Experienced in cultivating strong relationships with clients and mortgage brokers across Ontario, Quebec, and nationwide. Thrives in collaborative team environments to mitigate risk and optimize organizational efficiency.
Overview
6
6
years of professional experience
Work History
Bilingual Fulfillment Analyst
First National
11.2023 - Current
Review documents including title insurance , commitment letter, CMHC COI,Appraisals and interim report for accuracy
Working with high-net-worth clients on unique and complex real estate investments
Liaise with solicitors to confirm all requirements are met for client fund disbursement
Bilingual Tax Administrator
First National
02.2022 - 11.2023
Respond to high volume emails from clients and mortgage brokers within established turn around times
Interact with mortgage brokers to collect required documentation in order to remit taxes for clients
Build and maintain positive relationships with external partners such as the City and mortgage brokers
Bilingual Customer Care Representative
Concentrix
01.2020 - 02.2022
Maintain positive relationships with clients while handling up to 100 ongoing files.
Document key details on clients concerns so the team can determine how we can best assist them
Sales Associate
East Liberty Marketing
05.2019 - 12.2019
Conduct daily outreach to up to 80 people to drive awareness and fundraising initiatives for CAMH and Plan International.
Contract Specialist at National Institutes of Health National Library of MedicineContract Specialist at National Institutes of Health National Library of Medicine