Pratibha Bist
Mississauga,Canada
Summary
Accomplished Fulfillment and Intake Officer at GNE Mortgages, adept in mortgage documentation and client communication. Excelled in coordinating mortgage files, ensuring compliance, and enhancing client satisfaction. Proven organizational skills and proficiency in Microsoft Office drive efficient operations. Pursuing mortgage agent certification to further expertise and contribute to dynamic financial environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Fulfillment and Intake Officer
GNE Mortgages
Mississauga, Canada
06.2025 - Current
- Act as a primary contact for client mortgage inquiries, providing clear communication and resolving administrative issues along with new applications building through File Logix and velocity.
- Prepare mortgage documentation and commitments based on approved underwriting recommendations and coordinate with mortgage accounting for the release of mortgage funds on a timely basis.
- Prepare and send applicable packages to solicitor along with relevant documents and follow up with the solicitor along with relevant documents.
- Coordinate mortgage files from approval to funding by assembling complete submission packages, clearing lender conditions, and working closely with clients, lenders, and lawyers to meet funding timelines.
- Validate mortgage documents received from solicitors to ensure adherence to lender commitments, regulatory standards, and established company guidelines and follow established policies and procedures to ensure compliance with AML regulations and quality assurance standards.
Sr. Administrative Assistant
Ameriprise Financial
Gurugram, India
06.2021 - 04.2025
- Provided comprehensive administrative and client service support to Ameriprise Financial Advisors, including client onboarding, accounting documentation, meeting coordination and respond to all inquiries within the timeline.
- Ensured accurate recordkeeping and regulatory compliance by adhering to firm policies and AML/KYC requirements while coordinating with internal teams to deliver a high-quality client experience.
Sr. Administrative Assistant
American Express
Gurugram, India
10.2017 - 06.2021
- Served as a primary point of contact for clients, partners, and senior stakeholders on behalf of the VP of Finance, managing communications, scheduling, and follow-ups to ensure timely, professional, and customer-focused engagement.
- Coordinated client-related financial documentation, inquiries, and service requests, ensuring accuracy, confidentiality, and prompt resolution in line with American Express service standards and policies.
Education
Post Graduation - Human Resource Management
NIMS University
IndiaGraduation - Bachelor of Business Administration
IP University
IndiaSkills
- Working towards mortgage agent course through Remic
- Microsoft Office (Excel, PowerPoint)
- Communication & Organizational Skills
- Mortgage documentation
Certification
- Mortgage Basics
- Learning banking operations
- Understanding residential mortgages
Timeline
Fulfillment and Intake Officer
GNE Mortgages
06.2025 - Current
Sr. Administrative Assistant
Ameriprise Financial
06.2021 - 04.2025
Sr. Administrative Assistant
American Express
10.2017 - 06.2021
Post Graduation - Human Resource Management
NIMS University
Graduation - Bachelor of Business Administration
IP University