Shagundeep Kaur Buttar
Kelowna,BC
Summary
Detail-oriented team player with strong Accounting and organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Resourceful professional in financial services, known for high productivity and efficient task completion. Specialized in risk assessment, regulatory compliance, and customer service. Excel using communication, problem-solving, and adaptability skills to achieve goals and meet client needs.
Overview
5
5
years of professional experience
Work History
Senior Lending Specialist
Fairstone Bank
Kelowna, Canada
07.2022 - Current
- Increased loan approval rates by performing detailed credit analyses and assessing borrower's financial health.
- Enhanced client lending process efficiency, assisting with document preparation and submission requirements.
- Increased client satisfaction through tailored financial advice and loan solutions.
- Supported team members in handling intricate loan applications, accelerating processing time.
- Consistently surpassed monthly lending targets with strong sales acumen.
- Elevated satisfaction rates by providing detailed explanations and responding to queries promptly.
- Reported any suspicious activities observed during loan processing activities per anti-money laundering guidelines.
- Analyzed financial statements and credit reports to assess the borrower's ability to repay the loan.
- Developed relationships with potential customers through cold-calling and in-person meetings.
- Generated detailed reports for customers with delinquent accounts.
Store Manager
A&W Orchard Park Mall
Kelowna, Canada
05.2020 - 07.2022
- Performed daily, weekly, and periodic accounting tasks.
- Logged invoice and expense information.
- Generated weekly profit and loss reports.
- Set and maintained goals for restaurant profitability.
- Generated inventory purchase orders.
- Logged inventory product receipts and invoices efficiently.
- Handled complaints through the implementation of a service recovery program.
- Recruited and onboarded employees.
- Addressed and resolved underperformance issues efficiently.
- Ensures compliance with established Labour regulations and HR policies.
- Maximized quality and cost efficiency through proficient operating system management.
- Compiled and analyzed weekly profit and loss statements covering cost of goods, labor costs, and direct expenses.
- Exceeded team goals and resolved issues by sharing and implementing customer service initiatives.
- Ensured optimal condition of all equipment.
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
Education
Business Administration Diploma - Accounting
Okanagan College
Kelowna, BC06.2020
Computer Applications Short Term Course -
Gurukul Institute
Barnala, India07.2017
Skills
- Credit analysis
- Loan servicing
- Relationship management
- Debt restructuring
- Operational efficiency
- Excel
- PowerPoint
- Microsoft Word
- QuickBooks
- Computer Applications
- Handle multiple projects
- Detail-oriented
- Inventory Management System
- Sales acumen
- Communication
- Organizational skills
- Critical thinker
- Quick learner
- Accountability
- Teamwork
Languages
- English
- Hindi
- Punjabi
Timeline
Senior Lending Specialist
Fairstone Bank
07.2022 - Current
Store Manager
A&W Orchard Park Mall
05.2020 - 07.2022
Business Administration Diploma - Accounting
Okanagan College
Computer Applications Short Term Course -
Gurukul Institute
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