Raj Patel
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Raj Patel Email & Phone Number

Financial Services Representative | Business-Accounting Major I easyfinancial at easyfinancial Services
Location: Cobourg, Ontario, Canada 5 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Services Representative | Business-Accounting Major I easyfinancial
Location
Cobourg, Ontario, Canada
Company size

Who is Raj Patel? Overview

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Quick answer

Raj Patel is listed as Financial Services Representative | Business-Accounting Major I easyfinancial at easyfinancial Services, a with 670 employees, based in Cobourg, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Raj Patel.

Raj Patel previously worked as Financial Services Representative at Easyfinancial Services and Technician at Bell. Raj Patel holds Diploma Of Education, Accounting, Distinction from Canadore College.

Company email context

Email format at easyfinancial Services

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easyfinancial Services

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Profile bio

About Raj Patel

A reliable individual with vast experience in the Accounting &technology industry. Possesses a strong understanding of computer hardware and software and a commitment to providing excellent customer service.Detail-oriented professional with proven knowledge of inspections, safety assessments, and repair actions. Aiming to leverage my skills to successfully fill the role on your team. Highly motivated and detail-oriented professional with expertise in data analysis, project management, and process improvement. Adapt to troubleshooting and resolving complex issues. Skilled in developing and implementing innovative strategies to reduce costs and increase efficiency.Professional with strong leadership and intrinsically motivated. Proven expertise and proficiency in Microsoft Office applications such as Excel, Word, PowerPoint, and Outlook.Vast Experience in customer-facing role environments where continuous changes need to be adapted. Managed position for a technician in the telecommunication field to better enhance skills in my role. Excellent financial forecasting and budget development expertise that can help an organization manage a strong and healthy financial status.

Current workplace

Raj Patel's current company

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easyfinancial Services
Easyfinancial Services
Financial Services Representative | Business-Accounting Major I easyfinancial
mississauga, ontario, canada
Employees
670
AeroLeads page
5 roles

Raj Patel work experience

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

Financial Services Representative

Current

Cobourg, Ontario, Canada

Evaluating loan applicant's financial status, references, credit.Completing certified Loan Documents.Reviewing Credit Application with Branch manager And get it approved by the Credit Team.Managing collection activities & building a Personalized solution as per customer needs.Promoting the sales of value added products to build superior customer experience

Sep 2023 - Present

Technician

Oshawa, Ontario, Canada

. Performed equipment diagnostics to recommend corrective actions for operational problems. . Perform various splicing and cabling work with fiber optic cables.. Verified product performance in line with defined criteria.. Met with homeowners to complete final measures, order products and schedule installations.. Communicated with customers and sales representatives to determine service and scheduling needs.. Billed customers for repair work to collect payment.. A versatile team player with excellent interpersonal and communication skills. Strong decision-maker with logical and structured thinking

Jun 2022 - Oct 2023

Supervisor

Ajax, Ontario, Canada

. Serving customers and making specific work-related schedules. Implementing ways to develop customer service by evaluating customer reviews. Ensuring service meets quality control standards. Ensuring proper maintenance and equipment cleaning . Training staff in job duties and procedures

May 2021 - Jun 2022

Food Service Worker

Ajax, Ontario, Canada

Sep 2019 - Apr 2021

Staf Accountant

India

Assist the Accounting Manager with preparing, analyzing, and verifying different financial statements, accounting records, and reports to ensure compliance and accuracy Conduct financial forecasting to advise and guide leadership members on developing financial strategies Developed a financial budget that reduced costs by 20% without compromising organizational efficiencies• Process invoices for customers to ensure they pay bills on time & help with tax filings during tax season• Completed various components of financial forecasting in collaboration with other members of the accounting team. Assisted the accounting team with organizational and clerical tasks.

Apr 2018 - May 2019
Team & coworkers

Colleagues at easyfinancial Services

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2 education records

Raj Patel education

High School Diploma, Business/Commerce, General, Distinction

Activities and Societies: Head Boy for school for 2018-2019.

FAQ

Frequently asked questions about Raj Patel

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

What company does Raj Patel work for?

Raj Patel works for easyfinancial Services.

What is Raj Patel's role at easyfinancial Services?

Raj Patel is listed as Financial Services Representative | Business-Accounting Major I easyfinancial at easyfinancial Services.

Where is Raj Patel based?

Raj Patel is based in Cobourg, Ontario, Canada while working with easyfinancial Services.

What companies has Raj Patel worked for?

Raj Patel has worked for Easyfinancial Services, Bell, Subway, and Asha Accounting Solutions.

Who are Raj Patel's colleagues at easyfinancial Services?

Raj Patel's colleagues at easyfinancial Services include Nikhil Peri, Niharika Niharika, Jay Em Molina, Shivani Patel, and Jordan Brown.

How can I contact Raj Patel?

You can use AeroLeads to view verified contact signals for Raj Patel at easyfinancial Services, including work email, phone, and LinkedIn data when available.

What schools did Raj Patel attend?

Raj Patel holds Diploma Of Education, Accounting, Distinction from Canadore College.

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