Gurpreet Shergill
Lending Specialist
Hire this person
Send a job offer directly to this candidate
About
Client-focused operations and service professional with experience in lending support, customer communications, documentation, database use, billing, collections, team coordination, and process compliance. Skilled at managing customer inquiries, following up on outstanding requirements, maintaining accurate records, and collaborating across departments to support timely service. Brings transferable administrative and relationship-management skills to an insurance operations and distribution-support role.
Experience
Lending Specialist - Fairstone - Mississauga, ON
(2022-11)
- Guide customers through lending processes by gathering information, explaining requirements, and coordinating next steps.
- Respond to customer inquiries and follow up on outstanding documentation and funding conditions to support timely processing.
- Coordinate with solicitors regarding mortgage advances and closings, maintaining clear communication between parties.
- Review funding requests and account information while following established procedures and documentation requirements.
- Discuss overdue accounts professionally and negotiate payment arrangements while maintaining customer relationships.
- Work toward service, collection, and performance targets while managing multiple requests and priorities.
Team Leader - Bureau Veritas - Mississauga, ON
(2015-05 - 2021-05)
- Supervised and supported a team of 15 employees, coordinating daily work and monitoring departmental KPIs.
- Trained and mentored team members on procedures, documentation standards, and consistent service delivery.
- Maintained accurate records, prepared and updated standard operating procedures, and supported quality and regulatory compliance.
- Collaborated with Customer Service, Sales, Quality, and Laboratory teams to resolve operational issues and coordinate workflow.
- Supported departmental administration, recordkeeping, and health and safety meetings.
Customer Service Representative - The Dry Cleaner - Brampton, ON
(2014-05 - 2015-01)
- Handled customer questions and service requests, providing clear information and courteous support.
- Processed billing and payments, communicated service details, and helped resolve customer concerns.
- Supported daily business operations and maintained positive customer relationships.
Education
Business Administration Diploma - BITTS
Biotechnology Technician - Industrial Microbiology - Centennial College