AMANPREET Singh
Pickering,ON
Summary
Experienced client advisor specializing in exceptional client support services. Proven ability to manage existing client relationships and offer valuable advice. Skilled in resolving client issues efficiently and providing operations support. Demonstrated talent in selling diverse lending products. Communicative and organized professional dedicated to delivering top-notch service to clients.
Overview
1
1
year of professional experience
Work History
Client Advisor/ Lending Products Specialist
Optima Communications International Inc-Whitby
2023.04 - Current
- Provided Exceptional customer Service in a professional, empathetic and respectful manner.
- Proactively engaged with clients in all areas and in the community, uncovering their finance needs, providing help and advice, as well as identifying sales.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Experienced in collecting information, cash controls including taking payments.
- Educated potential clients on various lending options, guiding them towards informed decisions that fit their financial goals.
- Committed to personal training and development to deliver the best borrowing experience to earn customers trust and loyalty.
Education
Bachelor Degree -
Jammu University
Skills
- Experience with Loans/ Lending products
- Experience with Collection Processing
- Customer Support Experience
- Financial transaction expertise
- Terms Negotiation
- Repayment plan structuring Debt Management
- Digital Literacy
- Data Analysis Adaptability
- Client Centricity
- Client Discovery Communication Documentation
- Review Mortgage lending
Timeline
Client Advisor/ Lending Products Specialist
Optima Communications International Inc-Whitby
2023.04 - Current
Bachelor Degree -
Jammu University
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