Kuljit Dhinjal
Fairfield,CA
Summary
Resourceful Lending Advisor known for productivity and efficient task completion. Skilled in risk assessment, financial analysis, and client relationship management. Excel in communication, problem-solving, and adaptability, ensuring smooth operations and customer satisfaction.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
Work History
Home lending Advisor
JPMorgan Chase
Fairfield
04.2019 - 11.2022
- Consulted clients on loan options and financial products.
- Analyzed customer financial data to assess loan eligibility.
- Facilitated loan applications and documentation for clients.
- Resolved client inquiries and issues regarding loan processes.
- Assisted customers in selecting the best loan product to meet their financial needs.
Home Mortgage Consultant
Wells Fargo & Company
Richmond, CA
06.2017 - 06.2019
- Analyzed financial information to determine loan eligibility for various clients.
- Developed customized mortgage solutions based on client needs and financial situations.
- Conducted follow-ups with clients to ensure satisfaction and address concerns promptly.
- Assisted in training new staff on mortgage processes and customer service standards.
- Employed fresh marketing techniques to expand book of business.
Education
MBA
Punjab Technical University
01.2009 - 01.2011
Skills
- Customer data management
- Sales strategy development
- Customer relationship management
- Problem solving
- Effective communication
- Attention to detail
- Time management
- Team collaboration
Timeline
Home lending Advisor
JPMorgan Chase
04.2019 - 11.2022
Home Mortgage Consultant
Wells Fargo & Company
06.2017 - 06.2019
MBA
Punjab Technical University
01.2009 - 01.2011