation, converting leads, and knowledge of mortgage marketing strategies
- Adaptability: Flexibility to navigate market conditions, lending policies, and client needs
- Continuous Learning: Commitment to ongoing education and staying updated on industry trends and regulations
Timeline
Real Estate Transaction Coordinator
Pavneet Kohli Limited
08.2021 - Current
Business Analyst
Axis Capital
08.2021 - 07.2024
Business Analyst
Jonas Software
04.2020 - 07.2021
Voice of Customer Consultant
AARP (Americal Association of Retired Persons)
03.2017 - 03.2020
MBA - Business Administration
Southern New Hampshire University
Master of Science - Commerce
University Business School, Panjab University
Bachelor of Science - Commerce
Panjab University
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