To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
18
18
years of professional experience
Work History
Mortgage Specialist
Bank of Montreal
Guelph, Ontario
07.2017 - 07.2022
Evaluated pay stubs, credit history, tax information and bank statements for financial status.
Explained legal aspects of loan to borrower, as well as payment terms and clauses.
Remained updated with latest information related to mortgage products and services being offered.
Created profitable and efficient solutions.
Principal Broker
Mortgageguys.com
Guelph
07.2015 - 07.2018
Worked closely with clients to facilitate appropriate loans, inspections and credit reports.
Increased project productivity by collaborating with builders, investors and developers.
Carried out day-day-day duties accurately and efficiently.
Demonstrated respect, friendliness and willingness to help wherever needed.
Proved successful working within tight deadlines and fast-paced atmosphere.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Maintained energy and enthusiasm in fast-paced environment.
Increased project productivity by collaborating with builders, investors and developers
Mortgage Broker
Mortgage Alliance
Guelph
07.2005 - 07.2015
Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
Assessed clients' financial data to determine loan suitability.
Explained entire mortgage loan process to borrower.
Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
Collaborated with different lenders to find best possible deal for homebuyers.
Mentored other mortgage brokers in methods to help each land new clientele.
Established strong relationships with borrowers, which helped to forge new business opportunities.
Worked with underwriters to fix application problems and resolve issues.
Education
Bachelor of Arts - Major in Sociology, Minor in Psychology
University Or Guelph
Guelph, ON
01.1998
Skills
Financial History Analysis
Referral Network Development
Customer Service
Complaint Handling
Customer Relations
Social Perceptiveness
Microsoft Office
Time Management
Judgment and Decision-Making
Complex Problem-Solving
Timeline
Mortgage Specialist
Bank of Montreal
07.2017 - 07.2022
Principal Broker
Mortgageguys.com
07.2015 - 07.2018
Mortgage Broker
Mortgage Alliance
07.2005 - 07.2015
Bachelor of Arts - Major in Sociology, Minor in Psychology