Anmol Bansal
Lead Operations Officer Ii @TD
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WORK HISTORY
Lead Operations Officer Ii @TD
Mississauga, ON, CA
o Processing client’s transactions accurately as per established procedures, internal guidelines, and service level agreements (SLAs) set by the bank.o Activating and programming credit products such as HELOCs, mortgages, bridge loans and net banking services.o Promoting bank’s various deposit, investment, credit and loan products & services based on client’s needs & bank’s policies.o Analyzing and verifying financial information from loan applicants, which include credit history, repayment capacity to support credit assessments, documentation and funding.o Preparing SLA reports, assumption statements, and referring discharge statements requests to concerned department for resolution action when required.o Maintaining accurate and up-to-date credit and client records in accordance with funding and documentation requirements.o Responsible for joint custody of drafts in compliance with operational controls and security procedures.o Reviewing and finalizing required loan documentation in compliance with regulatory requirements and internal quality control standards of the bank.o Handing over mortgage, bridge loan and line of credit applications to credit adjudication with recommendations for approval or decline, in accordance with established credit centre adjudication and exception policies.o Guiding and helping partners and clients by identifying suitable financial product solutions to support objectives such as business growth, credit management, investments and other financial needs.
EDUCATION
A.S.Modern Sr. Sec. School, khanna
+2 commerce, Business/Commerce, General
Panjab University, Chandigarh
Bachelor of Commerce (B.Com.), Business/Commerce, General
St. Lawrence College
Post Graduate certificate in supply chain management , Logistics, Materials, and Supply Chain Management
Algonquin College of Applied Arts and Technology
Post Graduate certificate in IBM, International Business
SKILLS
ABOUT ANMOL BANSAL
Experienced Banking operations and Service Manager with a demonstrated history of working in the banking industry. Skilled in Research, time management, sales, teamwork, digital banking, transaction processing, cash and credit management, fraud detection, monitoring and report checking and providing friendly and professional financial advice to tackle all queries and providing suitable solution to clients.
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