Assisted clients in buying, selling, and renting properties, ensuring a smooth transaction process
Conducted market research to provide clients with insights on property values and trends
Prepared and presented comparative market analyses to guide pricing strategies
Negotiated purchase agreements and contracts with buyers and sellers
Coordinated property showings, open houses, and client meetings
Managed all documentation, including purchase agreements, contracts, and closing documents
Developed marketing strategies to promote properties through various channels, including online listings, social media, and print advertisements
Maintained a comprehensive understanding of Ontario real estate laws and regulations to ensure compliance.
Mortgage Agent
Mortgage Alliance
04.2020 - Current
Provided expert advice to clients on mortgage options, loan terms, and interest rates, ensuring alignment with their financial goals
Processed and reviewed mortgage applications, ensuring accuracy and completeness of client information and documentation
Stayed informed on Ontario mortgage regulations and industry trends to provide up-to-date advice
Cultivated and managed relationships with clients, real estate agents, and lending institutions
Conducted comprehensive financial analyses to determine clients’ eligibility for mortgage products
Assisted clients with refinancing options to achieve better mortgage terms and rates
Coordinated with underwriters and lenders to facilitate timely approval and closing of mortgage transactions
Delivered exceptional customer service, guiding clients through each step of the mortgage process.
Benefits and Disability Specialist
PwC (Pricewaterhousecoopers)
09.2018 - 05.2019
Advised and supported the business on benefits requirements and best practices
Worked closely with HR, Payroll and HR Service Centre as a subject matter expert on all of PwC Benefits, STD and LTD programs
Provided day to day guidance and timely responses to benefits inquiries from staff, partners, retirees and HR from across the country
Liaised with internal contacts and services providers (i.e Sun Life) to resolve claims, coverage and service issues and find solutions/provide recommendations for sensitive and one-off situations
Prepared benefits reports for service providers for eligibility and renewal purposes
Validated and prepared service provider billings for payment
Maintained a thorough understanding of internal and external disability design, practices and policies.
Benefits Specialist
Deloitte
12.2014 - 08.2018
Coordinated projects and programs, conducted research, administered, analyzed, and reported on benefits portfolio at Deloitte, including Group Benefit Plans, My Benefit Dollars, Leaves, Vacation, and Wellness
Supported the administration of Deloitte’s Group Benefit Insurance Plans (Health, Dental, Life, AD&D, Short and Long-Term Disability) and liaised with insurance providers during annual benefits reviews
Administered and supported Deloitte’s My Benefit Dollars program, including annual enrollment and managing HSAs and Group RRSP contributions, collaborating with the Benefits Manager and IT for process enhancements
Supported Deloitte’s Wellness framework, including mental health training, coordinating flu clinics, health risk assessments, and developing new wellness education tools and standards
Conducted wellness claim audits and collaborated with EFAP provider and Talent Advisors to implement wellness seminars at local offices
Maintained and enhanced the firm’s Benefits Website and end-user support tools, developed a Total Rewards Communication Plan in collaboration with the Total Reward and Pension Senior Manager, integrating Compensation, Benefits, and Pension.
Education
Real Estate Salesperson Program -
Humber College
Mortgage Agent Course -
REMIC
Ontario Secondary School Diploma -
Father Michael McGivney Catholic Secondary School
Skills
In-depth knowledge of Ontario mortgage regulations and products
Strong analytical and financial assessment abilities
Excellent communication and negotiation skills
Proficient in mortgage processing software and financial management tools
Exceptional customer service and relationship-building skills
Detail-oriented with strong organizational capabilities
Professional Highlights
Mortgage Expertise: Comprehensive knowledge of Ontario mortgage products and regulations, enabling accurate and informed client advice.
Sales Excellence: Closed over 50 mortgage deals annually, surpassing sales targets by 25%.
Strong Relationships: Developed and maintained relationships with over 50 real estate agents and financial institutions, enhancing collaboration and deal flow.
Regulatory Adherence: Ensured all mortgage transactions complied with Ontario regulations and industry best practices.
Financial Proficiency: Conducted in-depth financial analyses to determine client eligibility and provide optimal mortgage solutions, improving loan approval rates by 15%.
Top Performance: Awarded "Top Mortgage Agent" for outstanding sales performance in 2023.
Marketing Success: Developed and executed marketing strategies that increased client inquiries by 20%.