Rajinder Pandher
Surrey,BC
Summary
Accomplished Senior Financial Advisor at Khalsa Credit Union, renowned for enhancing client satisfaction through expert communication and results-driven financial advice. Excelled in compliance, reducing mortgage processing times significantly, and mentoring junior advisors. Skilled in credit analysis and verbal communication, I consistently exceed professional development goals, demonstrating a profound impact on operational efficiency and client trust.
Overview
10
10
years of professional experience
Work History
Senior Financial Advisor
Khalsa Credit Union
05.2014 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
- Collaborated with loan officers to resolve discrepancies in application materials, streamlining the approval process.
- Maintained compliance with regulatory standards and guidelines, mitigating potential risks to the organization.
- Reviewed appraisals and title documents to verify accuracy and completeness.
- Reduced processing times for mortgage applications, ensuring prompt customer service and satisfaction.
- Provided detailed feedback on loan decisions, effectively communicating with both internal stakeholders and applicants.
- Effectively managed workload to ensure timely completion of all assigned tasks while maintaining a focus on quality.
- Conducted regular audits of loan files for accuracy and completeness, maintaining impeccable documentation standards.
- Maintained a deep understanding of various loan products available, expertly matching borrower needs with suitable options.
- Contributed to team success through active participation in training sessions and professional development opportunities.
- Mentored junior advisors to enhance team performance and drive overall success within the firm.
Education
Consumer & Residential Mortgage Lending -
Trinity Western University
Langley, BC11.2023
1) Credit Union System, 2) CU Product & Services -
Trinity Western University
Langley, BC2022
Canadian Investment Funds Course -
IFSE Institute
Canada2021
Bachelor of Education - Science
Punjab University Chandigarh
India03.2009
Skills
Verbal and written communication
Microsoft Excel
Analytical and Critical Thinking
Data Interpretation
Documentation Review
Creditworthiness Determination
Residential mortgage lending regulations
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Senior Financial Advisor
Khalsa Credit Union
05.2014 - Current
Consumer & Residential Mortgage Lending -
Trinity Western University
1) Credit Union System, 2) CU Product & Services -
Trinity Western University
Canadian Investment Funds Course -
IFSE Institute
Bachelor of Education - Science
Punjab University Chandigarh
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