Sana Wadhwa
Mississauga,ON
Summary
Results-driven financial services professional with experience in insurance advising, debt counseling, and client relationship management. Proven ability to generate leads, assess client financial needs, and recommend tailored solutions. Strong background in sales, credit analysis, and customer retention. Adept at building long-term client relationships and driving revenue growth—well aligned with mortgage sales and lending advisory roles.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Real Estate Assistant
World Class Realty Point Brokerage
Toronto, ON
02.2024 - Current
- Supported 20+ monthly real estate and mortgage transactions, guiding clients through pre-approvals, financing options, and closing processes
- Built relationships with clients, realtors, and lenders, contributing to consistent referral opportunities and repeat business
- Assessed client financial profiles (income, credit, liabilities) to align them with suitable mortgage solutions
- Coordinated with lenders and underwriters to ensure timely approvals and seamless closings
Debt Counselor
Transworld Systems Inc.
Toronto, ON
07.2022 - 08.2023
- Managed 50+ client accounts monthly, providing tailored debt restructuring and financial planning solutions
- Analyzed income, liabilities, and credit profiles to support financial decisions and future mortgage readiness
- Negotiated with creditors, managing portfolios exceeding $75,000/month while improving client affordability
- Built strong client trust through transparent communication and consistent follow-ups
Debt Counselor
Total Credit Recovery
Toronto, ON
01.2022 - 06.2022
- Handled 40+ client cases monthly, resolving debt and credit challenges through customized solutions
- Achieved and exceeded monthly recovery targets of $15,000+ through effective negotiation and client engagement
- Evaluated financial statements to determine repayment capacity and financial stability
- Maintained compliance with internal systems and regulatory requirements while delivering strong client experience
Education
Accounting
George Brown College
Toronto01-2021
Skills
Mortgage & Lending Fundamentals
Client Acquisition & Relationship Building
Financial Needs Assessment
Credit & Debt Analysis
Sales Target Achievement
Cross-Selling Financial Products
Regulatory Compliance Awareness
CRM & Microsoft Office
Certification
- RIBO-Registered Insurance Broker Of Ontario
- Food Handler Certification (Ontario)
Additional experience
Insurance Agent – All-Risks Insurance Brokers, Toronto, ON (Oct 2023 – Jan 2024)
Restaurant Manager – Popeyes Louisiana Kitchen, Toronto, ON (Jul 2018 – Aug 2021)
Languages
English
Hindi
Timeline
Real Estate Assistant
World Class Realty Point Brokerage
02.2024 - Current
Debt Counselor
Transworld Systems Inc.
07.2022 - 08.2023
Debt Counselor
Total Credit Recovery
01.2022 - 06.2022
Accounting
George Brown College