Riddhi Patel Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Mississauga, Ontario, Canada

• Process pre-advance and servicing related mortgage transactions, such as providing instructions to solicitors, mortgage liquidation, adjustments to insurance premiums, changes to client information and mortgage payments as required (changes to name/address, banking information, payment frequency, payment amount, assumptions, title transfers, discharge statements) according to CIBC policies and procedures • Make necessary calculations on premiums and allocation of payment to mortgages and liaise with CIBC Collections to clear outstanding funds, collect all relevant fees, penalties and interest due. Responsible for preparing packages required due to post-approval amendments (PAA) pulling reports, manual calculations and ensuring that the right conditions are selected to make certain that the applicable documents are forwarded to the appropriate party.• Review exception reports on a daily, weekly, monthly basis to make necessary corrections as required and also ensure the information provided on the application matches information stored on the appropriate systems.• Prioritize and organize workload based on risk and documents required to ensure deadlines are met according to policies and procedures.• Updated Knowledge of Microsoft Suite & new mortgage policies, products, procedures & organizational changes.

Kitchener, Ontario, Canada

• Assisted customers, performed checking duties with an emphasis on providing friendly, courteous, customer service.• Feeding day-to-day Data in the system & creating reports with help of Microsoft Word, Excel & PowerPoint.• Properly handled products and equipment by food safety and safety guidelines to ensure a safe shopping environment.• Rotate stock on the sales floor and ensure products on the sales floor are clean and fresh

Gujarat, India

• Managed and organized client database and confidential information into the system.• Reviewed, analyzed, processed and reported on periodic expenditures.• Responded to customer inquiries, requests and concerns promptly, over the phone and in person, facilitated after-hour calls. Maintain records & worked in compliance with company policies. • Created and managed spreadsheets via basic Microsoft excel, Word functions to generate reports and lists.