YOGA, CRICKET, FOOTBALL,TRAVELLING
Munal Patel
Home Loan Sales Executive
Pune
Summary
Dynamic Mortgage Loan Officer with a proven track record at SBI SECURITIES, excelling in loan origination and relationship management. Enhanced client retention through exceptional service and streamlined processes, resulting in increased loan closings. Adept at decision-making and fostering collaboration, driving operational efficiency and business growth.
Overview
2
2
years of professional experience
1
1
Certification
4
4
Languages
Work History
Mortgage Loan Officer
SBI SECURITIES
01.2025 - Current
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Developed and implemented marketing campaigns to generate new business opportunities.
JUNIOR RELATIONSHIP OFFICER
Quess Corp
03.2024 - 01.2025
- Established effective relationships with key stakeholders both internally and externally for increased collaboration opportunities.
- Mentored junior staff members, helping them develop their skills and advance in their careers.
- Improved department efficiency by streamlining and implementing policies and processes.
- Implemented process improvements that streamlined workflows, reducing redundancies and increasing operational efficiency.
Education
M.COM - Financial Analysis
D.Y. PATIL ACS COLLEGE
PUNE 04.2001 -
B.COM - Banking And Finance
D.Y. PATIL ACS COLLEGE
PUNE 04.2001 -
Skills
Goal oriented
Decision-making
Sales development
Document review
Relationship management
Document analysis
Relationship selling
Loan origination
Loan application management
Application tracking
Pre-approval process
Loan product sales
Teamwork
Loan servicing
Time management
Customer relations
Excellent communication
Certification
SAP FICO
Interests
Timeline
Mortgage Loan Officer
SBI SECURITIES
01.2025 - Current
JUNIOR RELATIONSHIP OFFICER
Quess Corp
03.2024 - 01.2025
M.COM - Financial Analysis
D.Y. PATIL ACS COLLEGE
04.2001 -
B.COM - Banking And Finance
D.Y. PATIL ACS COLLEGE
04.2001 -