Upinder Kaur
Surrey,BC
Summary
A highly skilled Mortgage Broker with more than three years of experience in the mortgage industry. Proven ability to successfully negotiate difficult financial terms in order to close the best transactions, using cooperative collaboration and strong computer abilities. Achieved high client satisfaction through ethical business practices and effective problem-solving.
Overview
4
4
years of professional experience
Work History
Mortgage Broker/Mortgage Underwriter
Krimson Mortgages - MA A Better Way
09.2020 - 08.2023
- Assessed clients' financial situations, including credit, income, and debt, to determine eligibility for loan products
- Educated clients throughout the loan process from application to closing
- Collaborated with different lenders to find best possible deal for homebuyers.
- Ensured compliance with all regulatory requirements, including documentation and reporting.
- Facilitated smooth communication between all parties involved in transactions, resulting in successful loan closings and satisfied clients.
Sales Representative
Fruiticana
02.2019 - 01.2021
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Listened to customer needs and desires to identify and recommend optimal products.
- Created inviting environment for customers by maintaining store organization and cleanliness.
Education
Mortgage Brokerage in BC -
UBC - Sauder School Of Business
Vancouver, BC11.2021
Post Graduate Diploma - Business Administration
Langara College
Vancouver, BC01.2021
Bachelor's in Commerce - Commerce/ Business
Apeejay College of Fine Arts
Jalandhar, India05.2017
Skills
- Collaborative Teamwork
- Ethical business practices
- Goal-oriented mindset
- Client engagement and assistance
- Detail-oriented approach
- Loan Applications
- Client Confidentiality
- Skilled in Expert
- Organized Record Keeping
- Effective problem solving
- Proficient computer skills
- Comprehensive product knowledge
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Mortgage Broker/Mortgage Underwriter
Krimson Mortgages - MA A Better Way
09.2020 - 08.2023
Sales Representative
Fruiticana
02.2019 - 01.2021
Mortgage Brokerage in BC -
UBC - Sauder School Of Business
Post Graduate Diploma - Business Administration
Langara College
Bachelor's in Commerce - Commerce/ Business
Apeejay College of Fine Arts
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