Gurpreet Kaur Email and Phone Number
More than 10 years of professional experience in banking operations in BFSI Sector (Banking, Financial Services, and Insurance). Highly dependable and flexible, I am a detailed oriented team player who develops and maintains strong positive rapport with clients and staff. I am renowned by my peers and senior management for my creative thinking, time management, problem solving and organizational skills.Work HistoryWiseCap Equipment Financing Customer Service| Coordination | Audit Specialist |January 2023-April 2023• Perform advance level of verification to ensure credit guidelines are achieved.• Closely inspect the loan and lease package documents for fraudulent or questionable documentation.• Execute core financial processes, including vendor set up and payment and operational expenses, administration of bank account and account reconciliation. • Liaising with client, financial and insurance companies to discuss and resolve any audit issues as they arise.• Conducting inquiry and investigation to validate employment, income, and insurance.• Communicating with dealership, credit and sales representative, third party verification and coordinating with vendor to resolve missing documents required for funding.• Assuring the timely processing of contracts, documents and credit verification pending loan and lease.Genpact India Assistant Manager | March 2007 – January 2018• Managed end to end operational ownership of the process and contact client for any operational communication• Coordinated with management and client to ensure smooth execution of operations• Worked on ad-hoc team and process related projects. Identified and implemented best practices to further augment process operations• Took initiative for process development and contributed to the ad-hoc project requested by client• Assisted team managers to ensure that the process service level agreement agreed with the client are followed consistently• Coordination with the banking partners • Drove process improvement and simplification initiatives to streamline processes• Assist customers in all aspects to provide world class customer service• Coordinated with tax & legal teams on Know Your Customer (KYC) documentation• Handled customer issues/questions related to process in a professional and positive mannerCITI Bank NA GNIIT Trainee | March 2005-March 2006• Worked in international trade and cash operations for various products like, letter of credit, issuing bank guarantees, goods releasing waiver, wire transfer, inward remittances, and outward remittances.
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Financial Services RepresentativeCibc Oct 2023 - PresentBolton, Ontario, Canada -
Coordination And AuditWisecap Equipment Financing Jan 2023 - May 2023Ontario, Canada -
Assistant ManagerGenpact India Mar 2007 - Jan 2018Delhi, India
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Internship TraineeCiti India Mar 2005 - Feb 2006IndiaTrade and Cash Operations
Gurpreet Kaur Education Details
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Master Of Business Administration - Mba -
American Banking AssociationBanking -
Business/Commerce, General -
Computer Programming -
Canadian Securitites InstituteIfc
Frequently Asked Questions about Gurpreet Kaur
What company does Gurpreet Kaur work for?
Gurpreet Kaur works for Cibc
What is Gurpreet Kaur's role at the current company?
Gurpreet Kaur's current role is FSR at CIBC l IFC Certified l Audit specialist l Banking and Treasury Operations l Commercial Loan Services| Ex WiseCap Employee| Ex Genpact Employee.
What schools did Gurpreet Kaur attend?
Gurpreet Kaur attended Sikkim Manipal University - Distance Education, American Banking Association, Delhi University, Niit Institute, Canadian Securitites Institute.
Who are Gurpreet Kaur's colleagues?
Gurpreet Kaur's colleagues are Scott Welch, David Alessio, Pallavi Gandhi, Ted Power, Rahim Dhanani, Randy Fagan, Aneesha Teeroovengadum.
Not the Gurpreet Kaur you were looking for?
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Gurpreet Kaur
Stoney Creek, On2gmail.com, extentia.com -
Gurpreet Kaur
Manager - Strategic Initiatives And Analytics @ Bmo | Ex-Scotiabank | Ex-AmexToronto, On -
Gurpreet Kaur
Data Engg, Management & Governance Specialist | Conversational Ai, Agile MethodologiesGreater Toronto Area, Canada -
GURPREET KAUR
Toronto, On
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