Devika Persaud Email & Phone Number

• Created and maintained strong relationships with clients, real estate agents, lawyers and accounting professionals in order to create client retention and referral opportunities. • Responsible for ensuring that clients, brokers, lawyers, solicitors and funding representatives were informed both in writing and verbally on the status and process of the mortgage applications. • Ensured that any inconsistencies within the application process and relevant documentation was communicated to… Show more • Created and maintained strong relationships with clients, real estate agents, lawyers and accounting professionals in order to create client retention and referral opportunities. • Responsible for ensuring that clients, brokers, lawyers, solicitors and funding representatives were informed both in writing and verbally on the status and process of the mortgage applications. • Ensured that any inconsistencies within the application process and relevant documentation was communicated to the appropriate parties involved in order to maximize turnaround times.• Generated tracking reports in order to determine the status, as well as manage mortgage deals in progress. • Ensured that all mortgage documentation and administration initially and after the closing of a deal was completed accurately and in compliance with lending policies and regulations.• Kept informed on mortgage services and changes in policies and procedures in compliance to the Financial Services Commission of Ontario.• Responsible for taking accurate notes and formulating open ended questions during and for client interviews. • Responded to client inquiries received in person, by e-mail and or telephone in a timely and orderly fashion. Show less

• Tasks included organizing and filing business documents by date and priority, as well as sending e-mails to current and potential customers.• Comprehensive understanding of filling out Government documents, specifically for the Canadian Food Inspection Agency and the Canada Border Services Agency.• Assisted in the process of filling out invoices that indicated the order and the quantity, as well as ensuring that customers received them within a timely and orderly fashion… Show more • Tasks included organizing and filing business documents by date and priority, as well as sending e-mails to current and potential customers.• Comprehensive understanding of filling out Government documents, specifically for the Canadian Food Inspection Agency and the Canada Border Services Agency.• Assisted in the process of filling out invoices that indicated the order and the quantity, as well as ensuring that customers received them within a timely and orderly fashion. • Knowledgeable in filling out bank deposit slips and ensuring that all transactions are made.• Assisted in replying to customer inquiries in a timely order and redirecting them if further assistance is required to the appropriate third parties.• Responsible for conducting inbound and outbound calls.• Knowledgeable in creating spreadsheets on Microsoft Excel and presentations on Microsoft Word and PowerPoint in order to educate new customers and update existing ones on changes to products. Show less