Sukhdeep Hira
Surrey,BC
Summary
Highly motivated and experienced finance professional with a proven track record of success in helping clients secure the best options tailored to their unique financial needs. Committed to providing exceptional customer service and building long-lasting relationships with borrowers and lending institutions. Seeking to leverage expertise and network to contribute to the growth and profitability of a reputable financial firm.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Regional Mortgage Specialist
ICICI Bank Limited
08.2023 - 02.2024
- Led the bank's Western Canadian region for the mortgage department with responsibility of multiple branches in BC
- Consistently met and exceeded monthly sales targets of 5 million per branch, contributing to overall success of mortgage department
- Generated additional 25% increase in business in other departments of the bank’s daily operations through collaboration with local business owners and existing and new clients
- Built and maintained relationships with multiple lenders, banks, and financial institutions to build a diverse pool of potential clients
- Evaluated and guided clients through the entire mortgage process, from pre-qualification to closing, providing support and addressing inquiries to determine most suitable mortgage products and terms
- Collaborated with clients to gather necessary documentation and information for loan applications
- Negotiated mortgage terms, interest rates, and closing costs on behalf of the bank with clients to ensure favorable loan terms
- Managed a portfolio of clients seeking mortgage loans, including first-time homebuyers, refinancers, and property investors.
Mortgage Agent
Blue Pearl Mortgage Group
01.2022 - 01.2023
- Conducted thorough financial assessments to determine clients' eligibility for various mortgage products
- Collaborated with clients to understand their financial needs and goals, offering tailored mortgage solutions
- Assisted senior brokers in processing loan applications and gathering relevant documents and conducted market research and analysis to identify potential clients and opportunities
- Originated mortgage loans in compliance with regulatory requirements and internal policies
- Communicated effectively with clients, real estate agents, and other stakeholders to ensure a seamless closing process
- Continuously evaluated business operations based on industry trends, market conditions, and changes in mortgage regulations to provide informed advice to clients
- Build and maintain strong relationships with clients to foster long-term partnerships and referrals.
Sales Development Specialist
Knewsales Group
02.2018 - 11.2022
- Resolved and managed workplace conflicts leading to a decrease in team turnover rate by 50%
- Focused on prioritizing customer queries to ensure empathetic long-term relationships resulting in a 20% close rate
- Exceeded sales targets by utilizing engagement and communication techniques leading to a 175% increase in product sales
- Developed and maintained product knowledge to solve complex problems leading to increase in customer retain rate by 18%
- Provided new ideas and processes by creating unique inquiry procedures to better improve customer experience
- Managed proper and attractive merchandise displays to ensure strategic placement of products that maximized purchases.
Client Account Specialist
CBV Collection Services
01.2021 - 08.2021
- Collaborated with the sales manager on team difficulties and constructing training and education framework to combat problems
- Provided one on one guidance to junior representatives by using Maslow’s hierarchical model to maximize individual potential and performance
- Led and motivated sales teams and assisted in providing proper training leading to employee development
- Always represented the company professionally and maintained a high work ethic for team members to follow
- Cultivated strong professional relationships with customers through variety of follow up approaches to generate additional sales opportunities
- Actively listened to customer needs by consistently providing tailored support to each client and adopting strategies to assign recommendations.
Education
Bachelors of Business Degree - Finance and Accounting
Simon Fraser University
Burnaby, BC03.2024
Dogwood Diploma -
Tamanawis Secondary
Surrey, BC01.2017
Skills
- Financial Analysis
- Risk Management
- Financial Modeling
- Budgeting and Forecasting
- Investment Management
- Data Analysis and Interpretation
- Market Research
- Strong Knowledge of Excel and Bloomberg
Certification
- Mortgage Agent Level 1, FSRA, Toronto, ON, 2022
- CSC Level 1, CSI, Toronto, ON, 2024
- Emergency First Aid/CPR C/AE, FireMedix Training, Vancouver, BC, 2020
- Mental Health First Aid, MHCC, Vancouver, BC, 2019
Timeline
Regional Mortgage Specialist
ICICI Bank Limited
08.2023 - 02.2024
Mortgage Agent
Blue Pearl Mortgage Group
01.2022 - 01.2023
Client Account Specialist
CBV Collection Services
01.2021 - 08.2021
Sales Development Specialist
Knewsales Group
02.2018 - 11.2022
Bachelors of Business Degree - Finance and Accounting
Simon Fraser University
Dogwood Diploma -
Tamanawis Secondary
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