Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

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

Certification

SAP FICO

Interests

YOGA, CRICKET, FOOTBALL,TRAVELLING

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 -
Munal PatelHome Loan Sales Executive