Amaan Khan
Mortgage Advisor
Summary
Talented mortgage advisor with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
7
7
years of professional experience
2
2
Languages
Work History
Mortgage Advisor
KSQUARE Real Estate LLC
07.2023 - Current
- Assisted clients in understanding the long-term implications of different mortgage options, empowering them to make informed financial decisions.
- Maintained detailed records of all client interactions and loan applications, ensuring easy retrieval for future reference or audit purposes.
- Negotiated favorable terms on behalf of clients with various lenders, securing optimal interest rates and loan conditions for their unique circumstances.
- Monitored pipelines to track and log status of loans.
- Educated first-time homebuyers about available financing options and guided them through each stage of the mortgage application process.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Developed and maintained relationships with customers, lenders and other third parties.
Mortgage Consultant
Urban Money
01.2023 - 05.2023
- Proficient in Mortgage products like home loan, Personal loan and Loan against Property
- Oversee the entire mortgage process including application, origination, underwriting and closing
- Taking outbound calls, Convince the clients, build prospects and converting the lead into business
- Attend meeting with the clients and explain to them the loan process, Interest rates and Closing dates
- Submit application of the client to the different banks and keep follow ups with the bank as well as the clients
- Setup meetings with the Developers, Brokers and Real estate professional and work together on the cases
- Provide professional and expert advice on products & services to customers and business leads to other units to ensure that business opportunities are realized.
Executive - Sales Customer Service Professional
Nykaa
09.2020 - 12.2022
- Built strong relationships with the field operations team to support business with sales development opportunities and improve service
- Provided excellent customer service by efficiently resolving issues and responding to inquiries
- Provided customers with updates and periodic statements on service developments and changes in trends
- Handled customer's interactions on chats, calls & emails
- Handled customer escalations on social media and consumer forums
- Overcame clients' objections/rejections to company products and convinced them
- Offers free products or services to pacify irate or unsatisfied customers
- Handling the chat team and maintaining daily reports
- End to End closure of purchase order inquiries
- Managing Disputes raised by the brand on the returns
- Verifying vendors' documents and uploading them to the system for accounting purposes.
Sales Executive (CS)
India bulls Consumer Finance Centre
06.2018 - 06.2020
- Hands on experience with multiple sales prospecting techniques like cold calling, emails and social outreach
- Be responsible for end-to-end management of sales, ensuring positive clients experience
- Upselling skills to create a new Product & service's
- Handling Customers in processing their personal loan applications
- Working on leads for personal loans & Insurance
- Resolved call queries customer problems & grievances
- Supporting new employees, training, and grooming to achieve their target
- Verifying Loan documents
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Resolved requests related to EMI, Bounce charges & technical assistance
- Resolved the queries at the first point of contact
- Handling the team members.
Customer Relationship Executive
The Times of India
06.2017 - 05.2018
- Meet and exceed sales targets
- Rapport building and establish long term relationships with customers
- Reported back to the instructor to receive day-to-day tasks and responsibilities
- Produced high-quality communications for internal and external use
- Answered and transferred incoming telephone calls, taking messages for various staff members
- Segregate data of different colleges, mailing principals to set up campaigns on their campus online & off-line
- Maintaining the reports.
Education
Bachelor of Mass Communication & Media Studies - B -
Mumbai University
03.2016 - 2017.05
HSC -
Mumbai University
04.2013 - 2014.05
SSC -
Pune University
03.2011 - 2012.05
Skills
Sales experience
Leads Target
Cold calling
Interaction with customer via Emails, Chats, Backend process
Customer oriented and customer Satisfaction
Conflict resolution and handling complaints
Real Estate Market Awareness
Adaptability and Flexibility
Customer service-focused
Mortgage Knowledge
Problem-solving abilities
Timeline
Mortgage Advisor
KSQUARE Real Estate LLC
07.2023 - Current
Mortgage Consultant
Urban Money
01.2023 - 05.2023
Executive - Sales Customer Service Professional
Nykaa
09.2020 - 12.2022
Sales Executive (CS)
India bulls Consumer Finance Centre
06.2018 - 06.2020
Customer Relationship Executive
The Times of India
06.2017 - 05.2018
Bachelor of Mass Communication & Media Studies - B -
Mumbai University
03.2016 - 2017.05
HSC -
Mumbai University
04.2013 - 2014.05
SSC -
Pune University
03.2011 - 2012.05
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