Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Adam Mawji

Toronto,Canada

Summary

Seeking a role as Client Solutions Advisor at Scotiabank, leveraging extensive sales expertise and strong relationship management skills to drive client satisfaction and business growth.

Overview

17
17
years of professional experience

Work History

Mortgage Specialist

Paradigm Quest/MCAP
Toronto, Canada
01.2015 - 01.2024
  • Reach and exceed individual and team targets on monthly and annual basis
  • Establish relationships with clients and provide advice about home financing solutions
  • Proactively contact clients and quickly build rapport, identify client needs, and guide customers during application and processing activities.
  • Actively search for cross-sell and up-sell opportunities, such as mortgage insurance and refinance mortgage products
  • Work with preferred external broker partners to renew clients, obtain referrals and origination leads; whilst maintaining business relationships
  • Manage portfolios with multiple investors and brands with different processes, requirements, and rates.
  • Assist clients and prioritize company needs in complex matters such as escalations, estate files, tax and mortgage arrears.
  • Lead and Train new staff and team members.

Collections & Loss Mitigation Officer

Paradigm Quest
Toronto, Canada
01.2013 - 01.2015
  • Manage sub-prime renewal portfolio, in which clients are in arrears, tax arrears, or have extraordinary circumstances which impede renewal. Find solutions to facilitate renewal for clients, while meeting investor goals.
  • Present business cases to investors, to find mutually beneficial renewal arrangements for clients and investor
  • Reach and Exceed individual and team targets
  • Negotiate payment plans which are beneficial to client and company
  • Use Sales tactics to negotiate payments with clients
  • Engage in skip tracing to locate clients
  • Work with clients 60+ days in arrears, to avoid legal action
  • Manage return payments on daily basis by creating and distributing portfolios, and tracking progress of team.

Business Development Manager

Corporate Traveller
Toronto, Canada
01.2012 - 01.2013
  • Use cold tactics to develop leads and generate business
  • Implement strict phone program to generate business
  • Engage in presentations, sales meetings, and negotiations to close sales, and develop relationships
  • Reach and exceed sales targets
  • Generate leads and enhance company presence by participating in tradeshows, events, and use of social media
  • Use Salesforce to build and organize client database
  • Develop effective and thorough implementation process for all new clients

Customer Relations Coordinator

TD Canada Trust
Thornhill, Canada
01.2007 - 01.2012
  • Educate customers on TD products, policies, and value propositions while promoting TD brand
  • Reach and exceed sales targets every quarter of employment
  • Advise customers on credit products such as credit cards, mortgages, and various lines of credit
  • Develop relationships with clientele by providing sound advice and superior customer service. Achieved 80% client return rate after initial transaction
  • Build relationships with both internal and external sources to handle customer inquiries and branch needs in an efficient manner
  • Take leadership role in sales campaigns by educating staff on campaigns, keeping track of performance, and sending updated reports within branch
  • Identify high potential customers through cold calling and lead generation
  • Develop strong industry and product knowledge (ie: investments, mortgages, credit cards, and banking products)

Education

General Business Diploma -

Seneca College of Applied Arts & Technology
08.2025

Skills

  • Self-driven
  • Relationship building
  • Portfolio management
  • Team leadership
  • Strong Sales Acumen
  • Strong knowledge of the mortgage industry
  • Ability to accept critical feedback
  • Ability to work under time constraints
  • Vast knowledge of banking and credit products
  • Knowledge of audit procedures
  • Conflict resolution
  • Anti-money laundering

References

References are available on request.

Timeline

Mortgage Specialist

Paradigm Quest/MCAP
01.2015 - 01.2024

Collections & Loss Mitigation Officer

Paradigm Quest
01.2013 - 01.2015

Business Development Manager

Corporate Traveller
01.2012 - 01.2013

Customer Relations Coordinator

TD Canada Trust
01.2007 - 01.2012

General Business Diploma -

Seneca College of Applied Arts & Technology

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Adam Mawji