Neelankshi Wadhwa
About Neelankshi Wadhwa
Neelankshi Wadhwa is a Disputes and Credit Cards Representative at CIBC and a Mortgage Pre Approval Specialist at HSBC in Canada. She has extensive experience in customer service and financial management, having worked at various institutions including Alliance One Ltd., Bank of America, and Shiksha.com.
Current Roles at HSBC and CIBC
Neelankshi Wadhwa currently holds dual roles at HSBC and CIBC. At HSBC, she serves as a Mortgage Pre Approval Specialist, a position she has held since 2021. Concurrently, she works as a Disputes And Credit Cards Representative at CIBC. In her roles, she manages large volumes of mortgage cases, maintains high levels of customer satisfaction, and improves client experience by making mortgage processes more efficient, seamless, and transparent. She also aligns lending and insurance compliance with the bank’s criteria and ensures accurate recording and authorizing of sales.
Previous Experience at Alliance One Ltd. and Bank of America
Before her current roles, Neelankshi worked as a Client Service Representative at Alliance One Ltd. from 2019 to 2021 in Toronto, Ontario, Canada. Prior to that, she was a Team Member at Bank of America from 2017 to 2019 in Gurgaon, India. In these roles, she gained valuable experience in client solutions and financial services, establishing a foundation for her current expertise in mortgage and credit card disputes management.
Educational Background
Neelankshi Wadhwa's educational background includes a Master of Business Administration (MBA) in Marketing Management, Human Resources Management, and Services from Maharshi Dayanand University, completed in 2014. She also holds a Bachelor of Business Administration (BBA) from the same university, earned in 2012. Additionally, she completed her Senior Secondary education at St. Angel Sr. Sec. School and has a credential from the Canadian Securities Institute in the Canadian Securities Course.
Skills and Expertise
Neelankshi Wadhwa has demonstrated expertise in managing large volumes of mortgage cases, ensuring high customer satisfaction. She is adept at proactively developing and strengthening customer relationships by recognizing broader financial planning needs and making referrals within the bank. She ensures compliance with relevant procedures, aligning lending and insurance with the bank’s criteria and properly recording and authorizing sales. She is also skilled in conducting deep dive analyses of applications, credit profiles, and financials to offer tailored financing solutions.
Work at Shiksha.com
Neelankshi Wadhwa began her professional journey as an Associate Senior Executive in Content Operations at Shiksha.com, where she worked from 2014 to 2016 in Noida, India. In this role, she gained insights and experience in content management, which laid the groundwork for her later career in financial services.