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Anand Patel Email & Phone Number

Mortgage Agent at Guardian Mortgages
Location: Waterloo, Ontario, Canada 5 work roles 1 school
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Current company
Role
Mortgage Agent
Location
Waterloo, Ontario, Canada
Company size

Who is Anand Patel? Overview

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Quick answer

Anand Patel is listed as Mortgage Agent at Guardian Mortgages, a with 8 employees, based in Waterloo, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Anand Patel.

Anand Patel previously worked as Product Manager, Mortgage Products at Manulife Bank Of Canada and Relationship Manager, Business Banking at Bmo Financial Group. Anand Patel holds Honours Bachelor Of Business Administration, International Business Management from Conestoga College.

Company email context

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Guardian Mortgages

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Profile bio

About Anand Patel

Strategic Banker with the ability to dissect and evaluate initiatives using strong financial acumen. My experience in sales and product management brings an effective balance between being an optimist of outcome, and being calculative. Build relationships and ask the right questions, solutions will quickly follow.

Listed skills include Customer Service, Time Management, Data Entry, Research, and 11 others.

Current workplace

Anand Patel's current company

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Guardian Mortgages
Guardian Mortgages
Mortgage Agent
Waterloo, ON, CA
Employees
8
AeroLeads page
5 roles

Anand Patel work experience

A career timeline built from the work history available for this profile.

Product Manager, Mortgage Products

Waterloo, Ontario, Canada

Lead initiatives that maximize revenue and optimize cost efficiencies throughout the mortgage product life cycle. Analyze the market dynamics, and offerings to identify opportunities and propose portfolio pricing that ensures targeted risk-adjusted returns. Create business cases and comprehensive financial models to assess profitability of product development/ enhancement. Collaborate with cross functional teams and lead implementation of product initiatives.

Relationship Manager, Business Banking

Guelph, Ontario, Canada

Developed internal and external networks and referral sources to ensure ongoing growth of BMO's commercial lending business within assigned portfolioDeveloped and maintained long-term, profitable relationships and expanded BMO’s wallet share within assigned portfolioProvided technical expertise for proactive credit analysis, structuring, pricing, and overall transaction assessmentMade credit, pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures

Jan 2022 - Jul 2022

Mortgage Specialist, Advisor Sales

Waterloo, Ontario, Canada

Grew relationships with Manulife contracted Financial Advisors within designated region to create a pipeline of Mortgage referrals. Met with clients 1:1 to perform a needs analysis, and present unique and cost effective Mortgage solutions.Analyzed credit files to determine applicant strength and capacity to borrow, prior to submission of deal. Compiled Mortgage Applications and supporting documentation to submit and work with underwriting team for successful approval of files.

Jul 2021 - Jan 2022

Internal Business Development Manager, Advisor Sales

Waterloo, Ontario, Canada

Cultivated new relationships and educated prospects by actively meeting 1:1, and hosting group webinars with Manulife Bank contracted Financial Planners/ Insurance Brokers to demonstrate the value of integrated banking into their practice. Effectively planned sales strategies with a team and built strong referral pipeline to be on pace to achieve $100 million+ sales quota. Specialized in various different lending strategies:Insurance lendingMortgages/ HELOCsInvestment lending

Oct 2019 - Jul 2021
1 education record

Anand Patel education

FAQ

Frequently asked questions about Anand Patel

Quick answers generated from the profile data available on this page.

What company does Anand Patel work for?

Anand Patel works for Guardian Mortgages.

What is Anand Patel's role at Guardian Mortgages?

Anand Patel is listed as Mortgage Agent at Guardian Mortgages.

Where is Anand Patel based?

Anand Patel is based in Waterloo, Ontario, Canada while working with Guardian Mortgages.

What companies has Anand Patel worked for?

Anand Patel has worked for Guardian Mortgages, Manulife Bank Of Canada, and Bmo Financial Group.

How can I contact Anand Patel?

You can use AeroLeads to view verified contact signals for Anand Patel at Guardian Mortgages, including work email, phone, and LinkedIn data when available.

What schools did Anand Patel attend?

Anand Patel holds Honours Bachelor Of Business Administration, International Business Management from Conestoga College.

What skills is Anand Patel known for?

Anand Patel is listed with skills including Customer Service, Time Management, Data Entry, Research, Teamwork, Public Speaking, Event Planning, and Team Leadership.

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