Brooke Shelley
Vancouver,Canada
Summary
Financial professional with extensive experience in providing customized mortgage solutions and navigating intricate financial landscapes. Demonstrates strong commitment to team collaboration and achieving optimal results, adapting seamlessly to evolving client needs. Recognized for excellent client relationship management and deep understanding of mortgage regulations and best practices.
Overview
12
12
years of professional experience
Work History
Senior Mortgage Advisor
Mortgage Architects - A Better Way
01.2020 - Current
- Consistently exceeded sales targets (managing a book of business of $15 million+) through proactive outreach efforts targeting potential clients via referrals or cold calls.
- Developed strong relationships with both lenders and referral partners to negotiate favorable terms and rates for clients.
- Managed risk effectively by assessing borrowers' creditworthiness based on established criteria while adhering to all legal and regulatory requirements.
- Achieved a strong track record of closing loans quickly and efficiently by collaborating with all parties involved, overcoming any obstacles that may arise throughout the process.
- Improved client retention by proactively addressing concerns, resolving issues promptly, and maintaining open lines of communication throughout the loan process.
- Navigated complex financial situations with professionalism, guiding clients towards suitable mortgage products that fit their specific needs.
- Mentored junior brokers, sharing industry knowledge and best practices for optimal growth and success.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Mobile Mortgage Advisor
CIBC
01.2019 - 01.2020
- Advised clients on mortgage options to ensure best financial decisions.
- Analyzed financial documents for accurate loan assessments.
- Improved loan processing times by streamlining application procedures.
- Collaborated with underwriters to ensure compliance with financial regulations.
- Developed strong network of real estate professionals to facilitate referrals.
- Collaborated closely with colleagues to share best practices, resulting in improved overall team performance metrics.
- Educated first-time homebuyers about available financing options and guided them through each stage of the mortgage application process.
- Assisted clients in understanding the long-term implications of different mortgage options, empowering them to make informed financial decisions.
- Developed comprehensive marketing materials to attract new clients while maintaining a professional image consistent with the company brand.
Senior Mortgage Underwriter
MCAP
01.2015 - 01.2020
- Ensured loan applications met internal policy guidelines while evaluating strength of borrowers based on credit utilization, life situations, and repayment capacity
- Verified integrity of applicants' information to minimize fraud.
- Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records, and current financial status.
- Continuously updated industry knowledge through professional training sessions, seminars, conferences, and self-directed learning efforts.
- Balanced risk against profitability to make optimal business decisions and guided/mentored junior team members in making similar critical decisions.
- Managed a diverse portfolio of mortgage applications ($100-$300 million+), consistently meeting strict deadlines while maintaining attention to detail.
- Developed strong relationships with clients, realtors, and other stakeholders to facilitate smooth communication throughout the mortgage process.
Document Specialist
RMG Mortgages
01.2014 - 01.2015
- Managed high volumes of documents efficiently, prioritizing tasks according to deadlines and project requirements.
- Contributed to the development of departmental procedures, offering suggestions for improvements based on experience and expertise.
- Maintained legally compliant, highly secure and user-friendly content to facilitate smooth use by internal and external stakeholders.
- Performed regular audits of document repositories, ensuring the accuracy and integrity of all stored information.
- Demonstrated adaptability in meeting evolving business needs, quickly mastering new software tools and platforms as needed.
- Ensured compliance with company policies and industry standards, maintaining meticulous attention to detail in all document-related tasks.
Kindergarten Teacher
Fortune Kindergarten
01.2013 - 01.2014
- Taught two different classes of fourteen students (ages 5-6) an organized curriculum strictly in the English language
- Assessed children’s learning and conducted parent-teacher interviews to document and report on student’s success
- Enhanced classroom management by establishing clear expectations, rules, and routines.
- Collaborated with colleagues to share resources, brainstorm ideas, and problem-solve challenges faced in the classroom environment.
- Implemented differentiated instruction strategies to meet the diverse learning needs of all students.
- Delivered lesson plans, implemented school curriculum and used data to create, monitor, and establish personalized learning plan for each student.
- Developed strong relationships with families to address any concerns or issues impacting student success.
- Served as a mentor for new teachers, providing guidance on lesson planning, classroom management, and instructional strategies.
- Assisted in curriculum development to align lessons with state standards and improve overall instructional quality.
Education
Certificate - Finance
Sauder School of Business
Vancouver, BC07-2015
Bachelor of Arts - English/Sociology
Concordia University of Edmonton
Edmonton, AB06-2008
Skills
- Adobe InDesign
- Adaptable Decision-making
- Team leadership
- Superior customer service
- Proactive problem-solving
- Training and mentoring
- Technological savvy
- Conflict resolution techniques
- Time Management
- Client retention strategies
- Microsoft Office
- Relationship building expertise
- Adobe Photoshop
- Strategic business development
- Effective sales techniques
- Financial risk analysis
Websites
Languages
English
Native or Bilingual
Mandarin
Elementary
Timeline
Senior Mortgage Advisor
Mortgage Architects - A Better Way
01.2020 - Current
Mobile Mortgage Advisor
CIBC
01.2019 - 01.2020
Senior Mortgage Underwriter
MCAP
01.2015 - 01.2020
Document Specialist
RMG Mortgages
01.2014 - 01.2015
Kindergarten Teacher
Fortune Kindergarten
01.2013 - 01.2014
Certificate - Finance
Sauder School of Business
Bachelor of Arts - English/Sociology
Concordia University of Edmonton
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