Customer-oriented professional focused on overseeing financial, personnel and operational facets. Adaptive and deadline-oriented consistently executes and completes multiple projects in high-stress environments. Meticulous leader and strategic planner with comprehensive managerial acumen. Expertly balances targets with resources and optimizes long-term success.
Overview
7
7
years of professional experience
Work History
Self-Employed - Mortgage Agent Level II
Mortgage Alliance - Company Of Canada
London, ON
08.2021 - Current
Increased loan application approvals by providing detailed and accurate financial assessments for clients.
Streamlined mortgage application processes for faster turnaround times and higher customer satisfaction rates.
Negotiated favorable mortgage terms with lenders, resulting in lower interest rates and fees for clients.
Developed strong relationships with real estate agents, builders, and other industry professionals to grow referral network.
Assisted clients throughout the entire mortgage process, from initial consultation to closing day support.
Recommended tailored financing solutions based on individual client needs, resulting in higher customer satisfaction levels.
Conducted post-closing follow-ups with clients to maintain relationships and encourage future referrals, contributing to long-term business growth.
Provided underwriting expertise to support applicant approval.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Managed high-stress situations effectively, maintaining professionalism under pressure while closing the deals on time.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the lenders.
Successfully operated the mortgage software's such as Filogix, Mortgage Boss and individual portals of all the lenders and appraisal companies.
Administrative Assistant
TLH Financial Services
Mississauga, ON
05.2019 - 08.2021
Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Established administrative work procedures to track staff's daily tasks.
Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Assures that all the computers, photocopiers & other office equipment are in proper working order
Assist in preparation of office operating budget and maintains inventory electronically and manually
Administrative Assistant
Khalsa Community School
Brampton, ON
08.2018 - 01.2019
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Answered phone calls, greeted parents & visitors, and provided information to the parents and students as requested
Received, directed and relayed the calls and fax messages and took the appropriate messages when required
Performed a variety of clerical activities, such as sorting, filing and maintaining high school student files
Checked and answered email regularly
Assisted in planning and preparation of meetings
Maintained student attendance and other records
Maintained and updated the secondary school database
Assisted in creation & distribution of all the school correspondences such as monthly newsletters and brochures
Volunteer
Juravinski Hospital - Hamilton Health Sciences
Hamilton, ON
01.2018 - 04.2018
Enhanced community engagement by organizing and leading outreach events.
Enhanced elderly residents'' well-being by providing compassionate care and companionship.
Collaborated with healthcare professionals to develop personalized care plans tailored to each individual''s needs.
Contributed to increased overall happiness among elderly clients by fostering a positive atmosphere within the caregiving environment.
Facilitated effective communication between residents, family members, and healthcare professionals through clear documentation and regular updates on client status.
Offered companionship and kindness to elderly patients.
Clinic Administrative Assistant
Essence Clinic
Brampton, ON
01.2017 - 06.2017
Enhanced patient experience by efficiently managing clinic appointments and scheduling.
Streamlined administrative processes for improved clinic operations and staff productivity.
Facilitated communication between patients, healthcare providers, and insurance companies to resolve billing issues.
Contributed to a welcoming clinic environment through professional demeanor and excellent customer service skills.
Provided administrative support for efficient office operations, including document preparation, filing, and data entry tasks.
Implemented effective appointment reminder system, resulting in reduced no-show rates and increased patient satisfaction.
Maintained a clean and organized front desk area, creating a positive first impression for patients entering the clinic.
Managed multi-line phone system professionally, directing calls promptly while providing exceptional customer service.
Answered telephone calls to offer office information, answer questions, and direct calls to staff.