Krina Thummar
Client-focused financial services professional with experience in banking, lending, collections, sales, and customer relationship management
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About
Client-focused financial services professional with experience in banking, lending, collections, sales, and customer relationship management. Skilled in assessing client financial needs, providing suitable credit and financial solutions, managing sensitive customer accounts, and maintaining compliance in regulated environments. Proven ability to build trust, handle objections, negotiate repayment solutions, and deliver strong customer service in fast-paced financial settings.
Strong analytical mindset with a background in accounting and financial planning.
Experience
Financial Sales Representative - Easyfinancial Services - Mississauga, ON
(2025-10)
- Conduct client consultations to assess financial needs and recommend appropriate lending solutions.
- Evaluate financial documentation to determine eligibility, risk exposure, and repayment capacity.
- Build and maintain strong customer relationships through consultative and solution-based selling.
- Manage customer accounts using Salesforce CRM, ensuring accurate documentation and follow-ups.
- Collaborate with internal teams to ensure compliance with lending policies and regulatory requirements.
- Deliver consistent customer service while achieving sales and performance targets.
Collections Specialist (Temporary Assignment) - Easyfinancial Services - Mississauga, ON
(2026-03 - 2026-04)
- Managed delinquent accounts by contacting clients and negotiating repayment arrangements.
- Resolved escalated financial concerns with professionalism and empathy.
- Analyzed payment history and financial situations to recommend feasible repayment solutions.
- Maintained compliance with internal policies and regulatory standards during sensitive customer interactions.
Client Experience & Incident Response Associate - Blue Jays - Toronto, ON
(2024-03)
- Delivered high-quality customer service in a fast-paced, high-volume environment.
- Resolved client issues and handled escalations with professionalism and strong communication skills.
- Supported sales initiatives through product recommendations and upselling during customer interactions.
- Collaborated with team members to ensure smooth operations during large-scale events.
- Adapted quickly to changing priorities while maintaining service excellence.
Account Assistant - Surya Textiles Pvt. Ltd - India
(2022-01 - 2023-10)
- Conducted financial reconciliations and reviewed transactions for accuracy and compliance.
- Supported financial reporting and documentation for internal decision-making.
- Assisted in resolving discrepancies and improving reporting efficiency.
- Developed Excel-based reporting tools to streamline financial processes.
- Ensured adherence to internal controls and audit requirements.
Education
Post-Graduate in Accounting - Accounting And Finance - York University (2025-05)
Post-Graduate Certificate - Logistics And Supply Chain Management - Canadore College (2024-09)
Bachelors of Commerce - Major in Accounting - J.B. Dharukawala Mahila Arts and Commerce College (2022-06)


