Summary
Overview
Work History
Education
Skills
Certification
Timeline
Languages
Volunteering
Languages
Volunteering
Languages
Volunteering
Languages
Volunteering
AdministrativeAssistant
Satvir Kaur

Satvir Kaur

Credit Analyst
Ottawa,ON

Summary

Detail-oriented financial professional with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Proficient in determining level of risk for lenders using strong mathematical and statistical skills. Conscientious and committed to adhering to standards, policies and guidelines.

Overview

7
7
years of professional experience
1
1
Certificate

Work History

Underwriter

TD Canada Trust
05.2022 - Current
  • Maintained a culture of risk management, aligning processes with risk appetite and leveraging strong research skills.
  • Made approval and denial recommendations by determining accurate risk levels.
  • Determined and documented loan conditions and communicated requirements and decisions.
  • Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
  • Examined credit reports, financial statements and tax returns to determine repayment capability.

Financial Advisor

TD Canada Trust
07.2020 - 05.2022
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Explained different types of loans pertaining to client situations, worked complex mortgage applications.
  • Facilitated new client onboarding process and investment account setup.

Personal Banking Associate

TD Canada Trust
05.2019 - 07.2020
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.

Financial Services Representative

Easy Financial
01.2017 - 05.2019
  • Reviewed and evaluate online financial loan applications, assess applicant's creditworthiness and risk assessments to maximize quality of sale and limit future collection items.
  • Managed collections activities for all past accounts, maintaining impeccable level of service.


Education

Graduate Certificate - International Business Management

Mohawk College Of Applied Arts And Technology
Hamilton, ON
12.2012

Bachelor of Commerce - B.Com

Guru Nanak Dev University
Amritsar, India
04.2011

Advanced Diploma - Insurance And Risk Management

Guru Nanak Dev University
Amritsar, India
04.2011

Skills

  • Interpersonal skills
  • Customer service
  • Organizational
  • Detail oriented
  • Dependable
  • MS office

Certification

Mortgage agent license


Canadian Securities Course


Personal Financial Service Advice


Financial Planning 1


Timeline

Underwriter

TD Canada Trust
05.2022 - Current

Financial Advisor

TD Canada Trust
07.2020 - 05.2022

Personal Banking Associate

TD Canada Trust
05.2019 - 07.2020

Financial Services Representative

Easy Financial
01.2017 - 05.2019

Graduate Certificate - International Business Management

Mohawk College Of Applied Arts And Technology

Bachelor of Commerce - B.Com

Guru Nanak Dev University

Advanced Diploma - Insurance And Risk Management

Guru Nanak Dev University

Languages

Advanced: English, Punjabi, Hindi

Beginner: French 

Volunteering

Khalsa Aid 

Jan 2023- Present 



Languages

Advanced: English, Punjabi, Hindi

Beginner: French 

Volunteering

Khalsa Aid 

Jan 2023- Present 



Languages

Advanced: English, Punjabi, Hindi

Beginner: French 

Volunteering

Khalsa Aid 

Jan 2023- Present 



Languages

Advanced: English, Punjabi, Hindi

Beginner: French 

Volunteering

Khalsa Aid 

Jan 2023- Present 



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Satvir KaurCredit Analyst