Tajwar Rahman
Mortgage Agent/Broker at AKAL Mortgages Inc.- Claim this Profile
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Bengali -
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Urdu -
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Hindi -
Topline Score
Bio
Credentials
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Mortgage Agent
REMICJan, 2018- Oct, 2024 -
Investment Funds in Canada
Canadian Securities Institute (CSI)Aug, 2016- Oct, 2024
Experience
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AKAL Mortgages Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Mortgage Agent/Broker
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Nov 2021 - Present
Work with various lenders to find the best deal for a homebuyer. Originate loans to sell to lending institutions. Act as an intermediary between a lender and a borrower who needs a mortgage loan. Follow through with lender and client during approval process. Explain the legal aspects of the loan to the borrower as well as the payment terms and clauses to them. AKAL Mortgages Inc. Lic#108451 Independently Owned & Operated Work with various lenders to find the best deal for a homebuyer. Originate loans to sell to lending institutions. Act as an intermediary between a lender and a borrower who needs a mortgage loan. Follow through with lender and client during approval process. Explain the legal aspects of the loan to the borrower as well as the payment terms and clauses to them. AKAL Mortgages Inc. Lic#108451 Independently Owned & Operated
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SRJ Chartered Professional Accountants (Canada)
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Canada
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Accounting
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1 - 100 Employee
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Accountant
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Jan 2019 - Present
Preparation of compilation engagements Preparation of corporate and personal income tax returns Prepare and complete working papers, financial statements and tax returns according to Company and regulatory standards for clients in a variety of businesses and non-profit enterprises Establish and maintain strong client relationships Prepare analysis and various tax planning opinions HST return preparation and filing along with GST/HST audit support Tax consulting to Company clients including tax planning, analysis and recommendations Show less
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Dominion Lending Centres Inc
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Canada
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Financial Services
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700 & Above Employee
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Mortgage Agent
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Feb 2018 - Oct 2021
Work with various lenders to find the best deal for a homebuyer. Originate loans to sell to lending institutions. Act as an intermediary between a lender and a borrower who needs a mortgage loan. Follow through with lender and client during approval process. Explain the legal aspects of the loan to the borrower as well as the payment terms and clauses to them. Work with various lenders to find the best deal for a homebuyer. Originate loans to sell to lending institutions. Act as an intermediary between a lender and a borrower who needs a mortgage loan. Follow through with lender and client during approval process. Explain the legal aspects of the loan to the borrower as well as the payment terms and clauses to them.
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RBC
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Canada
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Banking
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700 & Above Employee
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Account Manager
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Aug 2016 - Oct 2017
Manage client relationships professionally and promptly; acting as a representative of RBC while responding to client inquiries and concerns regarding a full range of financial transactions. Invoke proactive problem-solving skills in overseeing client accounts and addressing and resolving issues before they become active banking problems for my clientele. Cultivate and foster purposeful working relationships with partners to enhance further business opportunities and expand referral business. Initiate client relationships across all areas of the branch and within the community; uncovering banking needs, providing help and advice, as well as identifying opportunities for additional sales and client development. Succeed in client education efforts, providing demonstrations and leveraging technology and other tools available to deliver an experience which exceeds expectations, drives sales, and retains ongoing business. An active participant in the training community at Royal Direct; in charge of training new employees as they enter RBC. Show less
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Banking Advisor
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Feb 2014 - Aug 2016
Displayed excellence in teamwork, with a focus on client service and a drive to meet and exceed expectations by assisting with immediate financial needs, resolving issues, and looking ahead for future planning. Maintained an in-depth knowledge of the products and services available to clients; engaging in conversation to identify the best overall solutions which would support and alleviate the needs and issues of the client, and referring them to the appropriate RBC partner as needed. Provided thorough explanation and demonstration of the features and benefits of a wide range of products and services as requested. Delivered tailored customer service to the specific needs and requirements of each customer; ensuring a high level of client satisfaction, while performing in accordance with business goals.Mentored colleagues at all levels of proficiency, providing training and assistance, with emphasis on the new training classes. Succeeded in meeting and exceeding all sales and service targets as determined by upper management and supervisors. Show less
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Education
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York University
Bachelor of Commerce Honours Degree, Accounting -
2019 -
Chartered Professional Accountants of Canada (CPA Canada)
CPA
Community
