Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Home Financing Advisor
Bank Of Nova Scotia
01.2022 - Current
Reviewed and executed confidential documents, contracts and disclosures.
Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
Prepared and presented contracts and other legal documents to clients.
Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
Developed new business and managed new and existing clients.
Mortgage Agent
Akal Mortgages
03.2021 - 01.2022
Analyzed loan candidate credit history to anticipate approval odds.
Trained and mentored loan officers in policies, regulations and loan industry best practices.
Provided underwriting expertise to support applicant approval.
Created loan packages based on consumer needs and financial history.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Participated in industry events and conferences to build relationships and gain market intelligence.
Mortgage Agent
Citadel Mortgages
06.2020 - 03.2021
Handle high value and pressure situations and ability to find a solution when others cannot
Maintaining relationships with clients and providing honest financial advice regarding their mortgages
Ability to cold call and call leads to acquire new clients.
Customer Service Representative
CIBC
10.2019 - 12.2019
Preform basic daily transactions such as deposits, withdrawals, bill payments and account inquiries
Promote suitable products for customers who would benefit from products
Following and practicing all bank protocols while also satisfying customers' concerns and needs.
Sales Associate
OSL Wireless - Walmart
03.2019 - 10.2019
Work with all phone providers and help customers' find a phone plan suited to their needs
Self marketing within Walmart to increase sales
Help customers with technical problems and also with billing issues
Sales Associate
Rogers
05.2018 - 03.2019
Help customers with technical problems
Sell phone plans and phones based on the customers' needs
Provide excellent customer service to enhance the experience with the company.
Construction Worker
Northridge Homes
04.2014 - 04.2018
Framing houses
Installing trim, windows, floors, and doors
Working with teams for long hours.
Working under strict deadlines and against mother nature
Sales Associate
Kitchen Stuff Plus
09.2016 - 11.2017
Balance currency, coin and cash in drawers at ends of shift and calculate daily transaction totals to reconcile balance
Worked with management in order to train new staff and created initiates to make onboarding an efficient process
Answer client inquiries, collecting data and providing responses to clients in a timely manner.
Manager Team Lead Corporate, Commercial and Small Business Banking at Republic Bank (EC) Limited (Formerly Bank of Nova Scotia)Manager Team Lead Corporate, Commercial and Small Business Banking at Republic Bank (EC) Limited (Formerly Bank of Nova Scotia)