Rajnish Sharma

Team Lead Manager at Mortgage Alliance Canada's Mortgage Choice
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Languages
  • English -
  • Hindi -
  • Punjabi -
  • Urdu -

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Credentials

  • Mortgage Agent License
    Canadian Association of Accredited Mortgage Professionals
    Apr, 2015
    - Nov, 2024
  • Risk Management
    Carleton University

Experience

    • Financial Services
    • 1 - 100 Employee
    • Team Lead Manager
      • Nov 2021 - Present

      Mortgage Agent Mortgage Agent

    • Canada
    • Banking
    • 700 & Above Employee
    • Mortgage Development Manager
      • May 2018 - May 2018

       Visiting clients at their place of work or their home. Advising and building strong relations with both new and existing clients. Tailoring mortgage packages to fit the individual requirements of homebuyers. Utilizing warm and cold leads and developing them into mortgage sales. Holding regular weekly meetings with senior managers and providing them with progress reports.  Visiting clients at their place of work or their home. Advising and building strong relations with both new and existing clients. Tailoring mortgage packages to fit the individual requirements of homebuyers. Utilizing warm and cold leads and developing them into mortgage sales. Holding regular weekly meetings with senior managers and providing them with progress reports.

    • Canada
    • Banking
    • 700 & Above Employee
    • Mortgage Advisor
      • Apr 2016 - Mar 2018

    • Financial Services
    • 1 - 100 Employee
    • Mortgage Agent
      • Apr 2015 - May 2016

       Ensuring that all mortgage applications and transactions are processed correctly. Adhering to all financial requirements. Developed leads from existing bank of clients. When necessary referring clients to colleagues.  Ensuring that all mortgage applications and transactions are processed correctly. Adhering to all financial requirements. Developed leads from existing bank of clients. When necessary referring clients to colleagues.

    • Restaurants
    • 700 & Above Employee
    • Franchise Owner
      • Feb 2008 - May 2016

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Insurance Broker
      • Jul 2009 - Sep 2012

       Service existing clients as well as new business Handling reporting of claims both automobile and property Service and management of incoming and outgoing calls Work independently as well as within a team environment  Service existing clients as well as new business Handling reporting of claims both automobile and property Service and management of incoming and outgoing calls Work independently as well as within a team environment

Education

  • Mortgage Professional Canada
    Broker, Mortgage
    2021 - 2021
  • Carleton University
    CRM, Risk Management
    2007 - 2008
  • Punjabi University
    Master’s Degree, Public Administration
    1990 - 1992

Community

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