Summary
Overview
Work History
Education
Skills
Timeline
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Sherwin Naidu

Surrey, BC,BC

Summary

Seasoned financial professional with a proven track record at First West Credit Union, excelling in mortgage underwriting and relationship management. Leveraged document review expertise and exceptional interpersonal skills to enhance client trust and portfolio performance, significantly contributing to business growth. Expert in navigating complex financial landscapes to achieve client and company objectives.

Overview

7
7
years of professional experience

Work History

Mortgage Analyst

PHL Capital
07.2024 - 12.2024
  • Assessed borrower's income, assets, liabilities and other factors to evaluate loan applications.
  • Identified and analyzed loan applicants' financial information to determine creditworthiness.
  • Monitored loan processing activities to ensure accuracy and timeliness.
  • Reviewed customer accounts to determine on-time payments and loan terms compliance.
  • Maintained up-to-date knowledge on current industry regulations and standards.
  • Analyze mortgage applications, assess risk factors, and provide recommendations to optimize lending decisions for PHL Capital.

Station Attendant

Air Canada
03.2023 - 01.2024
  • Assisted disabled passengers by providing wheelchairs or other necessary support services.
  • Manually lifted heavy suitcases weighing up to 50 pounds while loading them onto planes.

Sr. Member Services Advisor

Coast Capital Savings
05.2022 - 01.2023
  • Identified opportunities for sales growth through targeted promotions or discounts.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
  • Assessed customer needs to identify appropriate solutions or referrals.
  • Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.

Sr. Financial Advisor

First West Credit Union
09.2017 - 04.2022
  • Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Educated clients on various types of investment vehicles available so they can make informed decisions when investing their money.
  • Facilitated client meetings with comprehensive investment strategy planning.
  • Responded promptly to inquiries from customers via phone or email regarding their accounts or questions they may have had about the services offered by the firm.
  • Conducted comprehensive portfolio reviews to ensure optimal asset allocation and performance against market benchmarks.

Education

LLQP - Insurance

Insurance Council of BC
01-2024

Mortgage Broker -

UBC
01-2024

Skills

  • Loan servicing
  • Microsoft
  • Document review
  • Loan origination
  • Portfolio management
  • Salesforce CRM
  • Mortgage underwriting
  • Teamwork and collaboration
  • Problem-solving abilities

Timeline

Mortgage Analyst

PHL Capital
07.2024 - 12.2024

Station Attendant

Air Canada
03.2023 - 01.2024

Sr. Member Services Advisor

Coast Capital Savings
05.2022 - 01.2023

Sr. Financial Advisor

First West Credit Union
09.2017 - 04.2022

LLQP - Insurance

Insurance Council of BC

Mortgage Broker -

UBC

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Sherwin Naidu