Swara Shah
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Swara Shah Email & Phone Number

Senior Lending and Portfolio Services Specialist | Client Services Management | Commercial Lending at Peoples Group
Location: Concord, Ontario, Canada 7 work roles 4 schools
1 work email found @bmo.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email s****@bmo.com
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Current company
Peoples Group
Role
Senior Lending and Portfolio Services Specialist | Client Services Management | Commercial Lending
Location
Concord, Ontario, Canada
Company size
321 employees

Who is Swara Shah? Overview

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Quick answer

Swara Shah is listed as Senior Lending and Portfolio Services Specialist | Client Services Management | Commercial Lending at Peoples Group, a company with 321 employees, based in Concord, Ontario, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Swara Shah.

Swara Shah previously worked as Senior Lending and Portfolio Services Specialist at Peoples Group and Servicing Analyst at Bmo. Swara Shah holds Post Secondary, International/Global Studies from Centennial College.

Company email context

Email format at Peoples Group

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{first}.{last}@bmo.com
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AeroLeads found 1 current-domain work email signal for Swara Shah. Compare company email patterns before reaching out.

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Profile bio

About Swara Shah

Thanks for popping by my profile! As a Servicing Analyst at Bank of Montreal, I provide loan servicing and monitoring support for corporate and commercial lending portfolios within the agriculture, mid-market, and private banking segments of the bank. I deliver lending services as specified in the credit agreement and ensure compliance with policies, guidelines, and standards. I also liaise and build effective relationships with internal and external stakeholders to achieve business objectives.I have over three years of experience in client handling, banking operations, and administration, with a proven track record of high efficiency and low error ratio. I have a post-secondary degree in International/Global Studies from Centennial College and a postgraduate degree in Human Resources Management/Personnel Administration from Veer Narmad South Gujarat University. I am skilled in client services management, problem solving, and customer relationship management. I am passionate about building relationships, cultivating partnerships, and growing businesses.

Listed skills include Leadership, Professional Network, Human Resources, Business Networking, and 15 others.

Current workplace

Swara Shah's current company

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Peoples Group
Peoples Group
Senior Lending and Portfolio Services Specialist | Client Services Management | Commercial Lending
vancouver, british columbia, canada
Website
peoplesgroup.com
Employees
321
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Company profile
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7 roles

Swara Shah work experience

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

Senior Lending And Portfolio Services Specialist

Current
Peoples Group

Toronto, Ontario, Canada

Sep 2024 - Present

Servicing Analyst

Bmo
  • Handle multiple phases of workflow starting from PPSA searches, preparing and registering security documentation and processing transactions including loan advances/payments, solicitor transfers, billing for.
  • Deliver agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met
  • Liase and build effective relationships with internal and external stakeholders to deliver on business objectives
Oct 2022 - Sep 2024

Client Support Manager

Simplii Financial

Toronto, Ontario, Canada

  • Support Leader- Aid to the development of Personal Banking Representatives learning during their induction and on the job training program.
  • Respond to inquiries efficiently while empowering the employees with tools and knowledge to become autonomous
  • Respond to internal stakeholders and external clients by email, phone, correspondence and chat
  • Act on behalf of customers who have not been able to resolve their concerns with frontline representatives, taking full ownership and accountability to resolve their issues and avoid further escalations
  • Report escalations to and beyond the team, including training and coaching opportunities that result from escalations
May 2022 - Oct 2022

Personal Banking Represenatative

Simplii Financial
  • Actively promoting the sale of deposit accounts, investments, credit and loan products and services.
  • Fulfilling client expectations and financial needs while complying with established policies, practices and procedures
  • Actively listen to client needs and issues and suggest personal banking solutions aligning their financial goals
  • Opening new personal and non personal account such as Chequing, Savings, TFSA,RRSP and provide access to telephone banking and online banking services.
Nov 2020 - May 2022

Cashier

Walmart

Scarborough, Ontario, Canada

Aug 2019 - Dec 2020

Hr Head

Apsis Management

Surat Area, India

-Handled the recruitment process of the company including the interview and orientation processes. -Extensive usage of various job portals to find the suitable employee from the pool of candidates-Held responsibility of office administration

Feb 2018 - Dec 2018

Intern

Kooh Sports

Surat Area, India

-Interned on the company's project with Surat Municipal corporation- Surat Sports-2020. -Responsibilities included collecting and interpreting the data surveyed for the project.

Aug 2016 - May 2017
Team & coworkers

Colleagues at Peoples Group

Other employees you can reach at peoplesgroup.com. View company contacts for 321 employees →

DY Dorothy Yu Dorothy Yu Colleague at Peoples Group Vancouver, British Columbia, Canada, Canada View → AH Annalise Huynh Annalise Huynh Colleague at Peoples Group Toronto, Ontario, Canada, Canada View → PP Praba Pillai Pmp Csm Praba Pillai Pmp Csm Colleague at Peoples Group Calgary, Alberta, Canada, Canada View → BC Brian Cooper Brian Cooper Colleague at Peoples Group Greater Toronto Area, Canada, Canada View → KD Kush Duggal Kush Duggal Colleague at Peoples Group Greater Vancouver Metropolitan Area, Canada View → UA Utsav Adeshara Utsav Adeshara Colleague at Peoples Group Toronto, Ontario, Canada, Canada View → EA Eva Alicia Garcia M. Eva Alicia Garcia M. Colleague at Peoples Group Milton, Ontario, Canada, Canada View → TK Tina Kafer Tina Kafer Colleague at Peoples Group Grand Junction, Iowa, United States, United States View → JN John Nation John Nation Colleague at Peoples Group Vancouver, British Columbia, Canada, Canada View → NH Noman Hussain Noman Hussain Colleague at Peoples Group Shikarpur District, Sindh, Pakistan, Pakistan View →
4 education records

Swara Shah education

Education record

J.H. Ambani Saraswati Vidyamandir
FAQ

Frequently asked questions about Swara Shah

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

What company does Swara Shah work for?

Swara Shah works for Peoples Group.

What is Swara Shah's role at Peoples Group?

Swara Shah is listed as Senior Lending and Portfolio Services Specialist | Client Services Management | Commercial Lending at Peoples Group.

What is Swara Shah's email address?

AeroLeads has found 1 work email signal at @bmo.com for Swara Shah at Peoples Group.

Where is Swara Shah based?

Swara Shah is based in Concord, Ontario, Canada while working with Peoples Group.

What companies has Swara Shah worked for?

Swara Shah has worked for Peoples Group, Bmo, Simplii Financial, Walmart, and Apsis Management.

Who are Swara Shah's colleagues at Peoples Group?

Swara Shah's colleagues at Peoples Group include Dorothy Yu, Annalise Huynh, Praba Pillai Pmp Csm, Brian Cooper, and Kush Duggal.

How can I contact Swara Shah?

You can use AeroLeads to view verified contact signals for Swara Shah at Peoples Group, including work email, phone, and LinkedIn data when available.

What schools did Swara Shah attend?

Swara Shah holds Post Secondary, International/Global Studies from Centennial College.

What skills is Swara Shah known for?

Swara Shah is listed with skills including Leadership, Professional Network, Human Resources, Business Networking, Microsoft Powerpoint, Communication, Job Search Strategies, and Negotiation.

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