Bobbi-Lee Sebastian
Sorrento,BC
Summary
Energetic Hostess with exceptional experience-enhancing customer experiences in foodservice setting. Courteous and friendly when directing customers to tables, giving directions and taking reservations. Constantly finding new ways to exceed customers' expectations with personalized service.
Overview
26
26
years of professional experience
Work History
Mortgage Broker
Dominion Lending Whitehouse Mortgages
09.2022 - Current
- Assessed clients' financial data to determine loan suitability.
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Senior Financial Advisor
Salmon Arm Savings And Credit Union
05.2011 - 04.2022
- Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, lending products and services based on each client’s individual needs.
- Extensive lending knowledge including CMHC, construction mortgages and success in client education.
- Managed and grew a loan portfolio by regularly exceeding sales targets by 100%.
- Assisted mortgage brokers and advisors with servicing clients by preparing financial plans, conducting investment/ lending research and completing applications.
- Developed and maintained relationships with local realestate agents.
Real Estate Agent
Sunny BC Realty
02.2008 - 03.2010
- Developed and maintained relationships with clients through networking, postcards and cold calling.
- Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Sold high volume of properties in short timeframes to exceed quotas.
- Advertised client properties through websites, social media and real estate guides.
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
- Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
Restaurant Manager
Traditions Restaurant
07.1998 - 01.2008
- Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service.
- Carefully interviewed, selected, trained, and supervised staff.
- Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
- Led and directed team members on effective methods, operations, and procedures.
- Oversaw front of house personnel to maintain adequate staffing and minimize overtime.
- Coordinated with catering staff to deliver food services for special events and functions.
Education
Serving It Right
Mutual Fund License -
IFIC
210 Lending -
CUIC
Realestate License -
UBC Sauder
01.2008
High School Diploma - undefined
Maple Ridge Christian School
Maple Ridge, BC1991
Skills
- Guest Experience Management
- High-Volume Dining
- Reservation Documentation
- Seating Assignment Preparation
- Guest Flow
- Phone Inquiries
- To-Go Order Preparation
Timeline
Mortgage Broker
Dominion Lending Whitehouse Mortgages
09.2022 - Current
Senior Financial Advisor
Salmon Arm Savings And Credit Union
05.2011 - 04.2022
Real Estate Agent
Sunny BC Realty
02.2008 - 03.2010
Restaurant Manager
Traditions Restaurant
07.1998 - 01.2008
Serving It Right
Mutual Fund License -
IFIC
210 Lending -
CUIC
Realestate License -
UBC Sauder
High School Diploma - undefined
Maple Ridge Christian School
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