Claudia Pierre
Kingston,ON
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Home Financing Advisor
Scotiabank
Kingston, ON
03.2020 - Current
- Collaborated with Mortgage Underwriters to provide timely, accurate service for clients throughout entire mortgage process
- Have exceeded Volume Goal for Fiscal 2022 by over 36% of target.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues
- Developed and maintained courteous and effective working relationships while acting as coach or resource to retail partners when it comes to credit products and policies
Mobile Mortgage Specialist
TD Canada Trust
Kingston, ON
04.2019 - 03.2020
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Explained entire mortgage loan process, including payment terms to borrower.
- Successfully closed average of six Mortgages or Home Equity Lines of Credit per month.
Financial Advisor
TD Canada Trust
Kingston, ON
04.2017 - 04.2019
- Worked with clients to assess and meet short- and long-term financial goal.
- Cultivated and strengthened relationships with new and existing clients.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plans.
Customer Service / Financial Services Representative
TD Canada Trust
Mississauga And Kingston , ON
02.2010 - 01.2017
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Submitted loan applications to loan underwriter for verification and recommendation.
- Maintained confidentiality of bank records and client information.
- Maintained friendly and professional customer interactions.
Emergency Dispatcher
Alarm Force
North York, Ontario
04.2011 - 06.2012
- Cultivated client rapport by interfacing with callers to aid with medical emergencies.
- Eliminated risks and emergency response delays by efficiently monitoring public safety field units.
- Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff, greeting the public, typing, proofreading, filing, sorting and handling incoming and outgoing mail.
Education
Emergency Communications Diploma - Medical , Police And Fire Department Dispatching Methods And Terminology
Seneca College
King City, Ontario2012
Bachelor of Arts - Geography
York University
Toronto Ontario2006
Skills
- Real Estate
- Real Estate Policy and Procedure
- Self-sufficient
- Team player
- Retail Bank security and cash handling expert
- Data Entry
- Continuous Improvement
Certification
Achieved:
IFIC (2014)
In Progress:
Personal Lending and Mortgages (PLM) (2022)
Branch Compliance Officer BCO (2022)
Timeline
Home Financing Advisor
Scotiabank
03.2020 - Current
Mobile Mortgage Specialist
TD Canada Trust
04.2019 - 03.2020
Financial Advisor
TD Canada Trust
04.2017 - 04.2019
Emergency Dispatcher
Alarm Force
04.2011 - 06.2012
Customer Service / Financial Services Representative
TD Canada Trust
02.2010 - 01.2017
Emergency Communications Diploma - Medical , Police And Fire Department Dispatching Methods And Terminology
Seneca College
Bachelor of Arts - Geography
York University
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