Rohan Parikh

Results-driven lending and financial-services professional with 5+ years of progressive experience in consumer, secured and mortgage-related lending, credit assessment, sales, portfolio management and branch leadership. Originated and booked approximately $3.7M in lending volume in 2025 while managing and servicing a loan portfolio of approximately $17M. Experienced in 2nd and 3rd mortgage opportunities, borrower financial analysis, credit bureau review, collateral and title-related documentation, risk assessment, collections, relationship development, cold calling, phone-based lending and needs-based sales.

Known for balancing revenue growth, customer experience, credit quality and responsible lending.

Assistant Branch Manager / Lending Specialist - FAIRSTONE BANK OF CANADA - Calgary / Airdrie, AB

(2022-06)

• Originated and booked approximately $3.7M in lending volume during 2025 while balancing sales performance, credit quality, customer needs and responsible lending practices.
• Manage and service a loan portfolio of approximately $17M, monitoring performance, delinquency, risk indicators and opportunities for additional lending.
• Analyze borrower income, credit history, existing obligations, references and repayment capacity to structure appropriate financing solutions.
• Promote and structure consumer, secured and real-estate lending solutions, including 2nd and 3rd mortgage opportunities.
• Review credit bureau reports, liens, titles and writs; identify risk factors, documentation gaps and collateral considerations using sound credit judgment.
• Experienced with consumer lending products carrying rates up to 34.99% APR, with strong attention to affordability, suitability, risk and policy requirements.
• Build customer relationships through needs discovery, proactive follow-up, tailored solutions, negotiation, issue resolution and referrals.
• Conduct outbound outreach, cold calling and phone-based lending conversations; handle objections and close lending opportunities over the phone.
• Present and cross-sell Life, Disability and Unemployment insurance and FIMC Home & Auto Services based on customer needs and eligibility.
• Manage delinquent accounts and collection activity, including customer and reference/employment outreach, in accordance with policy and applicable requirements.
• Lead day-to-day branch activities, including reporting, workflow coordination, coaching/support, customer escalations and sales/service objectives.

Financial Services Representative - EASY FINANCIAL - Alberta

(2021-03 - 2022-05)

• Interviewed applicants for personal and mortgage loans and evaluated financial position, credit history, references and repayment capacity.
• Prepared complete credit and loan documentation and submitted applications with recommendations in accordance with lending processes.
• Promoted lending and value-added products using needs-based discovery, product education and customer-focused sales techniques.
• Supported delinquency management, credit-file maintenance and collection escalation while maintaining professional customer communication.

Sales Representative - WOW MOBILE BOUTIQUE - Alberta

(2019-01 - 2021-01)

• Generated sales by identifying customer needs, presenting products and services, overcoming objections and closing transactions.
• Built repeat-customer relationships through product knowledge, service, follow-up and consultative selling.

Sales Associate - THE SOURCE - Alberta

(2016-01 - 2018-12)

• Delivered consultative sales and customer service in a target-driven retail environment.
• Recommended products and solutions based on customer requirements and handled objections to close sales.

Sales Associate - STAPLES CANADA - Alberta

(2016-01 - 2016-12)

• Provided customer-focused sales support, product recommendations and service in a high-volume retail environment.

Information Technology Professional - Information Technology - Lambton College (2009-01 - 2013-01)

Bachelor of Business Administration - Business Administration - Sardar Vallabh Bhai Patel University