
Mohpreet Kaur
Personal Assistant to Business Analyst

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About me
Detail-Oriented Professional | Experienced in Financial Services & Data Analytics
Education

St. Joseph's Convent School
2017 - 2019High School Non-Medical 94%
St. Paul's High School
2010 - 2017Middle School 94%
Georgian College
2020 - 2021Computer Science Computer Programming 96.37%
Experience

Confidential
Jul 2020 - Dec 2020Personal Assistant to Business Analyst• Reviewing the business requirements documents for potential errors.• Analyzing client requirements to document solutions. • Creating Gantt Chart, Process Flows, User Stories, Use Cases, RTMs and DLRs.• Creating presentations, data dictionaries, and System Impact Assessment documents.• Analyzing FINTRAC regulations to comply with them.

JoeyCo
Sept 2020 - Oct 2020Mail Sorter• Unload all curbside vehicles.• Scanning/ Cubing/ Reweighing. • Sorting numbered packages onto skids to be shipped out.• Maintaining the list of missing/invalid packages to be sent for manual routing.

Career Connections, Inc.
Oct 2020 - Jun 2021Package Handler• Scanning the parcels using Avery guns and putting labels. • Leading the team in the absence of the Sort Supervisor and giving instructions to teammates.• Reporting to the supervisor about any problems or issues on the ground.• Sorting the invalid packages according to location and client.• Creating excel sheets for the problematic packages using RF scanner.• Maintaining the workplace clean and tidy at all times.

Drake International
Dec 2020 - Dec 2020Material Handler• Unloading the cargo containers onto the line and scanning.• Sorting packages based on business and residential addresses.• Wrapping the skids to be sent out and using pump truck to move them to the desired area.• Sorting numbered packages onto skids to be shipped out.

Georgian College
Dec 2020 - Dec 2021Peer Mentor▪ Regularly meeting with assigned mentees, answering their questions and directing them to the correct resources▪ Streamlining the program processes and representing the team at different events which led to increase in program enrollment by nearly 170%.▪ Working with the team to find solutions to complex problems/unanswered questions.▪ Maintaining confidentiality and privacy of mentees and secured their personal information.

Cell N Computer
Apr 2021 - Dec 2021Customer Service Representative▪ Communicating with the customers and negotiating the cost and timelines.▪ Documenting the record of products dropped in for repair, making sure the forms are filled and signed properly.• Cash management and working on the POS System.• Answering phone calls, emails and following up on repaired items.• Preparing orders for curbside pickup.
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York Region (The Regional Municipality of York)
Sept 2021 - Dec 2021Data & Analytics Technician▪ Successfully reworked and launched the Region's Hospital Performance Dashboard providing the user 70% more information expanding from 4 Sheets to around 9 interlinked sheets.▪ Increased the report interactivity and organized the data in a more logical order. ▪ Set up the report for automatic refreshes for timely and efficient updates.

Easyfinancial Services
Aug 2022 - now• Interview applicants for personal loans.• Promoting the sale of loan products and loan insurance.• Assisting clients by providing personal loans to address financial objectives such as bill payments, living expenses and debt consolidation.• Researching and evaluating loan applicant's financial status, references, creditand ability to repay the loan based on their debt-to-income ratio.• Completing and Submitting credit and loan applications to verifications department withrecommendations for approval. Show less • Managing the Loan Applications started online and assigning them to the Agents.• Monitoring Sales Email, Text and Fax Inboxes for client requests, documents and inquiries• Clearing the Branch loans from the Company's Cumulative(Error Log) Report by providing appropriate documentation or fixing the discrepancies.• Setting up the outbound dial lists to call potential clients• Sending mass text messages for offers and promotions• Analyzing the work done on applications and reporting the Leadership with potential compliance issues Show less
Senior Financial Sales Representative
Jun 2023 - nowFinancial Sales Representative
Mar 2022 - May 2023Sales Administrator - Pilot Program
Aug 2022 - Mar 2023
Licenses & Certifications

MS Office Suite Certiification
EZone ComputersOct 2019
IELTS General Training
Cambridge Assessment EnglishJan 2024
Livingworks Start
LivingWorksFeb 2021
Certified Mortgage Agent - Ontario
Real Estate and Mortgage Institute of Canada Inc.Oct 2022
Safer Spaces
Safer SpacesJan 2021
CPR/AED/First Aid
Canadian Red CrossJul 2020
Honors & Awards
- Awarded to Mohpreet KaurThe Trailblazer Award Easy Financial Dec 2023 Awarded for notable contributions to Technology and Innovation at National Sales Centre - Easy Financial
- Awarded to Mohpreet KaurBoard of Governor's Medal Award -
- Awarded to Mohpreet KaurDean's List -
- Awarded to Mohpreet KaurGCSA Student Leadership Award -
- Awarded to Mohpreet KaurInternational Student Leadership Award -
Volunteer Experience
Food Packer
Issued by Georgian College Students' Association on Jan 2020
Associated with Mohpreet Kaur
Languages
- enEnglish
- puPunjabi
- hiHindi
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