Balvinder Sangwan
Mernda,VIC
Summary
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
7
7
years of professional experience
Work History
Mortgage Broker Assistant
Perfect Lending Solutions PTY LTD
11.2021 - Current
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Personal Care Assistant
Whittlesea Lodge
06.2021 - Current
- Built strong relationships with clients to deliver emotional support and companionship.
- Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
- Documented residents' mental status, sleep, and eating patterns in medical record books.
- Scheduled and accompanied clients to medical appointments.
- Planned activities to encourage movement, stretching and strength building.
Finance Manager
Kamal Enterprises Pty Ltd.
01.2020 - 06.2020
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Reviewed documentation and identified financial discrepancies where applicable.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Finance Manager
Electro Guru Pty Ltd
05.2019 - 01.2020
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Reviewed documentation and identified financial discrepancies where applicable.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
- Created organizational structures to improve accounting and finance functions.
Catering Supervisor
Rio Tinto
04.2017 - 06.2019
- Supervised catering staff at all functions, instructing employees to restock items quickly and to promote exemplary service to guests.
- Maintained close working relationships with food and beverage director, head chef and banquet manager.
- Built lasting, lucrative relationships with community members and leaders through effective communication and active listening skills.
- Drove catering revenues by bringing in new business to establishment, consistently exceeding quarterly and yearly goals.
- Collaborated closely with clients to develop exciting catering menus for memorable events.
- Visited venues before events to assess kitchen facilities and make thorough labor and equipment plans.
Education
No Degree - Certificate in Individual Support Worker
Pines Learning
Whittlesea, VIC03.2021
MBA - MPA (Masters in Accounting)
Holmes Institute, Brisbane
Brisbane, QLD12.2017
Bachelor of Science - Physics, Mathematics, Electronics
Kurukshetra University
Kurukshetra. Haryana, India05.2013
Skills
- Negotiation Tactics
- Payment Collection
- Sales Forecasting
- Relationship Selling
- Loan writing
- File Management
Listen to music, Gym
In this hectic era everyone need break to calm down, and dor me Music and Exercises make me relax
Languages
English
Full Professional
Hindi
Full Professional
Timeline
Mortgage Broker Assistant
Perfect Lending Solutions PTY LTD
11.2021 - Current
Personal Care Assistant
Whittlesea Lodge
06.2021 - Current
Finance Manager
Kamal Enterprises Pty Ltd.
01.2020 - 06.2020
Finance Manager
Electro Guru Pty Ltd
05.2019 - 01.2020
Catering Supervisor
Rio Tinto
04.2017 - 06.2019
No Degree - Certificate in Individual Support Worker
Pines Learning
MBA - MPA (Masters in Accounting)
Holmes Institute, Brisbane
Bachelor of Science - Physics, Mathematics, Electronics
Kurukshetra University
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