Submortgage Broker with a broad range of experience in Leadership, Management, Sales and Client Services. Seeking a long term position that offers professional growth, knowledge and new challenges with an intention on building long lasting relationships.
Overview
12
12
years of professional experience
Work History
Submortgage Broker
Citadel Mortgages
Vancouver, BC
07.2023 - Current
Increased client satisfaction by providing tailored investment advice and personalized service.
Managed clients'' financial portfolios with a focus on risk management and diversification for optimal returns.
Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
Project Manager
Iridium Contracting Inc.
Burnaby, BC
04.2019 - 01.2023
Planned, designed, and scheduled phases for large projects while Meeting project deadlines without sacrificing build quality or workplace safety.
Developed and initiated projects, managed costs, and monitored performance.
Closed lucrative deals using strong negotiation and sales skills.
Achieved project deadlines by coordinating with contractors to manage performance.
Prepared and submitted project invoices for review and approval.
Coordinated with cross-functional teams to resolve project issues and mitigate risks.
Provided detailed project status updates to stakeholders and executive management.
Recruited and oversaw personnel to achieve performance and quality targets.
Coordinated material procurement and required services for projects within budget requirements.
Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
Maintained open communication by presenting regular updates on project status to customers.
Resolved customer issues quickly to close deals and boost client satisfaction.
Supervisor
Burnaby Association For Community Inclusion
Burnaby, BC
02.2012 - 03.2019
Supervised Group Home with individuals with moderate to severe developmental disabilities carry out daily living tasks by coordinating expert support
Managed fiances and banking for individuals
Created successful work schedules for each team member to
Communicated effectively with residents, staff and other stakeholders by listening, being respectful and promoting positive demeanor.
Organized entertaining recreational activities for home while staying within budgets.
Kept accounts, resident files and regulatory paperwork current and accurate with diligent attention to administrative requirements.
Oversaw home inventory of supplies and groceries by tracking use and placing new orders.
Mentored and coached staff to improve performance and interactions with residents.
Kept updated with all new educational/training courses needed
Built positive and productive relationships with all people
Worked in compliance with all company policies and procedures
Education
Graduate Certificate - Mortgage Broker
UBC Sauder School of Business
Vancouver, BC
03.2023
Skills
Proficient in Microsoft Office Tools
Ability to maintain Client trust and long term relationships
Compelling Leadership Skill
Project and Staff Management
Sales and Negotiations Expertise
Goal and Performance Driven
Financial Administration
Strategic Planning
Issue and Conflict Resolution
Organization and Time Management
Honesty and Integrity
Workplace Training
Credit Score Understanding
Timeline
Submortgage Broker
Citadel Mortgages
07.2023 - Current
Project Manager
Iridium Contracting Inc.
04.2019 - 01.2023
Supervisor
Burnaby Association For Community Inclusion
02.2012 - 03.2019
Graduate Certificate - Mortgage Broker
UBC Sauder School of Business
Similar Profiles
Prateek DevnaniPrateek Devnani
Mortgage Associate at Citadel MortgagesMortgage Associate at Citadel Mortgages