To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
21
21
years of professional experience
Work History
Licensed Mortgage Broker
Money Solutions Inc-SELF
03.2022 - Current
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Reviewed loan files and updated to match current standards.
Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Proactively identified solutions for customers experiencing credit issues.
Compiled closing packages for drafting and presentation accuracy.
Explained very technical financial information to applicants in easy to understand language.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans
Insurance Agent
Allstate Insurance Companies
10.2021 - Current
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Met with customers to provide information about available products and policies.
Analyzed risk factors to recommend appropriate coverage levels
Licensed Real Estate Agent
Keller Williams Integrity -SELF
06.2019 - Current
Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
Communicated with clients to understand property needs and preferences.
Maintained connections with clients to encourage repeat business and referrals.
Negotiated, facilitated and managed real estate transactions.
Advised and informed prospective clients on current market activities and conditions.
Performed home evaluations and developed competitive market analysis for individual homes.
Appraised residential properties for sale, employing knowledge of residential real estate, local markets and overall availabilities.
Mortgage Consultant
Greenflow Financial
01.2020 - 01.2021
Oversaw sales and underwriting processes of mortgage lending office.
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Reviewed loan files and updated to match current standards.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Explained very technical financial information to applicants in easy to understand language.
Proactively identified solutions for customers experiencing credit issues.
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Business Development Manager
CANADIAN MORGTAGES INC.
01.2019 - 01.2020
Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
Assessed clients' financial data to determine loan suitability.
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Reviewed loan files and updated to match current standards.
Implemented sales strategies that established relationships with realtors and CPAs.
Membership Sales Representative
CAA North & East Ontario
06.2010 - 07.2018
Drove team revenue totals by bringing in top sales numbers.
Helped customers navigate choices between services with support for questions such as terms, pricing and availability.
Achieved monthly sales goals by promoting product benefits and enrolling new clients.
Resolved issues efficiently and enhanced customer satisfaction ratings.
Set up appointments with potential and current customers to promote new products and services.
Telecommunications Sales Representative
BELL CANADA
02.2005 - 06.2010
Helped customers navigate choices between services with support for questions such as terms, pricing and availability.
Achieved monthly sales goals by promoting product benefits and enrolling new clients.
Resolved issues efficiently and enhanced customer satisfaction ratings.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
Rental Car Manager
Enterprise Rent-A-Car
07.2002 - 02.2004
Rotated merchandise and displays to feature new products and promotions.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Established team priorities, maintained schedules and monitored performance.
Evaluated employee performance on [Timeframe] basis and conveyed constructive feedback to improve skills.
Performed customer needs assessments and coordinated resolutions with supply chain and quality teams.
Education
Bachelor of Arts - Economics
Carleton University
Ottawa, ON
Mortgage Agent Course
Real Estate And Mortgage Institute of Canada.
Toronto, ON
07.2018
Ontario Real Estate Association (OREA)
Toronto, ON
Skills
Property Evaluation
Microsoft suite
Credit/financial analysis
Sound judgment
Analytical thinking
Attention to detail
Problem-solving skills
Knowledge of risk management, quality assurance and oversight
Excellent interpersonal skills (tact, judgment, diplomacy, professionalism, and political sensitivity)