Ishank Passi
Columbus,OH
Summary
I’m a results-driven professional with a strong background in sales, client relationship management, and mortgage processing. I have hands-on experience supporting licensed Mortgage Advisors in Canada by preparing applications, verifying documentation, and coordinating with lenders and clients.
I’m currently pursuing my career in the U.S. mortgage industry, having completed 24 hours of NMLS-approved pre-licensing education for Ohio (NMLS ID: 2749577) and preparing to become a licensed Mortgage Loan Originator. I’m passionate about helping clients navigate the homebuying process and secure the right financing solutions.
Combining my sales expertise, client service skills, and mortgage knowledge, I’m seeking entry-level MLO opportunities with banks or credit unions in Columbus, OH.
Overview
7
7
years of professional experience
Work History
Mortgage Processing Assistant (Unlicensed)
SR Accounting & Financial Services
Mississauga, Ontario
07.2024 - 07.2025
- Assisted licensed Mortgage Agents in preparing and submitting complete mortgage application packages to lenders.
- Collected, verified, and organized client documents including income statements, credit reports, identification, and property details.
- Reviewed applications for accuracy and compliance with regulatory and lender requirements prior to submission.
- Coordinated with clients, lenders, and third parties (lawyers, appraisers, insurers) to ensure timely processing and closing of mortgage files.
- Maintained client records and managed confidential information in accordance with privacy regulations.
- Supported Mortgage Agents in providing exceptional client service by addressing inquiries and tracking application progress.
- Collaborated with underwriters to resolve conditions and ensure smooth approval processes.
- Gained exposure to a wide range of mortgage products including first-time homebuyer programs, refinances, and renewals.
Volunteer Project Coordinator- Part-Time
Kalakarbank
08.2024 - 06.2025
- Collaborating with product, design, and development teams to create a digital platform for artists.
- Leading weekly sprints and stakeholder meetings to ensure on-time milestone delivery.
- Offering strategic input on UI/UX for a seamless user experience across mobile and web.
- Contributed to early-phase branding and positioning strategy for upcoming launch.
Partner/Sales & Marketing Manager
GRV Furniture & Mattress
, ON
01.2020 - 06.2024
- Increased annual revenue by 35% over 3 years by executing customer-centric sales strategies and optimizing in-store performance.
- Scaled the business from 3 to 20+ team members, leading recruitment, training, and performance management.
- Launched an e-commerce platform, driving a 25% increase in online inquiries and sales within the first year.
- Designed ad led marketing campaigns (digital + offline), resulting in a 40% rise in foot traffic and repeat customers.
- Negotiated supplier deals and implemented CRM systems, cutting operational costs by 15%.
Sales & Marketing Coordinator
GRV Furniture & Mattress
, ON
06.2018 - 12.2019
- Supported expansion from 1 to 2 retail stores, contributing to a 60% revenue jump within the first year.
- Built and executed local marketing campaigns, increasing brand awareness and capturing new customer segments.
- Delivered exceptional in-store customer experiences that led to high satisfaction and referral rates.
- Recognized for closing high-value B2C deals and building strong long-term client relationships.
Education
MBA -
08-2017
Bachelor's of Technology - Computer Science
05-2014
Skills
Sales Strategy & Execution
Business Development & Lead Generation
Client Relationship Management
Mortgage Applications Processing
Credit & Financial Document Review
Communication & Negotiation
Mortgage Documentation & Compliance
Loan Packaging & Submission
Languages
English
Professional
Hindi
Professional
Punjabi
Professional
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
NMLS Pre-Licensing Education – 24 Hours (Ohio)
Timeline
Volunteer Project Coordinator- Part-Time - Kalakarbank
08.2024 - 06.2025
Mortgage Processing Assistant (Unlicensed) - SR Accounting & Financial Services
07.2024 - 07.2025
Partner/Sales & Marketing Manager - GRV Furniture & Mattress
01.2020 - 06.2024
Sales & Marketing Coordinator - GRV Furniture & Mattress
06.2018 - 12.2019
Wilfrid Laurier University - MBA,
Lovely Professional University - Bachelor's of Technology, Computer Science
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