Destiny Riewe
Grande Prairie,AB
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Mortgage Specialist
Bank Of Montreal
01.2021 - Current
- Remained updated with latest information related to mortgage products and services
- Evaluated pay stubs, credit history, tax information and bank statements for financial status.
- Assessed clients' financial data to determine loan suitability.
- Advised clients on loan process and specialized topics in home purchasing such as New Home Buyers Programs and refinances
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Licensed Mortgage Broker
TMG - The Mortgage Group
06.2017 - 01.2021
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Developed and maintained relationships with customers, lenders and other third parties.
- Processed loan applications and monitored progress from start to finish.
Office Administrator/Broker Assistant
Elements Mortgage Team
09.2016 - 06.2017
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
- Interacted with customers by phone, email, or in-person to provide information.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Financial Advisor
Scotiabank
04.2000 - 02.2006
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Assisted clients with budgeting and cash flow management.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
Education
High School Diploma -
South Peace Senior Secondary School
Dawson CreekSkills
- Strong Written and Verbal Communication skills
- Excellent Customer Service Skills
- Accuracy in Documentation Collection, Entry and Confidentiality
- Excellent Time Management skills
- Strong Critical Thinking, Problem solving and Organizational skills
- Usage of technology such as Microsoft Office/Teams
Certification
RECA Licensed
Timeline
Mortgage Specialist
Bank Of Montreal
01.2021 - Current
Licensed Mortgage Broker
TMG - The Mortgage Group
06.2017 - 01.2021
Office Administrator/Broker Assistant
Elements Mortgage Team
09.2016 - 06.2017
Financial Advisor
Scotiabank
04.2000 - 02.2006
High School Diploma -
South Peace Senior Secondary School
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