Summary
Overview
Work History
Education
Skills
Awards And Honours
Volunteer Experience
References
Timeline
Generic

Dan Creighton

Summary

Personable Mortgage Specialist with 8 years of experience in Canadian Mortgage market. Accomplished an over 65% increase in referrals and mortgages within the Edmonton area for Finevo. Top agent for mortgage referrals for BMO in 2021, 2nd Top agent for mortgage referrals for BMO in 2022. Consistently manages an average of $40 million in mortgages per year. Skilled in creating and maintaining client and agent relationships.

Overview

21
21
years of professional experience

Work History

Mortgage Specialist

BMO
12.2019 - Current
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
  • Gather and analyze financial information, submit credit and loan applications to branch or credit manager with recommendations for approval
  • Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
  • Assist clients through every step of the mortgage process from application through to final documentation
  • Build and maintain relationships with clients
  • Training of financial advisor partners.

Regional Vice President

Finevo
02.2016 - 12.2019
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
  • Complete credit and loan documentation
  • Submit credit and loan applications to mortgage lenders with recommendations for approval
  • Maintain client and referral partner relationships
  • Training of financial advisor partners.

Branch Manager

World Financial Group
04.2014 - 01.2015
  • Monitor processing of insurance and investment applications
  • Ensure the institution's policies and procedures are followed according to established guidelines and make recommendations for improvement
  • Ensure credit policies and procedures are followed according to established guidelines and applicable legislation.

Senior Marketing Director

World Financial Group
01.2003 - 04.2014
  • Establish client insurance coverage, calculate premiums and establish method of payment
  • Identify and solicit potential clientele
  • Develop long-term relationships with their clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios
  • Monitor clients' investment portfolios and ensure that investment transactions are carried out according to industry regulations
  • Prepare reviews of portfolios' positions
  • Recruit and train new WFG agents.

Education

Mortgage Broker -

RECA
Edmonton, Alberta
01.2016

Canadian Investment Funds Course -

Business Career College
Edmonton, Alberta
01.2004

Life License Qualification Program (LLQP) -

Business Career College
Edmonton, Alberta
01.2004

Skills

  • Wholesaler experience with Finevo and BMO (building relationships with agents)
  • Building on existing relationships with agents and expanding referral territories
  • Well versed in presenting to both large and small groups
  • Proficient in computer and other technologies
  • Able to create lasting connections with new and current partnerships

Awards And Honours

  • 110k Ring, 2012
  • WFG Income Award, 2013
  • 250k Ring, 2013
  • WFG Income Award, 2010
  • Lending Referral Program, 2021, Number 1 across Canada for mortgages closed from referrals from Insurance and Investment Advisors
  • Lending Referral Program, 2022, Number 2 across Canada for mortgages closed from referrals from Insurance and Investment Advisors

Volunteer Experience

  • Winning Culture Committee, BMO, Worked on improving winning culture behavior, employee engagement, ethics and conduct, and strategic priorities, Edmonton, Alberta, Canada
  • Edmonton Food Bank, Participate yearly in the city wide food drive, including flyer delivery and food donation pick up, Edmonton, Alberta, Canada
  • LDS Church, Variety of service opportunities working with children, youth and adults, Edmonton, Alberta, Canada

References

References available upon request

Timeline

Mortgage Specialist

BMO
12.2019 - Current

Regional Vice President

Finevo
02.2016 - 12.2019

Branch Manager

World Financial Group
04.2014 - 01.2015

Senior Marketing Director

World Financial Group
01.2003 - 04.2014

Mortgage Broker -

RECA

Canadian Investment Funds Course -

Business Career College

Life License Qualification Program (LLQP) -

Business Career College

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Dan Creighton