Alex Wong

• Increased referral business by building rapport with existing clients through regular check-ins and providing personalized mortgage solutions.
• Assisted in closing high volumes of mortgages by efficiently organizing documentation and coordinating with underwriters, closing over +15 million in mortgage volume a year.
• Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.

• Developed marketing strategies to consistently generate new leads and expand client base, driving business success.
• Assisted clients in navigating the complexities of financing options, ensuring they secured suitable mortgage products for their needs closing over +20 million in volume.
• Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.

• Working with branch partners to entrench key partners program to ensure high level of client service with a focus on growing relationships with customers and funding mortgages.
• Mentor and train new employees along with sales manager and improving performance and customer satisfaction scores.
• Planning and implementing a marketing program which includes joint marketing with referral sources.

● Prepared loan packages and ensured all aspects of the mortgage process were completed to ensure compliance with required policies, processes and practices.

● Networked with realtors, builders, and clients to build a referral business and maintain effective working relationships.

● Identified customer needs and professionally provided financial solutions and budgets for customer to plan for their purchase of their new home.

● Consultation and coordination on all aspects of the client's financial relationship with TD Bank, including but not limited to financial and retirement planning, credit applications, small businesses, investments,mortgages and insurance products.

● Took on lead branch managerial roles for opening and closing branch procedures and helped improve overall processes by identifying solutions to save time and boost branch performance.

● Guided the branch front line sales team to provide necessary training to boost sales revenue and increase customer satisfaction and loyalty.