Sohail Buksh
Summary
Results-driven financial services professional with a strong focus on customer satisfaction and relationship building. 6+ years of experience in relationship management, lending, and sales. Proven success in acquiring and retaining clients, managing portfolios, and facilitating loan origination processes. Skilled in analyzing financial needs, providing customized solutions, and contributing to territory development objectives. Actively pursuing Business Intelligence certification to enhance data-driven decision-making capabilities and CRM/ERP integration skills. Passionate about fostering business growth and delivering exceptional customer experiences.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Member Consultant III
BECU
04.2023 - Current
- Provide financial guidance and solutions to over 100+ members monthly, increasing product penetration through relationship management.
- Conduct thorough consumer and business loan interviews, ensuring accurate documentation and loan origination.
- Support territory sales goals through community outreach, referral generation, and cross-functional collaboration.
- Ensure all members receive prompt, efficient, and courteous service; serve as an escalation point for complex issues.
- Leverage in-depth product knowledge to support member needs across business services, IRA, fiduciary accounts, and consumer lending.
- Accurately maintain member and account records; sign off on outbound/inbound loan documentation.
Relationship and Sales Officer
Fiji Development Bank
12.2018 - 01.2023
- Grew client base by developing and executing aggressive sales strategies and lead follow-up plans.
- Appraised, approved, and supervised loan applications while ensuring compliance and minimal delinquency.
- Delivered accurate and timely account supervision, mandatory reviews, and recovery strategies for underperforming loans.
- Maintained strong client relationships through proactive engagement and periodic financial reviews.
- Ensured security documentation was completed efficiently for rapid loan disbursement.
Credit Assessor Pacific
ANZ Pacific Operations
06.2017 - 12.2018
- Assessed credit eligibility and risk for personal and commercial loans across South Pacific territories.
- Utilized credit scoring systems and provided recommendations for procedural and policy enhancements.
- Maintained compliance with internal credit exposure guidelines and external regulations.
Internal Audit Officer
Vision Investments Limited
05.2016 - 05.2017
- Performed expense analysis, internal audits, and fraud investigations across multiple branches.
- Developed recommendations to improve budgeting and policy adherence.
Internal Audit Officer
Toyota Tshusho South Pacific Holdings LTD
09.2016 - 04.2017
- Audited operations across Fiji, Tonga, Samoa, and Vanuatu; reviewed expenses and fraud cases.
- Identified process improvements to meet budgeting goals and enhance operational integrity.
Education
Bachelor of Commerce - Accounting and Information Systems
University of the South Pacific
Suva12-2015
Business Intelligence - undefined
TripleTen
USA06-2024
Skills
- Customer Relationship Management
- Territory Development & Prospecting
- Financial Product Sales & Cross-Selling
- CRM & Pipeline Management (NetSuite Equivalent)
- Loan Origination & Documentation
- Regulatory Compliance & Risk Management
- Cold Calling, Networking & Community Outreach
Accomplishments
- Balanced performer in individual goals for 2024 at BECU
- Fully Balanced performer for Q2 2024 at BECU
- Fully Balanced performer for Q1, Q3, Q4 2025 at BECU
- Balanced performer for the entire year 2025
- Used Microsoft Excel to develop goals tracking spreadsheets
- Resource point for policies and procedures
Certification
- Nationwide Mortgage Licensing System, 2484646, 04/01/23
- Notary Public, Washington State Department of Licensing, 04/01/23
Languages
English
Full Professional
Hindi
Native or Bilingual
Urdu
Limited Working
Fiji
Limited Working
Interests
- Gym Workouts
- Team Sports
- Road Trips
- Hiking
Timeline
Member Consultant III
BECU
04.2023 - Current
Relationship and Sales Officer
Fiji Development Bank
12.2018 - 01.2023
Credit Assessor Pacific
ANZ Pacific Operations
06.2017 - 12.2018
Internal Audit Officer
Toyota Tshusho South Pacific Holdings LTD
09.2016 - 04.2017
Internal Audit Officer
Vision Investments Limited
05.2016 - 05.2017
Business Intelligence - undefined
TripleTen
Bachelor of Commerce - Accounting and Information Systems
University of the South Pacific