Kunal Gupta
Financial service representative with extensive experience in financial analysis and client engagement at goeasy
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About
Financial service representative with extensive experience in financial analysis and client engagement at goeasy. Demonstrated success in risk assessment and compliance, building strong client relationships that enhance business outcomes. Committed to delivering personalized financial solutions while achieving high levels of client satisfaction through effective communication.
Experience
Financial Service Representative - Goeasy
(2021-10)
- Analyzed client financial situations to recommend suitable loan products and services.
- Provided expert financial advice on loan options and repayment plans.
- Developed client relationships through personalized communication.
- Managed customer accounts to ensure timely payments and resolve disputes.
- Identified past due accounts and arranged payment plans.
- Created repayment plans based on clients' financial status and abilities.
- Collaborated with team members to streamline operations and enhance efficiency.
- Utilized Salesforce CRM and WealthView to track interactions and update loan statuses.
Account Assistant - Dhiren Kothari and Company
(2016-01 - 2019-01)
- Processed invoices and managed payment schedules for vendor accounts.
- Maintained accurate financial records using accounting software systems.
- Assisted in preparing monthly financial reports for management review.
- Supported audits by organizing documentation and reconciling discrepancies.
- Assisted in accounts receivable, payable and general ledger activities.
Education
Post Graduate Certificate - Global Business Management - Fleming College Peterborough, ON
Master's Degree - Finance and Accounting - University of Mumbai Mumbai
Bachelor's Degree - Finance & Accounting - University of Mumbai Mumbai
