SARA KHALID
Toronto
Summary
Dedicated and customer-focused professional seeking a position in the insurance industry. Proven ability to analyze data and communicate effectively with stakeholders to drive efficient claim resolutions. Adept at conducting thorough investigations, maintaining exceptional customer service, and ensuring compliance with regulatory standards.
Overview
2
2
years of professional experience
Work History
Associate
One Percent Realty
01.2024 - Current
- Analyze clients’ needs and financial situations to propose tailored solutions that align with their goals.
- Facilitate negotiations with industry professionals and clients, meticulously reviewing contract terms for accuracy and clarity.
- Identify and present homes that meet client preferences, assisting in refining their requirements as needed to ensure optimal satisfaction.
- Conduct thorough assessments of clients’ financial and credit standings to determine eligibility for financing options.
- Perform appraisals to establish accurate loan values, supporting clients in their financing decisions.
- Evaluate and recommend mortgage products to help clients secure financing at the most competitive rates and terms.
- Collaborate with escrow companies, lenders, home inspectors, and pest control operators to ensure all terms and conditions of the purchase agreement are fulfilled prior to closing.
- Actively prospect for buyer leads, converting inquiries into appointments and successfully closing agreements while conducting high-level fiduciary needs analyses.
- Utilize skillful comparative market analysis to provide accurate property value estimates, guiding clients in their buying and selling decisions.
- Develop and maintain strong relationships with contractors, mortgage lenders, and attorneys to enhance service delivery and support clients throughout the transaction process.
- Develop compelling content for sales presentations and promotional materials to engage potential buyers.
- Provide engaging promotional presentations to current and prospective clients, highlighting available properties and market insights.
- Oversee property closings, ensuring all documents are signed and funds are disbursed accurately and timely.
Associate
Royal LePage Signature Realty
01.2023 - 12.2023
- Collaborate closely with clients throughout the entire real estate transaction process, from initial consultation to contract signing and closing, ensuring exceptional fiduciary service. Provide strategic insights on market conditions, pricing strategies, and mortgage options to empower informed decision-making.
- Skillfully evaluate property values through comprehensive comparative market analysis, enabling clients to make informed decisions.
- Lead negotiations with industry professionals and clients, meticulously reviewing contract terms to ensure accuracy and protect client interests.
- Prepare essential documents such as representation contracts, purchase agreements, closing statements, deeds, and leases, ensuring compliance with legal standards.
- Investigate clients’ financial and credit status to assess eligibility for various financing options.
- Conduct thorough inspections of premises, coordinating necessary maintenance or notifying owners of required repairs.
- Perform property appraisals to establish accurate loan values, supporting clients in their financing decisions.
- Evaluate and recommend mortgage options to help clients secure financing at the best available rates and terms.
Education
Bachelor of Commerce in Accounting - School of Accounting And Finance
Toronto Metropolitan University
C.I.P. Designation (in Progress)
Insurance Institute of Canada
Skills
Client Interaction: Exceptional ability to engage with clients and understand their needs through effective communication and active listening Exceptional written and verbal communication skills; strong interpersonal abilities; negotiation and influencing skills
Analytical Skills: Strong aptitude for data analysis and problem-solving, with a focus on providing tailored insurance solutions Sound understanding of underwriting principles
Adaptability: A quick learner, poised to take on new challenges in a dynamic environment
Claims Handling: Strong understanding of claims investigation, evaluation, and negotiation techniques
Organizational Skills: Excellent ability to manage multiple claims and deadlines while maintaining attention to detail
Team Collaboration: Proven ability to work effectively both independently and as part of a team
Technical Proficiency: Proficient in Microsoft Outlook, Excel, PowerPoint, Word, and claims management systems
Risk management: Proficient in risk assessment and exposure measurement, leveraging underwriting tools effectively
Timeline
Associate
One Percent Realty
01.2024 - Current
Associate
Royal LePage Signature Realty
01.2023 - 12.2023
Bachelor of Commerce in Accounting - School of Accounting And Finance
Toronto Metropolitan University
C.I.P. Designation (in Progress)
Insurance Institute of Canada
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