anuj sharma

Founded and developed a personal business venture, managing planning, operations, and client-facing responsibilities. Strengthened SQL and Power BI skills through applied, self-directed projects.

Served as primary contact for 80-100 high-priority client files per month, communicating case status and required documentation. Maintained detailed CRM case notes and audit-ready documentation, and built SQL, Power BI, and Excel reports to track service trends, improving reporting turnaround by 20%.

Managed 20+ active client files in CRM systems, coordinating with clients and lenders to collect documentation and track outstanding requirements. Translated mortgage and lending information into simple guidance for clients while maintaining confidentiality.

Processed 60-80 client applications daily with sub-24-hour turnaround, verifying client details and supporting documents. Documented findings in CRM and Excel systems and communicated application status to internal stakeholders.

Supported 50+ customer accounts daily by phone and email in a fast-paced fintech/payments environment, resolving inquiries under time-sensitive conditions while following customer protection procedures.

Handled client support cases end-to-end, reviewing account activity and documenting root causes in line with company policy.

Diploma in Supply Chain Management from Matrix College, Montreal, completed in 2019.

Bachelor of Business Administration degree from Punjab Technical University, completed in 2018.

Certification in Credit Analyst from the Corporate Finance Institute.

Certification in Banking Products & Services from the Corporate Finance Institute.

Certification in Introduction to Banking from the Corporate Finance Institute.

Certification in the 5 Cs of Credit from the Corporate Finance Institute.

Certification in SQL Fundamentals for Data Analysts from the Corporate Finance Institute.