JAGPREET SINGH GHOTRA

Lending Specialist at Private Lenders
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Vancouver Metropolitan Area, CA
Languages
  • English -
  • Punjabi -
  • Hindi -

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Experience

    • Real Estate
    • 1 - 100 Employee
    • Lending Specialist
      • Jan 2021 - Present

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Private Mortgage Banker
      • Nov 2019 - Present

    • Pakistan
    • Technology, Information and Media
    • 1 - 100 Employee
    • Senior Financial Services Representative
      • Dec 2016 - Present

      2017 TD Champions Club

    • Client Service Representative
      • Oct 2015 - Nov 2016

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Business Banking Specialist
      • Dec 2018 - Oct 2019

    • Submission Officer
      • Aug 2014 - Sep 2015

    • Assistant Accounts Executive
      • Feb 2009 - Mar 2011

      Key Responsibilities:• Maintained positive relationships with existing clients while finding new accounts, resulting in increase in business• Solved problems pertaining to the accounts and negotiate the terms and conditions of accounts• Maintained book of accounts- double entry book keeping• Kept the thorough knowledge and understanding of the company’s credit products (structured and debt)• Assisted in creating budgets, forecasts and schedules• Ensured that loan policies and procedures were followed in accordance with audit guidelines• Identified fraudulent activity to prevent potential losses to the company• Measured and monitor success of all integrated marketing efforts: advertising, communications, interactive and Public relations

Education

  • Canadian Securities Institute
    IFC
    2014 - 2014
  • Centennial College
    Graduate Certificate, International Business Management, International Business
    2013 - 2014
  • Centennial College
    Post Graduate Diploma, Financial Planning
    2012 - 2013
  • University of Pune
    Bachelor of Commerce (BCom), Banking and Finance
    2008 - 2011
  • Army Public School
    High School
    2007 - 2008

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