Chris Heeroo
Nepean,ON
Summary
Mortgage Sales Leader with 20 years in business development, client relations, and team leadership. Skilled in crafting sales strategies, managing pipelines, and fostering client relationships. Proven ability to identify and seize profitable opportunities while enhancing team performance and customer satisfaction.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Mortgage Agent Level 2
Real Mortgage Associates
11.2020 - Current
- Mortgage origination to closing through various referral sources such as realtors, friends, family and existing database
- Marketing through social media, utilizing cutting edge industry technology to enhance the client experience
- Building relationships with my network and clients alike to provide the exceptional service I've based my career o of to date
Manager, Broker Channel & Mortgage Agent Level 2 (w/Real Mortgage Associates)
Breezeful, Inc.
11.2020 - 04.2024
- Led onboarding and training for over 75 brokers and agents, enhancing team capabilities nationwide.
- Managed a sales pipeline to consistently meet and exceed company goals.
- Developed and implemented a superior sales strategy that increased lead engagement through automated systems.
- Facilitated cross-provincial mortgage co-brokering, ensuring seamless transactions for external agents.
Mobile Mortgage Broker (Licensed Agent)
True North Mortgage
Ottawa, Canada
11.2019 - 11.2020
- Mortgage origination from external COI's and internally generated from corporate advertising as well as consumer direct through social media
- Providing mortgage advice based on a holistic approach to client discovery ensuring the needs are uncovered and met
- Business development for the brokerage and internal lender as they are new to market
Mobile Mortgage Specialist
RBC
Ottawa, Canada
06.2016 - 11.2019
- Mortgage origination from both external COI's and internal partners
- Providing the customer the ultimate ONE RBC experience with anchoring to branch and other internal partners to truly provide the client with holistic financial advice beyond the mortgage transaction
Media Account Consultant
Yellow Pages
Ottawa, Canada
08.2014 - 04.2015
- Consultative B2B sales of digital & print advertising solutions to existing customer base
- Prospecting of new advertisers
- End to end sales process with varying deadlines across a variety of systems with a suite of constantly evolving products
Licensed Mortgage Agent
Mortgage Brokers Ottawa
Ottawa, Canada
08.2011 - 02.2014
- Mortgage Origination ~ prospecting/business development & relationship management for centers of influence, referral sources and clients
- Consultative analysis of client's needs to ensure the home of best fit and advice given
Mortgage Specialist (Group Mortgage Plan, Toronto)
CIBC
Toronto, Canada
11.2006 - 03.2011
- Inbound call center working with clients who are relocating with GOC/DND/RCMP and other private companies; processing their mortgage transaction
Mortgage Closing Specialist (Closing Solutions, Toronto)
CIBC
Toronto, Canada
02.2005 - 11.2006
- Closed mortgages for outside and inside brokers/specialists
Personal Banking Rep
PC Financial
Ottawa, Canada
08.2003 - 02.2006
- Selling the full suite of banking products, including accounts, GIC's, RRSP's, Line of Credit and mortgages
Education
Understanding Mortgage Fundamentals - Mortgage Advice Experience, Canadian Anti-Spam Legislation (CASL), Combat Money Laundering & Terrorist Financing, Fundamentals of Privacy & Security, Selling Through Social Media, Creating Winning Content on Social Media
RBC
Ottawa, ON01.2016
Google Certification - Certified by Google for Google AdWords
Google
Canada01.2014
Ethics & Responsibilities for Mortgage Professionals - Canadian Mortgage Industry Course, Accredited Mortgage Professional (AMP) Designation
Canadian Association of Mortgage Professionals
ON01.2011
Mortgage Basics 101 - Mortgage Underwriting Foundations, Advanced Underwriting, New Construction Progress Draw Mortgages
CIBC
Toronto, ON01.2006
Canadian Securities Course - Completed course work but license not obtained
Canadian Securities Institute
Ottawa, ON01.2003
Leadership Development Program - Manufacturing
Lemex & Associates Ltd.
Ottawa, ON01.2001
Quality Training Program - Process Assessor/Auditor Training
Applied Quality Inc.
Ottawa, ON01.2001
Small Business Management -
Algonquin College
Nepean, ON01.1995
Mortgage Agents License, Level 2 - Completed Mortgage Agent Licensing course
Financial Services Commission of Ontario (FSCO/FSRA)
Ottawa, ONSkills
- Team Leadership,
- Sales Growth,
- Client Relations,
- Strategic Planning,
- Pipeline Management
Hobbies and Interests
- Fitness
- Golf
- Soccer
- Reading
- Writing (Active Blogger)
Languages
- English, Native/Fluent
- French, Basic
Affiliations
- Avid golfer (great business development tool)
- Reading
- Writing (have a blog!)
- Fitness (yoga, resistance training, walking)
Accomplishments
- Closed over $100m in mortgages in my time at Breezeful with an underwriter
- Onboarded and oversaw more than 75 brokers/agents in less than a year
- Created automated text and email sequence for lead follow up
- Implemented Calendly booking system into application flow increasing lead engagement
- Closed more than 1,000 mortgages in support role
- 40% increase in agent/broker in support role
- Closed more than 500 mortgages in sales role
- Won seasonal sales award of $5,000
- Grew # of agents/brokers by 40%
- 65% Closing Ratio
- 35% repeat/client referral business
Certification
- Mortgage Agent Level 2
Timeline
Mortgage Agent Level 2
Real Mortgage Associates
11.2020 - Current
Manager, Broker Channel & Mortgage Agent Level 2 (w/Real Mortgage Associates)
Breezeful, Inc.
11.2020 - 04.2024
Mobile Mortgage Broker (Licensed Agent)
True North Mortgage
11.2019 - 11.2020
Mobile Mortgage Specialist
RBC
06.2016 - 11.2019
Media Account Consultant
Yellow Pages
08.2014 - 04.2015
Licensed Mortgage Agent
Mortgage Brokers Ottawa
08.2011 - 02.2014
Mortgage Specialist (Group Mortgage Plan, Toronto)
CIBC
11.2006 - 03.2011
Mortgage Closing Specialist (Closing Solutions, Toronto)
CIBC
02.2005 - 11.2006
Personal Banking Rep
PC Financial
08.2003 - 02.2006
Understanding Mortgage Fundamentals - Mortgage Advice Experience, Canadian Anti-Spam Legislation (CASL), Combat Money Laundering & Terrorist Financing, Fundamentals of Privacy & Security, Selling Through Social Media, Creating Winning Content on Social Media
RBC
Google Certification - Certified by Google for Google AdWords
Google
Ethics & Responsibilities for Mortgage Professionals - Canadian Mortgage Industry Course, Accredited Mortgage Professional (AMP) Designation
Canadian Association of Mortgage Professionals
Mortgage Basics 101 - Mortgage Underwriting Foundations, Advanced Underwriting, New Construction Progress Draw Mortgages
CIBC
Canadian Securities Course - Completed course work but license not obtained
Canadian Securities Institute
Leadership Development Program - Manufacturing
Lemex & Associates Ltd.
Quality Training Program - Process Assessor/Auditor Training
Applied Quality Inc.
Small Business Management -
Algonquin College
Mortgage Agents License, Level 2 - Completed Mortgage Agent Licensing course
Financial Services Commission of Ontario (FSCO/FSRA)
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