Summary
Overview
Work History
Education
Skills
Timeline
Generic

Prab Dhillon

Kelowna

Summary

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

10
10
years of professional experience

Work History

Business Owner

Self Employed
02.2022 - 06.2025
  • Developed operational strategies to enhance customer satisfaction and retention.
  • Streamlined inventory management processes, reducing overhead costs and improving efficiency.
  • Oversaw employee training programs, fostering skill development and team cohesion.
  • Implemented marketing initiatives to increase brand awareness and drive sales growth.

Manager, Mobile Mortgage Specialist

TD Bank
04.2020 - 12.2021
  • Analyzed client financial profiles to determine mortgage eligibility and best product fit.
  • Evaluated credit reports and financial documents for accuracy and compliance with lending guidelines.
  • Developed comprehensive loan packages ensuring all necessary documentation was complete and accurate.
  • Provided expert guidance to clients on mortgage options, terms, and conditions to enhance decision-making.
  • Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.

Staff Accountant

BDO Canada LLP
09.2018 - 02.2020
  • Managed preparation and analysis of financial statements for diverse clients.
  • Led annual audits, ensuring compliance with accounting standards and regulations.
  • Reviewed tax returns, ensuring compliance while optimizing client tax positions.
  • Analyzed financial data to identify trends, providing actionable insights for management decision-making.
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.

Customer Service Representative

CIBC
07.2015 - 10.2017
  • Responsible for achieving sales of bank products
  • Maintained a high quality of customer service

Summer Intern

LifeOne Accounting & Financial Services
05.2017 - 08.2017
  • Prepared company payroll
  • Managed and maintained filing system
  • Maintained a high standard of client relations

Server

Earl’s Kitchen & Bar
04.2015 - 08.2016
  • Maintained a high quality of customer service
  • Responsible for serving all meals and drinks efficiently and correctly

Education

Bachelor of Management - Specialization in Accounting

University of British Columbia
Kelowna, BC
04.2018

Bachelor of Arts - University Studies

Okanagan College
Penticton, BC
04.2015

Skills

  • Analytical
  • Strong Communicator
  • Multi-tasker
  • Problem Solver
  • Microsoft Office
  • Fluent in Punjabi
  • Customer service
  • Customer relations
  • Attention to detail
  • Driven and determined
  • Entrepreneurial personality
  • Work Planning and Prioritization
  • Project management
  • Business development

Timeline

Business Owner

Self Employed
02.2022 - 06.2025

Manager, Mobile Mortgage Specialist

TD Bank
04.2020 - 12.2021

Staff Accountant

BDO Canada LLP
09.2018 - 02.2020

Summer Intern

LifeOne Accounting & Financial Services
05.2017 - 08.2017

Customer Service Representative

CIBC
07.2015 - 10.2017

Server

Earl’s Kitchen & Bar
04.2015 - 08.2016

Bachelor of Arts - University Studies

Okanagan College

Bachelor of Management - Specialization in Accounting

University of British Columbia
Prab Dhillon