Shaan Nijjar

• Opened and managed a third new business location in Fair Oaks, overseeing financial operations, compliance, payroll, and vendor negotiations.
• Managed day-to-day business operations including staffing, inventory management, budgeting, accounting, and payroll processing.
• Hired, trained, and supervised staff, ensuring a strong focus on customer satisfaction and operational efficiency.
• Applied financial and compliance knowledge to maintain full regulatory adherence.
• Monitored expenses closely to stay within allocated budgets for each project and initiative.
• Established policies and procedures to ensure compliance with local, state, and federal regulations.
• Negotiated contracts with vendors and suppliers to secure the best terms possible.
• Coordinated special events such as product launches or promotional campaigns.
• Trained and mentored staff on customer service best practices and operational procedures.

• Underwrote SBA PPP loans, reviewing borrower documentation, creditworthiness, and compliance with federal lending guidelines.
• Managed a high-volume loan pipeline while maintaining strong communication with loan officers and applicants.
• Partnered with mortgage lenders to support appraisal reviews and loan approvals.
• Delivered personalized financial solutions, cross-sold loan products, and consistently exceeded client satisfaction goals.
• Ensured full compliance with banking regulations and internal controls.

• Assisted clients with property purchases and sales, including mortgage coordination, contracts, and negotiations.
• Guided first-time homebuyers through the lending and homebuying process.
• Utilized marketing strategies and relationship management to generate leads and repeat business.
• Assisted clients in navigating complex financial transactions, including mortgages, ensuring accuracy and compliance throughout the process.
• Worked closely with clients to facilitate appropriate loans, inspections, and credit reports, supporting smooth closings.
• General knowledge of consumer mortgage loans and loan documentation requirements.
• Guided first-time homebuyers through the purchasing and lending process with patience and clear communication.
• Developed and maintained strong client relationships, resulting in repeat business and referrals.
• Negotiated contracts and managed documentation to ensure accuracy and regulatory compliance.
• Advised clients on market conditions and property values to support informed financial decisions.
• Built trust and maintained strict confidentiality with sensitive borrower and client information.

See above

See Above

• Advised clients on loans, mortgages, and accounts while ensuring compliance with banking policies.
• Managed client portfolios, achieving high service standards through effective cross-selling of financial products.
• Built and maintained long-term client relationships, delivering personalized financial solutions that enhanced satisfaction and loyalty.
• Guided customers in achieving financial goals by recommending tailored loan, mortgage, and product options.
• Conducted comprehensive financial reviews to support informed decision-making and minimize risk exposure.
• Expanded client portfolio through strategic networking and referral generation, increasing branch revenue.
• Boosted cross-selling success by proactively identifying client needs and matching them with suitable financial products.
• Established new client relationships through thorough needs assessments and solution-based recommendations.
• Partnered with branch teams to consistently surpass sales and service performance targets.
• Delivered an exceptional customer experience, earning repeat business and strengthening the bank’s reputation.