RAJ GOTI

• Process mortgage-related transactions, such as property tax payments, mortgage liquidation, adjustments to insurance premiums, changes to client information, and mortgage payments as required.

• Make necessary calculations on premiums and/or allocation of payment to mortgages and liaise with CIBC Collections to clear outstanding funds, collect all relevant fees, penalties, and interest due.

• Strive to meet high customer service levels by processing incoming requests from internal/external Business Partners and Clients efficiently and in accordance with procedures and policies.

• Prioritize and organize workload based on risk/severity and documents required to ensure deadlines are met according to policies and procedures.

• Identify and recommend changes to exist processes and procedures to improve client satisfaction.

• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.

• Explained very technical financial information to applicants in easy-to-understand language.
• Created strategies to develop and expand existing customer sales, resulting in an increase in annual sales.
• Assisted clients with improving financial health by counseling on excessive spending and borrowing.
• Carried out day-day-day duties accurately and efficiently.
• Prepared various written communications, reports, and documents to ensure smooth operations.
•Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goals.
• Providing tax, income, and estate guidance for clients while being able to answer questions
• Monitoring client portfolios to ensure these meet their progress and target requirements.
•Proactively resolving or preventing banking or portfolio problems.