Harsimar Singh

Financial Services Representative @Momentum Financial Services Group

Vancouver, BC, CA

Built and maintained strong relationships with a diverse client base by understanding financial needs, priorities, and risk tolerance, delivering tailored lending and financial solutions2. Reduced branch delinquencies by monitoring accounts, identifying early risk indicators, and following up with clients to support repayment success3. Conducted detailed reviews of client financial information, income documentation, and repayment capacity to support responsible lending decisions4. Delivered high-quality customer experiences while processing loan disbursements, EFTs, bill payments, and account updates with strong attention to accuracy and compliance