Zaveri
Credit Counselor @CIBC
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WORK HISTORY
Credit Counselor @CIBC
Toronto, ON, CA
Conduct in-depth financial assessments for personal and business clients, analyzing income, liabilities, credit history, and debt ratios.• Recommend customized repayment strategies and credit restructuring solutions aligned with long-term financial goals.• Collaborate with credit and lending teams to prepare internal documentation and structure client-centric financial solutions.• Educate clients on debt management, financial planning, and relevant banking or credit products.• Maintain full compliance with regulatory standards while resolving client inquiries and handling sensitive financial information.
EDUCATION
Seneca College
Bachelor's degree
ABOUT ZAVERI
I’m a finance and client-focused professional with hands-on experience in banking, lending, real estate investing, and high-net-worth client management. With a solid foundation from CIBC and my prior experience assisting a real estate investment management firm, I’ve developed strong financial analysis and client advisory skills that I aim to apply in analyst roles across the finance or real estate sectors.Highlights:• Experience analyzing credit files and recommending debt management strategies for clients across varying financial profiles• Assisted in commercial and residential real estate acquisitions through market research, deal preparation, and high-net-worth investor relations.• Built strong relationships with investors by providing tailored insights, transparent communication, and ongoing support throughout the capital raise & investment process.• Comfortable using Excel, CRM tools, and basic financial models for valuations and reportingI’m currently pursuing the Canadian Securities Course and planning to sit for CFA Level 1. Open to opportunities where I can bring analytical thinking, client-centric focus, and business insight together.Apart from work, I enjoy playing Tennis and watching F1
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