AHMAR IQBAL
Mississauga,ON
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over five years of assisting clients. Knowledgeable in all credit procedures. Talented Mortgage Specialist with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
7
7
years of professional experience
Work History
Mortgage Specialist
Bank of Montreal
04.2021 - 05.2023
- Actively Searches for Sales opportunities to achieve Sales goals
- Discuss Mortgage insurance with the Clients
- Sells Real estate lending and insurance products
- Keeping Sharp focus on Banking Regulations and acts in accordance with the regulatory
- Deliver Exceptional customer service
- Continuously focus on the Market Dynamics
- Guides Customer Throughout mortgage
- Maintain Confidentiality of both Customer and Bank Information.
Personal Banking Associate
BMO Bank of Montreal
03.2019 - 03.2021
- Advise Clients on Financial services and resolve issues
- Keeping a sharp focus on regulations, industry dynamics affecting clients and analyzing clients’ banking products requirement in view of their nature, dynamics and cycle of businesses
- Team Building within the Branch Staff
- Help customers on activating New Banks Accounts/Plans based on preferences
- Establish new and existing account relationship through sales
- Guide and aware clients for the Digital banking
- Assist clients on their fraudulent/Unauthorized activities/trxns in their accounts
- Discuss and guide Clients regarding Personal Lending and Home financing options.
Inside Sales Consultant
Rogers Communications
09.2018 - 03.2019
- Treated email requests for client orders and queries
- Activating New plans based on customer preferences
- Provide billing information.
Sales representative
Equinox Marketing
01.2016 - 01.2018
- Activating Protection plan for TD Visa clients
- Treated email requests for client orders and queries
- Provided exceptions customer service and support, over the telephone by using appropriate questioning techniques to assess customer needs
- Assisted with peer coaching for team members.
Education
MBA - Marketing
PAF KIET University
Karachi,Pakistan2010
BBA -
PAF KIET University
Karachi,Pakistan2008
Skills
- Financial Analysis
- Customer Interaction
- Learning Strategies
- Critical Thinking
- Problem Solving
- Negotiation Tactics
References
- Available upon request.
Timeline
Mortgage Specialist
Bank of Montreal
04.2021 - 05.2023
Personal Banking Associate
BMO Bank of Montreal
03.2019 - 03.2021
Inside Sales Consultant
Rogers Communications
09.2018 - 03.2019
Sales representative
Equinox Marketing
01.2016 - 01.2018
MBA - Marketing
PAF KIET University
BBA -
PAF KIET University
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