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ANUJ SHARMAAS
Open to opportunities

ANUJ SHARMA

@anujsharma18

Administrative support professional at Flexiti Financial who managed 80–100 client files monthly and built SQL, Power BI, and Excel workflow reports.

Canada
Message

At Flexiti Financial, I managed 80–100 high-priority client files per month, tracking documentation, deadlines, and status updates for clients and internal teams.

I maintained CRM case notes and audit-ready records, and coordinated with internal teams to route and resolve items. I also built SQL, Power BI, and Excel reports that improved reporting turnaround by 20%.

As a Client Specialist at Flexiti Financial, I processed 60–80 client applications daily, verified supporting documents, and recorded findings in CRM and Excel. At Citadel Mortgages, I coordinated documentation and follow-ups across active client files as a part-time Mortgage Agent.

I'm currently building a personal business venture while developing my SQL and Power BI skills through self-directed projects. My experience also includes financial services support at Klarna and customer support and fraud case handling at Fanatics.

Experience

Work history, roles, and key accomplishments

SE
Current

Independent Business Owner

Self-Directed

Nov 2024 - Present (1 year 11 months)

Founded and am building a personal business venture, managing planning, operations, and day-to-day responsibilities. Strengthened SQL and Power BI skills through self-directed projects.

FF

Client Specialist and Escalations

Flexiti Financial

Apr 2023 - Nov 2024 (1 year 7 months)

Managed 80–100 high-priority client files per month, tracking documentation and deadlines. Built SQL, Power BI, and Excel reports to track workflow, improving reporting turnaround by 20%.

CM

Mortgage Agent

Citadel Mortgages

May 2023 - Oct 2023 (5 months)

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

FF

Client Specialist

Flexiti Financial

Nov 2021 - Apr 2023 (1 year 5 months)

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

Education

Degrees, certifications, and relevant coursework

Matrix College logoMC

Matrix College

Diploma, Supply Chain Management

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

Punjab Technical University logoPU

Punjab Technical University

Bachelor of Business Administration, Business Administration

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

Corporate Finance Institute logoCI

Corporate Finance Institute

Certification, Finance

Certification in Credit Analyst, Banking Products & Services, Introduction to Banking, 5 Cs of Credit, and SQL Fundamentals for Data Analysts.

Tech stack

Software and tools used professionally

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