Rami Naser
Loan Advisor @Spring Financial
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WORK HISTORY
Loan Advisor @Spring Financial
Vancouver, BC, CA
Qualify and guide clients through loan applications, funding 1–2 loans daily by ensuring accurate documentation and strong client qualification.• Manage a daily pipeline of 100–150 outbound calls, converting leads through consultative financial assessments.• Achieve 110%–120% of monthly sales targets by offering tailored lending solutions aligned with client goals.• Build long-term relationships by providing proactive follow-up, ensuring over 90% client satisfaction and repeat business.• Collaborate with cross-functional teams to streamline onboarding processes, improving efficiency and reducing approval times.
EDUCATION
University of Jordan
Bachelor of Business Information Systems
University Canada West
Master of Business Administration - MBA, Business Administration and Management, General
ABOUT RAMI NASER
My journey in financial services has been driven by a strong focus on results, client relationships, and delivering real value. With over 10 years of experience across banking, insurance, and lending in the Middle East and Canada, I’ve built a track record of combining personalized service with consistent performance.Currently, I work as a Loan Advisor, managing a high-volume pipeline, qualifying clients, and guiding them through the full approval process. I consistently fund 1–2 loans per day while maintaining high submission quality and client satisfaction.In previous roles, I have:• Achieved 110%–120% of monthly sales targets in insurance environments• Managed 100–120 client interactions daily, converting leads into closed deals• Closed 2–4 insurance policies per day through consultative selling• Managed a client portfolio of approximately $50M in banking, driving retention and growth• Delivered consistent quarterly results across lending, accounts, and credit productsThroughout my career, I’ve focused on building long-term relationships, understanding client needs, and delivering tailored financial solutions that create trust and long-term value.I hold an MBA from the University of Canada West and the Canadian Securities Course (CSC), and I’m always open to opportunities and connections within banking, lending, and financial services
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