Liza Patel Financial Services Professional

WORK HISTORY

EDUCATION

ABOUT LIZA PATEL FINANCIAL SERVICES PROFESSIONAL

Hi, I\'m Liza Patel – a Business Finance graduate based in Kitchener, Ontario, actively building my career in banking, insurance, and financial advisory. With hands-on experience in loan processing, client communication, and digital customer service, I help individuals and families make informed financial decisions with confidence and clarity.What I bring to the table:→ Financial Documentation & Compliance – Detail-driven loan processing ensuring regulatory compliance and accuracy.→ Client-Centric Approach – Understanding client needs and building trust through transparent communication and tailored solutions.→ Digital & Retail Financial Tools – Proficient with CRM systems, online banking platforms, and digital service channels.→ Sales & Advisory Readiness – Progressing through LLQP licensing (Ethics & Accident & Sickness completed) with focus on ethical practices.→ Multicultural Communication – Fluent in English with French skills in progress, serving diverse communities.Professional Highlights:→ Processed 10+ monthly loan applications at Mahindra & Mahindra Finance, reducing errors by 15% and accelerating approvals by 10%.→ Delivered digital customer service at Walmart Canada managing 150+ daily orders, earning multiple \"Most Surveyed Associate\" awards.→ Coached professionals to optimize LinkedIn profiles, boosting recruiter engagement by 35%.I\'m passionate about helping clients achieve their financial goals while contributing to business growth. Let\'s connect if you\'re looking for a committed financial services professional who blends accuracy, client care, and business a••••••••@gmail.com