Summary
Overview
Work History
Education
Skills
Personal Interests
Timeline
Generic

Brianna Isaacs

Kamloops

Summary

Highly productive underwriter with a proven track record in effectively managing data, fostering strong customer relationships, and expertly solving complex problems. Skilled at analyzing and interpreting financial information to make informed decisions, ensuring optimal risk assessment and mitigation. Consistently exceeds expectations by delivering accurate and timely underwriting decisions while maintaining a keen attention to detail. Results-oriented professional who thrives in a fast-paced environment and is committed to delivering exceptional service to clients.

Overview

10
10
years of professional experience

Work History

Mortgage Underwriter

Canadian Western Bank Optimum Mortgage
2022.04 - Current

OPTIMUM MORTGAGE April 2022-Present

Mortgage Underwriter

  • Evaluate mortgage applications and credit presented by mortgage brokers for approval.
  • Successfully achieved B lending targets through hard work and professional demeanor.
  • Develop and maintain strong relationships with mortgage brokers/agents by providing superior service.
  • Work closely with BDM’s to help them achieve their targets by ensuring quick turnaround of applications (please see list of references below).
  • Successfully achieve volume, APR, deals per day and fees targets set by management
  • Collaborate and brain storm with other team members with difficult deals.
  • Provide assistance to Business Development Managers in meeting the needs of their brokers.
  • Identified possible fraud risks through meticulous evaluation of application materials, protecting both lenders and homebuyers from potential losses.

Administration Officer Underwriting Support

Mortgage West, The Mortgage Centre
2017.08 - 2022.04
  • Key Lender contact for 6 Underwriters, supporting lender decisioning
  • Provided best-in-class support to team of Underwriters and Broker's , closely monitoring activity to best meet needs.
  • Adapted to workflow changes and implemented continuous process improvements to overcome obstacles.
  • Onboarded new employees with training and new hire documentation.
  • Prepared training programs to improve compliance at all levels.
  • Conducted orientation sessions and organized on-the-job training for new hires.
  • Organized and edited training manuals, multimedia visual aids and other educational materials.

Personal Insurance Advisor

Underwriters Insurance/Westland Insurance
2014.11 - 2017.08
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Met with customers to provide information about available products and policies.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Maintained energy and enthusiasm in fast-paced environment.

Education

CAIB 2 Designation -

Canadian Association of Insurance Brokers

HIgh School Diploma -

Westsyde Secondary Kamloops BC
Kamloops BC
06.2001

Skills

  • Compliance Governance
  • Loan File Maintenance
  • File Adjudication in Underwriting
  • Analytical and Critical Thinking
  • Documentation and Regulatory Controls
  • Underwriting guidelines
  • Residential mortgage lending regulations
  • Application Analysis
  • Documentation Review

Personal Interests

  • Cooking
  • Camping
  • Reading
  • Travelling
  • Gaming

Timeline

Mortgage Underwriter

Canadian Western Bank Optimum Mortgage
2022.04 - Current

Administration Officer Underwriting Support

Mortgage West, The Mortgage Centre
2017.08 - 2022.04

Personal Insurance Advisor

Underwriters Insurance/Westland Insurance
2014.11 - 2017.08

CAIB 2 Designation -

Canadian Association of Insurance Brokers

HIgh School Diploma -

Westsyde Secondary Kamloops BC
Brianna Isaacs