Pawandeep Kaur
Calgary,AB
Summary
Motivated individual with a strong work ethics and has potential to work independently without assistance. I have excellence in computer skills and has capability to work with a various communication equipment. I have a great mindset which keeps me calm under pressure situation and in highly demand environment to give my level best.
Overview
4
4
years of professional experience
Work History
Financial Representative
EASY FINANCIAL
10.2023 - Current
- Promote the sale of deposit, investment, credit and loan products and services
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan
- Complete credit and loan documentation
- Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected
- Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action
- Review and update credit and loan files.
MONEY MART
05.2020 - 10.2023
- Dealing with clients personal banking needs on a daily basis and making referrals to others when necessary
- Accurately documenting all sales transactions
- Apply risk and due diligence policies, practices and procedures when extending credit, lending money or dealing with delinquent
- Identify new business opportunities and growth potential
- Collaborate with other professionals (accountants, attorneys, etc.)
- Stay up-to-date with market trends and changes
- Manage risk and client complaints.
Education
GENERAL BUSINESS -
CONESTGA COLLEGE
Kitchener08.2020
Skills
- Communication
- Problem-solving
- Critical thinking
- Time management
- Lesson planning
- Leadership
- Attention to details
- Microsoft Office
- Creative writings
- Adaptability and flexibility
Languages
English
Punjabi
Hindi
Timeline
Financial Representative
EASY FINANCIAL
10.2023 - Current
MONEY MART
05.2020 - 10.2023
GENERAL BUSINESS -
CONESTGA COLLEGE
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