Chaitanya Joshi

Licensed Mortgage Agent (Level 1) with experience in mortgage origination, mortgage administration, banking, financial analysis, business development and consultative sales. Possesses a strong understanding of financial products, lending practices, compliance, and client service, supported by education in law, commerce and accounts. Proven expertise in managing mortgage files from application to funding, coordinating with lenders and industry partners, collecting and reviewing client documentation, maintaining CRM systems, and delivering exceptional client service.

Recognized for strong organizational skills, attention to detail, confidentiality, proactive communication, and the ability to achieve results in fast-paced, client-focused environments.

Sales Representative at Cydcor Canada (Amazon Business) (2026-04 – Present)

• Conduct door-to-door B2B sales and account acquisition for Amazon Business.
• Visit approximately 40 businesses daily to identify decision-makers and generate opportunities.
• Achieve a 10% conversion rate through consultative selling and relationship building.
• Opened 30 new business accounts during the first month of employment.
• Earned Beast Bonus recognition for exceptional first-month performance.
• Develop strong relationships with business owners across multiple industries.

Mortgage Agent at 8Twelve Mortgage Corporation (2025-07 – Present)

• Guide clients through mortgage qualification, product selection, and financing options.
• Review income, employment, credit, and property documentation to ensure complete and accurate mortgage applications.
• Manage residential and commercial mortgage files from initial inquiry through approval, funding, and post-closing follow-up.
• Use Finmo to manage leads, mortgage pipeline, document collection, and follow-up.
• Managed the end-to-end mortgage process, from initial client consultation to funding and post-closing support.
• Built and maintained strong relationships with clients, lenders, realtors, lawyers, and other industry partners to facilitate timely approvals, closings and referrals.
• Create educational mortgage content for social media and client engagement.
• Maintain exceptional client communication from inquiry to funding.

Business Development Partner at Antar Immigration (2023-12 – 2026-03)

• Generated qualified leads through networking, content creation, and digital marketing.
• Developed B2B partnerships and maintained relationships with professional referral sources.
• Managed HubSpot CRM pipeline, sales follow-ups, appointments, follow-ups and client communication.
• Converted prospects into clients through consultative sales and relationship management.
• Prepared documentation while ensuring accuracy and compliance.

Financial Analyst at CAPREIT (2022-10 – 2023-11)

• Improved reporting, analyzed business performance, collaborated across departments, and streamlined operational processes.

Financial Service Officer at ICICI Bank (2020-04 – 2022-09)

• Processed financial applications, maintained client records, achieved sales targets, and delivered outstanding banking customer service.

Earlier Experience at Multiple Organizations (2014-04 – 2020-03)

Gained diverse experience across asset resolution and accounting services (CCC Asset Resolution), event management through a joint venture with Snapdeal, and automotive sales.

• Managed client relationships, financial documentation, account coordination, event operations, and business development activities.
• Delivered consultative automotive sales, provided financing guidance, managed customer relationships, and developed repeat and referral business through exceptional service.
• Developed strong communication, negotiation, organizational, and client management skills in fast-paced, customer-focused environments.

MBA in Finance and Marketing

LL.B. in Business Law

Chartered Accountant in Accounting

Bachelor of Commerce in Commerce