Kunal Anjaria
Louisville,CO
Summary
Detail-oriented financial professional with expertise in underwriting, loan processing, financial transactions, and compliance with regulatory standards. Licensed in Series 6, Series 63, SIE, and Life Insurance, with strong skills in client relationship management, risk analysis, and credit evaluation. Proficient in Microsoft Office, Encompass 360, and loan processing software. Proven ability to manage financial portfolios, process loans, and adhere to industry regulations while delivering exceptional customer service.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Junior Financial Consultant
TIAA
Denver, CO
06.2023 - 06.2024
- Took 40+ calls daily, helping clients with questions about financial transactions, long-term asset planning, and navigating retirement plans.
- Guided clients through the application process for fixed and variable annuities, ensuring a smooth and compliant experience, resulting in a 25% increase in client annuity applications.
- Processed and ensured accuracy of annuity and IRA applications, preventing customers from having to resubmit documentation, contributing to a 30% improvement in client processing times.
- Assisted clients in navigating employer-sponsored retirement plans, providing personalized guidance for investments in IRAs.
- Resolved participant complaints, ensuring all documentation complied with industry regulations, leading to a 20% improvement in compliance accuracy.
Mortgage Loan Processor
MDC Holdings
Denver, CO
10.2020 - 08.2022
- Processed 15-25 loans monthly, including FHA, conventional, and VA loans, while adhering to underwriting guidelines.
- Ordered and reviewed appraisals and conducted verifications of employment to ensure loan eligibility.
- Updated data within Encompass 360 to ensure accuracy, guiding clients from the application to the closing of the loan.
- Collaborated with loan officers and underwriters to maintain compliance with risk management protocols.
- Communicated with title companies to ensure they had the correct documentation for closing, securing a 90% on-time closing rate through effective credit analysis and risk adherence.
Member Service Representative
Premier Members Credit Union
Westminster, CO
05.2017 - 01.2020
- Opened checking, savings, and car loan applications, while cross-selling products such as mortgages and brokerage accounts, referring customers to the correct department.
- Balanced the vault daily, ensuring accurate financial management and preventing discrepancies.
- Opened credit card applications, achieving high referral numbers and sales through strong customer service and cross-selling strategies.
- Assisted clients with financial products while ensuring compliance with banking regulations, showing a solid understanding of customer service and financial management.
- Consistently achieved a 98% issue resolution rate by providing personalized customer support, leveraging strong customer service and problem-solving skills.
Education
Monarch High School
Louisville, CO05.2009
Skills
Insurance & Risk Management
Customer Service & Account Management
Credit Analysis & Risk Assessment
Client Relationship Management
Microsoft Office (Excel, Word, Outlook, PowerPoint)
Financial Transactions & Documentation
Loan Processing (Encompass 360)
Communication Skills
Time Management
Documentation Review
Mutual Funds
Client Relations
Loans
Banking
Financial Services
Certification
- SIE
- Series 6
- Series 63
- Life Insurance
Timeline
Junior Financial Consultant
TIAA
06.2023 - 06.2024
Mortgage Loan Processor
MDC Holdings
10.2020 - 08.2022
Member Service Representative
Premier Members Credit Union
05.2017 - 01.2020
Monarch High School