Summary
Overview
Work History
Education
Skills
Timeline
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SUNPREET SINGH

Waterdown,Ontario

Summary

Client-focused Finance Associate with excellent relationship building and communication skills. Track record of delivering high-quality client services through education and advocacy. Offering strong critical thinking skills and deep understanding of financial requirements. Proven ability to protect client assets while promoting business growth and profitability.

Overview

11
11
years of professional experience

Work History

Sales Coordinator/Documentation Specialist

TD Bank
Burlington, ON
01.2023 - Current
  • Developed and maintained documentation tracking systems to ensure document accuracy, completeness, and compliance with organizational standards.
  • Collaborated with subject matter experts to develop technical documentation that meets business needs.
  • Worked on complex deals in the Commerical National Accounts (CNA) verticals.
  • Managed the development of instructional material for end-users by creating user guides, manuals, tutorials and other support materials.
  • Organized large volumes of data into an easy-to-access format for customers and internal staff members.
  • Assisted in the preparation of commercial loan documents including promissory notes, security agreements, and other related documents.
  • Conducted periodic reviews of account files to ensure accuracy and completeness of documentation.

Equipment Finance Associate

RBC Royal Bank
Burlington, ON
10.2018 - 01.2023
  • Acting as a single point of contact to provide deep knowledge and experience of RBC Leasing products and services to ensure a positive client experience and mitigation of operational/credit risk
  • Taking ownership of client issues at initial stage, leveraging partners for effective resolution and advising the Sales Team of escalations/major issues
  • Responsible for efficient and effective end to end co-ordination and service delivery for all leasing transactions in coordination with the RBC Sales Team including application entry and the preparation and follow up of supporting documentation
  • Performing an proactive approach, high sense of urgency, ability to multi task and adapting to change constantly in order to ensure a seamless client experience
  • Processing work volumes within established turnaround timeframes and quality measurements
  • Provide ongoing coaching for Leasing Sales Managers as required to ensure credit and operational risks and workflow processes are comprehended and followed. Include system and application navigation assist/coaching where required
  • Exercising judgment in making decisions, with escalations referred to appropriate levels
  • Tracking conditional periods and follow up with brokers/vendors for firm financing deals
  • Consult with Credit and review contracts for completeness and accuracy.
  • Built trust and rapport with vendors/brokers to facilitate long-term, loyal relationships.

Collections Officer

RBC Royal Bank
Mississauga, ON
10.2016 - 10.2018
  • Provide assistance in the early stage delinquencies for an assigned portfolio of RBC products and services, to minimize the banks exposure to loss
  • Educated customers on actions and strategies for debt repayment
  • Reviewed accounts to determine payment plan compliance
  • Service Platform, Casper Input, BSC coding, correspondence, internal accounts and records, etc.)
  • Assisting in the collection of an assigned portfolio; ensuring all necessary and relevant information is reviewed
  • Exercises due diligence in following operational risk policies, procedures, standards and guidelines
  • Utilizing strong negotiation skills in all dealings with Service Partners and/or clients Identify gaps in the system and recommend solutions
  • Oversaw settlement, discharge and sale of repossessed items and RBC products
  • Negotiated payment plans and arrangements
  • Located debtors by utilizing skip tracking and other strategies
  • Handled repossession and foreclosure processes when warranted

Client Support Manager

Navstar Aviation Inc
Mississauga, Ontario
05.2016 - 10.2016
  • Recruited, trained and guided team members to offer every passenger top-notch service and support.
  • Communicated with gate agents to coordinate assistance boarding.
  • Oversaw employee work schedules and delegated daily assignments.
  • Helping to escort and board passengers with special needs, such as those in wheelchairs, or small children travelling alone.
  • Performing security related duties, such as being vigilant and observing any potential security threats.
  • Making sure the passenger is treated with professional manner while being served with wheelchair assistance
  • Observed behaviors and looked for signs of concerns such as injury, illness and emotional disturbance.

Mobile Supervisor

BestBuy Mobile
Burlington, ON
08.2015 - 04.2016
  • Oversaw entire stock management process, including receiving incoming merchandise, shelf replenishment and shrinkage control.
  • Directed and supervised staff performance.
  • Cultivated relationships with customers by participating in meetings onsite and at client locations.
  • Follow-up with customer within the agreed timeframe and meet all commitments
  • Work with the customer to resolve their issue and ensure that every customer interaction is in alignment with BestBuy values
  • Responsible for achieving great results in this fast paced environment while working in a team
  • Established, enforced and optimized departmental procedures and goals to optimize team performance and productivity.
  • Determined complete order accuracy by examining merchandise to verify price and quantity.
  • Reviewed inventory and sales records, tracked trends and reported on activities to senior management for use in key decision making.

Mobile Supervisor

Freedom Mobile
Burlington, ON
11.2012 - 07.2015
  • Focused on achieving highest level of expectations to meet client and company satisfaction.
  • Developed long-term rapport with clients to cultivate loyalty.
  • Establishes strategic goals and accomplishes staff results by communicating job expectations; planning, monitoring, and coaching employees; coordinating, and enforcing systems, policies, and procedures
  • Motivating and ensuring the reps are meeting their personal targets; participating and engaging in weekly conference calls with Manager's and District Manager's
  • Identified opportunities to up-sell additional services benefiting client.
  • Developed and tracked key performance indicators within client services department.
  • Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.
  • Created presentation materials for sales, customer relations, and management purposes.

Education

Real Estate And Mortgage Institute of Canada
Mississauga, ON
03.2019

Advanced Diploma - Advertising And Marketing Communications

Sheridan College
Oakville, ON
04.2016

Skills

  • Intermediate knowledge of Mortgages and Real Estate Agreement to Purchase documents
  • Exceptional interpersonal skills, organizational skills, and written and communication skills
  • Highly organized with ability to adapt to changing situations, prioritize and meet deadlines
  • Intermediate technical skills with Microsoft Office; (Excel, Word, PowerPoint, Publisher, and Outlook)
  • Audit tracking
  • Data entry
  • Invoicing and billing
  • Financial statement preparation
  • Vendor relationships
  • Account reconciliation
  • Document workflow
  • Deadline awareness

Timeline

Sales Coordinator/Documentation Specialist

TD Bank
01.2023 - Current

Equipment Finance Associate

RBC Royal Bank
10.2018 - 01.2023

Collections Officer

RBC Royal Bank
10.2016 - 10.2018

Client Support Manager

Navstar Aviation Inc
05.2016 - 10.2016

Mobile Supervisor

BestBuy Mobile
08.2015 - 04.2016

Mobile Supervisor

Freedom Mobile
11.2012 - 07.2015

Real Estate And Mortgage Institute of Canada

Advanced Diploma - Advertising And Marketing Communications

Sheridan College

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