PRIYANK DAVE
150 Broadacre Drive, Kitchener,ON
Summary
With over 15 years of diverse experience, I specialize in personalized consultations that align client needs with tailored solutions. Skilled in customer engagement, I resolve inquiries using advanced tools while ensuring seamless communication. My collaborative approach drives customer satisfaction and delivers measurable business growth.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Branch Manager
Easyfinancial Services Inc
Mississauga, Ontario
11.2019 - Current
- Led meetings with executives and branch staff to review monthly performance, update strategies, and refine business plans, ensuring smooth operations and driving profit growth.
- Processed loan and mortgage payments for clients, reconciled transactions and generated monthly reports
Evaluated documents for clients and managed initial underwriting of loan applications while ensuring
adherence to policies and guidelines - Maintained strong relationships with insurers, title companies, and appraisers to support active applications. Managed complex mortgage applications, including title investigations, HELOC, LOC, and associated fees.
- Updated/Evaluated plans/tactics to maintain budget as per growth forecast and examined reports for variance
to expectations - Supported quarterly review of profit discrepancies, sales and related direct and indirect cost of branch
Financial Services Representative
Easyfinancial Services Inc
Mississauga, Ontario
06.2018 - 10.2019
- Examined files, for personal loans/mortgages and funded clients based on their financial needs
- Demonstrated compassion and empathy toward clients to be able to listen their financial needs and
harmonized with best available lending solutions - Capitalized on financial cross-sales opportunities by paying attention to client needs
- Handled payout inquiries from clients and calculated per diem interest for payout confirmation
- Assessed all loan applications by credit worthiness, financial and other risk
Assistant Professor
Parul University
Vadodara, India
08.2009 - 03.2018
- Design and deliver lectures, seminars, and practical sessions for undergraduate and/or graduate courses.
- Conduct original research and contribute to the advancement of knowledge in the field.
- Participate in departmental meetings and contribute to curriculum development and program reviews.
Education
Master of Science - Thermal Engineering
Parul University
India07-2011
Skills
- Team Player
- Leadership
- Problem Solving
- Client Relationships
- Strategic Research
- Audit and Assurance
- Interpersonal
Communications - Budget and Forecasting
- Microsoft 365
Certification
- REMIC Certified Mortgage agent
Timeline
Branch Manager
Easyfinancial Services Inc
11.2019 - Current
Financial Services Representative
Easyfinancial Services Inc
06.2018 - 10.2019
Assistant Professor
Parul University
08.2009 - 03.2018
Master of Science - Thermal Engineering
Parul University