Upinderjit Singh Seera
Brampton,ON
Summary
Achievement-oriented financial and mortgage consultant with a prominent track record in banking and sales, diverse background in business and administration. Recognized for attention to detail, serving as a dedicated team leader with proven strengths in leadership. Demonstrates equal effectiveness both independently and as a collaborative member of high-performance teams.
Overview
6
6
years of professional experience
Work History
Mortgage Agent
Clarity Financial
04.2021 - Current
- Advised clients on a wide range of mortgage options, including fixed-rate and variable-rate mortgages, helping them make informed decisions
- Conducted comprehensive financial assessments to evaluate clients' eligibility for various mortgage products
- Successfully managed and expanded a portfolio of mortgage clients, ensuring their financial needs were met
- Provided personalized financial advising for real estate investing and planning, assisting clients in optimizing their real estate investments
- Collaborated closely with a network of lenders, underwriters, and real estate professionals to facilitate smooth and efficient transactions
- Leveraged strong negotiation skills to secure favorable terms for clients, resulting in cost savings and enhanced mortgage terms
- Demonstrated an exceptional ability to analyze market trends, ensuring clients obtained the best mortgage rates
- Achieved a significant increase in mortgage applications and successful closings, contributing to company growth and reputation
- Maintained a high level of customer satisfaction through effective communication, timely problem-solving, and dedicated customer service.
Assistant manager/Sales Associate
Can Concepts Inc
01.2020 - 04.2021
- Provided project assistance in marketing and advertised projects directed towards businesses and corporations in the GTA
- Built and maintained key relationships with local businesses, corporations and resolved issues that arose
- Effectively managed team members and performed timely reviews with constructive feedback
- Checked on the status of client’s and supplier’s accounts, tracking payments, and cash handling major transactions
- Helped mangers and associates in various departments to completing their tasks
- Handled checks, cash, and credit cards for payments from clients and vendors
- Communicated with clients and understood their pain points
- Increased retention by 35%
- On–boarded 3 new sales staff who helped achieve 10% more sales in the first month.
Service Advisor
Canadian Tire
11.2018 - 07.2019
- Trained new hires to perform exceptionally and helped identify their weaknesses to hone them to their advantage
- Dealt with difficult customers, helped them understand the on-going problem and found solutions urgently to help them
- Fast-paced, rapidly changing environment, dealt with a high number of clients and stakeholders, understanding their different values and needs
- Processed sale through cash, points card, and other electronic transactions that sum up to cash handling
- Wrote work order, invoices, calculating labor cost, closing work orders, updating inventory
- Increased sales by 10% by providing knowledge of products and services that would best fit the customer’s needs
- Provided excellent customer service and ensured ongoing commitment to the needs of the customer and their vehicle.
Direct Marketing Consultant
Innovage - Pure Octane Marketing
04.2018 - 08.2018
- Provided Rogers services directly to clients for better & faster internet, more channels, and other home services
- Direct marketing to our clients, performed exceptionally in a customer facing environment
- Satisfied customer's needs with customer service and provided services, also met monthly sales targets
- Taught new sales associates on ways to negotiate with clients before going to the field, demonstrated communication skills
- Led new employees on the field, shadowed them to make a sale and gave them feedback to improve
- Achieved a customer satisfaction rating of over 95% within three months, exceeding corporate target of 90%.
Education
Investment Funds Canada -
Canadian Securities Institute
01.2023
BUEC: Honors in Business Economics -
York University
01.2023
Mortgage Agent Course -
REMIC
01.2021
Skills
- Mortgage & Real Estate Expertise: Proficient in mortgage products, real estate investment advising, and portfolio management
- Sales & Client Management: Successful sales track record, client relationship building, and retention strategies
- Leadership & Collaboration: Effective team leadership, mentorship, and collaboration skills in fast-paced environments
- Financial Analysis: Strong analytical abilities, transaction processing, and financial profile evaluation
- Software Proficiency: Advanced MS 365 (Excel, PowerPoint), web development (HTML, CSS), and problem-solving skills
- Communication & Negotiation: Excellent verbal, written, and presentation skills, adept at negotiation
- Multilingual: Fluent in English, Punjabi, and Hindi, enhancing client communication
- Sales Strategy & Training: Develops and implements sales strategies, provides sales training, and onboards new associates
- Client Needs Assessment: Proficient in assessing client needs and tailoring solutions effectively
- Customer Retention: Proactive customer relationship management, problem resolution, and personalized service
Timeline
Mortgage Agent
Clarity Financial
04.2021 - Current
Assistant manager/Sales Associate
Can Concepts Inc
01.2020 - 04.2021
Service Advisor
Canadian Tire
11.2018 - 07.2019
Direct Marketing Consultant
Innovage - Pure Octane Marketing
04.2018 - 08.2018
Investment Funds Canada -
Canadian Securities Institute
BUEC: Honors in Business Economics -
York University
Mortgage Agent Course -
REMIC
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