Ashina Kalia
Richmond,BC
Summary
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
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.
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
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, BC03.2023
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
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