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Ramal Shrestha

@ramalshrestha

Mortgage Assistant/Analyst at Lendlab Mortgage Inc. who cut manual data entry by 30% through Zoho CRM and Finmo integration improvements.

Canada

Message

At Lendlab Mortgage Inc., I improved pipeline tracking efficiency by 20% with interactive Zoho Analytics dashboards that turned client status data into actionable insights.

I also investigated API failures and remapped data dependencies between Zoho CRM and Finmo, reducing manual data entry by 30%. I collaborated with brokers and compliance officers on QA protocols that achieved 100% compliance across 100+ client files.

At SKY Education Consultancy, I spearheaded a centralized CRM implementation, gathering requirements and documenting user stories and functional specifications. The change accelerated application processing by 40%, and automated communication workflows reduced manual follow-up inquiries by 25%.

Earlier, as Social Media Marketing Manager at SKY Education Consultancy, I ran targeted ad campaigns and optimized budgets using KPI analysis, increasing qualified lead generation by 20%. I also mapped customer journey touchpoints with sales teams to identify CRM attribution gaps.

Experience

Work history, roles, and key accomplishments

Current

Mortgage Assistant/Analyst

Current

Lendlab Mortgage Inc.

May 2025 - Present (1 year 5 months)

Improved pipeline tracking efficiency by 20% by designing and deploying interactive Zoho Analytics dashboards. Reduced manual data entry by 30% by establishing a seamless data integration ecosystem through root cause analysis of API failures and re-mapping data dependencies between Zoho CRM and Finmo.

Zoho Analytics Zoho CRM Finmo API Integration Data Analysis Quality Assurance Regulatory Compliance Market Research VIREB

Admissions Manager

SKY Education Consultancy

Jul 2021 - Apr 2025 (3 years 9 months)

Accelerated application processing speed by 40% by spearheading a centralized CRM implementation through cross-functional requirements gathering, user stories, and functional specifications documentation. Achieved a 95% visa success rate by analyzing multi-country immigration policy changes and translating regulatory requirements into standardized operational workflows and SOPs.

CRM Implementation Requirements Gathering User Stories Functional Specifications Workflow Automation SOPs Regulatory Compliance Data Analysis

Social Media Marketing Manager

SKY Education Consultancy

Jan 2019 - Jun 2021 (2 years 5 months)

Increased qualified lead generation by 20% by executing targeted ad campaigns and optimizing budget allocation based on KPI analysis. Improved lead tracking accuracy for 100+ monthly inquiries by mapping customer journey touchpoints alongside sales teams to identify attribution gaps.

Social Media Marketing Advertising Campaigns Budget Optimization KPI Analysis Lead Generation Customer Journey Mapping Enhancements