Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Ryan Stephen Smith

Calgary,AB

Summary

I am a highly accomplished leader and mentor with a strong foundation of sales who has an unrelenting passion for delivering an extraordinary client experience. I am enthusiastic and achievement-driven and would like to fully leverage my exceptional leadership, interpersonal, and communication skills in tandem with my genuine passion for helping others. I am seeking a full-time position as a Personal Banker, Investment Specialist or Associate Financial Advisor with the long term goal of becoming a Professional Financial Planner (PFP).

Overview

9
9
years of professional experience

Work History

Mortgage Assistant

Rachel Brown (Mortgage Broker)- Verico Paragon
Calgary, AB
11.2021 - Current
  • Work with Rachel to help underwrite applications and resolve qualification issues.
  • Package up files to submit to lenders
  • Communicate with clients to provide updates on loan progress, as well as, request any outstanding documents
  • Oversee scheduling of timely loan closing to satisfy home builder and borrower needs.

Mortgage Specialist

ATB Financial – Mortgage Services
Calgary, AB
05.2021 - 09.2021
  • Personally met with clients to navigate them towards achieving their homeownership goals
  • Offered various services to clients including home purchases, mortgage renewals, refinancing, debt consolidation, first time homebuyers, purchase plus improvements, investment properties, etc
  • Provided financial advice for long term success
  • Reviewed applications and ensured eligibility of approval.

Mortgage Broker

Kardia Mortgage & Quantus Mortgage Solutions
Calgary, AB
09.2019 - 05.2021
  • Personally met with clients to navigate them towards achieving their homeownership goals
  • Offered various services to clients including home purchases, mortgage renewals, refinancing, debt consolidation, first time homebuyers, purchase plus improvements, investment properties, etc
  • Provided financial advice for long term success
  • Reviewed applications and ensured eligibility of approval
  • Worked with real estate connections, such as realtors and financial advisors, to create marketing materials to reach potential clients.

Head Trainer/Coach

Orangetheory Fitness
Calgary, AB
05.2018 - 03.2020
  • Managed a group of fitness trainers in coordinating classes, store openings, and community events
  • Managed and coached large groups of people during fitness classes, bringing the high- energy, fun, and excitement to each class, every day
  • Built many personal relationships with members.

Senior Store Manager

General Nutrition Centre, GNC
Calgary, AB
11.2013 - 08.2018
  • Managed, coached, and trained multiple teams and multiple stores
  • Managed the day-to-day operations of the store, ensuring all store and loss prevention policies and procedures are being understood and practiced, merchandising, product rotation and reducing overall shrink cost
  • Drove up sales and overall store ranking in the region through key performance indicators (KPI's), training and development, sales strategies, extensive product knowledge and competitions
  • Was personally recognized weekly and monthly for KPI performance
  • Responsible for recruiting, interviewing, selecting and staffing of the store.

Education

Diploma - Criminal Justice

Lethbridge College
Lethbridge, AB
12.2008

Certificate - Financial Planning 1

Canadian Securities Institute
12.2021

Certificate - Canadian Investment Funds Course

Investment Funds Institute of Canada
10.2021

Skills

  • Time Management
  • Personal Data Collection
  • Customer Communication
  • Customer Service
  • Microsoft Office
  • Problem Solving
  • Verbal and Written Communication
  • Consumer Loan Underwriting
  • Credit History Review
  • Financial History Analysis
  • Financial Service Solutions
  • Active Listening and Learning

Accomplishments

  • Mentor with Big Brothers Big Sisters of Calgary & Area – Volunteer, 2015 – Present
  • Becoming a big brother is my most proud accomplishment
  • Proud to be a leader in the community through building a relationship with a"little" and being the ultimate friend/mentor while exploring our community together
  • The program not only impacts the life of someone else but it also impacts your own. It's non-stop learning and fun and the smiles are endless with new experiences always on the horizon.

References

Available upon request.

Timeline

Mortgage Assistant

Rachel Brown (Mortgage Broker)- Verico Paragon
11.2021 - Current

Mortgage Specialist

ATB Financial – Mortgage Services
05.2021 - 09.2021

Mortgage Broker

Kardia Mortgage & Quantus Mortgage Solutions
09.2019 - 05.2021

Head Trainer/Coach

Orangetheory Fitness
05.2018 - 03.2020

Senior Store Manager

General Nutrition Centre, GNC
11.2013 - 08.2018

Diploma - Criminal Justice

Lethbridge College

Certificate - Financial Planning 1

Canadian Securities Institute

Certificate - Canadian Investment Funds Course

Investment Funds Institute of Canada

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