Parminder Singh

Mortgage Advisor @CIBC

Hamilton, ON, CA

Provide tailored mortgage and lending solutions to clients, ensuring alignment with their financial goals and CIBC policies. • Advise clients on mortgage options, pre-approvals, renewals, refinancing, and home equity solutions. • Analyze client financial profiles, credit reports, and documentation to assess eligibility and recommend suitable products. • Build and maintain strong client relationships through proactive follow-ups, exceptional service, and timely communication. • Collaborate with internal partners (branch staff, underwriters, credit adjudicators) to ensure smooth application processing. • Consistently meet or exceed sales targets and key performance indicators for mortgage origination and retention. • Stay current on market trends, interest rates, and regulatory changes to provide informed advice. • Ensure compliance with all regulatory requirements, CIBC policies, and privacy/confidentiality guidelines. • Utilize CRM and banking software to manage client interactions, track applications, and maintain accurate records.

Panjab University

Bachelor of Commerce - BCom

Panjab University

Bachelor of Commerce - BCom

Amity Business School Noida

Master of Business Administration - MBA