Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Sheeba Chaturvedi

Toronto,Canada

Summary

Experienced mortgage administrator with a proven track record of effectively managing administrative tasks and supporting organizational operations. Proficient in overseeing office procedures, coordinating schedules, and implementing efficient workflows to streamline processes. Skilled in personnel management & loan processing. Adept at problem-solving and multitasking in fast-paced environments. Strong communicator with exceptional leadership abilities, dedicated to driving productivity and fostering a positive work culture.

Overview

12
12
years of professional experience

Work History

Portfolio Administrator

HomeEquity Bank
Canada, Canada
08.2021 - Current
  • Responsible for overseeing mortgage portfolio by delivering high-quality service and efficient processes to the Bank's Clients and internal departments
  • Explicit understanding of deposit and banking administration
  • Reviewing mortgage files and ensuring all documents meets bank's lending policies and guidelines
  • Managed a portfolio of mortgage loans, including payment processing, escrow analysis, and loan modifications
  • Communicating with lawyers & brokers and ensuring all documents are submitted as per SLA
  • Conducted thorough reviews of loan documents and records to ensure accuracy and compliance with company policies (underwriting and lending) and Canadian regulatory ( AML, Anti Fraud & Anti Terrorist) requirements.
  • Collaborated with internal departments, including collections, loss mitigation, and foreclosure, to address delinquent accounts and mitigate risks
  • Generated reports and analyzed data to identify trends and recommend process improvements to enhance efficiency and customer satisfaction
  • Works very closely with the Bank's other departments for an end-to-end view of client experience
  • Review insurance policies for adequacy of coverage, coordinate customer confirmation of property taxes
  • Coordinate regulatory communications as required, apply payments, charges, fees appropriately
  • Liaise and coordinate with external partners and internal partners, ensure timely receipt and processing of required documentation
  • Implementation of Kaizen Principle to improve operations and productivity
  • Works on various and complex financial databases to perform back-office operations in an efficient and effective manner
  • Review and validate documentation required for processing of new mortgages for accuracy and adherence to regulations and guidelines

Client Relations Specialist

HomeEquity Bank
Canada, Canada
02.2020 - 08.2021
  • Optimizing the client service deliveries
  • Handling bank clients from multiple communication channels (i.e Phone, email, fax, mail, in person or client portal)
  • Support generation of revenue, collection of fees/charges and seeking opportunities for operational efficiencies within the bank
  • Balancing and maintaining risk-based approach in accordance with the bank's policy
  • Acting on customer's request coming from business development managers and referred sales team
  • Handling customer's complaints as per complaint handling policy and procedures
  • Liaise with various internal and external teams to ensure the timely and accurate processing of each file.

Deputy Manager- Global Sales

WNS Global Services
India, India
01.2016 - 01.2019
  • Planned, directed, and evaluated the activities of firms and departments that develop and implement advertising campaigns to promote the B2B sales of products and services
  • Setting up qualified meetings with the mid-market companies and ensuring client satisfaction
  • Major responsibilities included the combination of hunting new business opportunities as well as managing the existing account
  • Strategy planning to drive for business and supporting North American B2B sales team
  • End to End meeting pipeline goals & built account-based marketing strategies
  • Generated new business worth US$ 45M from leading airlines in Singapore
  • Identified new business trends
  • Met and exceeded monthly targets
  • Developed and executed strategic outreach plans, relationship building, message enhancement and report improvement while building and maintaining cordial relations with key industry
  • Responsible for hiring, coaching, monitoring team to deliver results in an effective and efficient manner
  • Spearhead all awareness generation and demand generation programs and qualifying leads generated by lead generation team & developed new business
  • Monitored and implemented quarterly marketing plans across BU
  • Achieved 90% growth in database of North America and SE Asia in a span of 2 years
  • Conceptualized innovative ideas, developing a network of strategic partners and delivering ideas to help internal stakeholders to drive sales.

Business Development Manager

iResearch Services
India, India
01.2015 - 01.2016
  • Worked closely with internal team & vendors to handle sales campaigns, lead generation, demand generation campaigns, search marketing and social media marketing campaigns
  • Added value to bottom and top line of the business
  • Increased ROI & leading sales initiatives
  • Strategically revived & prospected Fortune 500 companies
  • Strategic client relationship management.

Marketing Consultant

Compassites Software Solution
India, India
01.2013 - 01.2015
  • Supported Marketing team & assisted during making of the marketing plans, write marketing collaterals and responsible for company's presence in social media by monitoring and contributing to the contents on a regular basis
  • Worked on various aspects of services marketing, such as brand promotion, content writing, website management, event management, vendor management marketing
  • Supported Sales team and provided timely research support to sales force at a tactical level arming them with insights for handling discussions better with the client.

Customer Service Representative

Concentrix
Canada, Canada
01.2020
  • Planned, directed, and evaluated the activities of firms and departments that develop and implement customer care campaigns to solve customer problems
  • Demonstrating empathy while maximizing opportunities to build strong relationships with customers
  • Answered inbound calls and assisted customers with account management issues
  • Managed data entry into company's customer database
  • Meet performance targets in all areas such as speed, accuracy, volume, customer satisfaction, and issue resolution
  • Taking calls and listening to client concerns regarding their accounts
  • Handles customer complaints regarding billing, payments, etc
  • Generates sales leads through telemarketing
  • Conducts phone surveys to clients to ascertain the company's quality of service.

Education

MBA - Business Study

Bangalore University
India
04.2013

Bachelor of Science - Science

Nagpur University
India
04.2012

Skills

  • Portfolio Management
  • Market Knowledge
  • Microsoft Office
  • Performance Analysis
  • Due Diligence
  • Presentation Skills
  • Pivot Tables Understanding
  • Quantitative Analysis
  • Client Relationship Management
  • Wealth Management
  • Financial Analysis
  • Client Relations
  • Cross-Functional Collaboration
  • Time Management and Multi-Tasking
  • Bankruptcy processes
  • Regulatory Compliance
  • Document Review
  • Document analysis
  • Client Account Management
  • Data Interpretation
  • Credit check knowledge
  • Goal-Oriented

References

References available upon request.

Timeline

Portfolio Administrator

HomeEquity Bank
08.2021 - Current

Client Relations Specialist

HomeEquity Bank
02.2020 - 08.2021

Customer Service Representative

Concentrix
01.2020

Deputy Manager- Global Sales

WNS Global Services
01.2016 - 01.2019

Business Development Manager

iResearch Services
01.2015 - 01.2016

Marketing Consultant

Compassites Software Solution
01.2013 - 01.2015

MBA - Business Study

Bangalore University

Bachelor of Science - Science

Nagpur University

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Sheeba Chaturvedi