Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
References
Timeline
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Sumanpreet Kaur

Brampton,Onatrio

Summary

Professional with solid background in sales and service industry, well-versed in client connections and regulatory compliance. Proven track record of driving successful outcomes through collaborative efforts and adaptability to changing market conditions. Strong skills in financial analysis, client relations, and risk assessment. Known for reliability and results-oriented approach.


Overview

5
5
years of professional experience

Work History

Mortgage Specialist Assistant

Royal Bank of Canada
07.2022 - Current
  • Assisting top producing Mortgage Specialist in meeting his sales objectives by providing effective and efficient administrative services
  • Enhancing client trust in the organization through transparent communication and consistent delivery on commitments.
  • Managing a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
  • Assisting clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
  • Develops strong relationships with our service partners to ensure operational guidelines are adhered to and transactions are processed efficiently
  • Have strong knowledge of Mortgage process which facilitates solutions and resolutions
  • Ensure my skills and knowledge are up to date according to the dynamic market to meet my responsible position requirements

Shift Supervisor

Starbucks Coffee
09.2019 - 07.2022
  • Operated Inventory Management System (IMS) and Cash management
  • Enhanced team productivity by implementing efficient shift scheduling and task delegation.
  • Ensure a clean and safe environment to current Public Health standard
  • Trained new employees and delegated daily tasks and responsibilities.
  • Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
  • Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.

Operation Specialist

Lodestar Freight Solutions
10.2021 - 01.2022
  • Streamlined customer service procedures, reducing response times and increasing customer satisfaction.
  • Analyzed data trends to identify opportunities for improvement in operational performance metrics.
  • Ensured compliance with industry regulations, minimizing risk exposure for the organization.
  • Dealt with US/Canada border authorities while shipment crossing
  • Improved customer satisfaction by developing and implementing feedback system for service enhancements.
  • Improved stakeholder communication by establishing regular update framework, keeping all parties informed of project progress and outcomes.

Education

Graduated - Business Finance

Sheridan College Hazel McCallion Campus
01-2020

Skills

  • Excellent Communication
  • Critical and Analytical Thinking
  • Adaptability and Reliability
  • Decision Making
  • Client Relations
  • Client needs analysis
  • Loan documentation

Accomplishments

  • Achieved RBC quarterly Award by meeting all service targets and sales goals set by my management.

Languages

English
Native or Bilingual
Punjabi
Native or Bilingual

References

Available upon request

Timeline

Mortgage Specialist Assistant

Royal Bank of Canada
07.2022 - Current

Operation Specialist

Lodestar Freight Solutions
10.2021 - 01.2022

Shift Supervisor

Starbucks Coffee
09.2019 - 07.2022

Graduated - Business Finance

Sheridan College Hazel McCallion Campus

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Sumanpreet Kaur