Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Edgar Postigo

Montreal,QC

Summary

I am an experienced mortgage advisor, looking for a new opportunity to enhance my skills and gain more experience and knowledge. I have been in the financial industry since 2014. I have a very high interest in Real Estate and Investments. Business development (networking, solicitations, presentations) Referrals to partners Create partnerships with businesses Maintaining a well fueled pipeline with opportunities

Overview

9
9
years of professional experience

Work History

Mobile Mortgage Advisor

CIBC
09.2020 - Current
  • Purchases. refinances. transfers. pre approvals
  • Network (if possible 1 network event per month)
  • Maintain and establish relationships with partners (visit, text or call my partners once or twice per month)
  • Presentations
  • Leads (2 files per week)

Financial Advisor

National Bank Of Canada
09.2017 - 09.2020
  • 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.
  • Sales

Customer Service representative

NATIONAL BANK OF CANADA
04.2014 - 09.2017
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Sales

Education

Certificate - Administration

Université Du Québec À Montréal (UQAM)
Montreal, QC

Skills

  • Cross sales
  • Referrals to partners
  • Focus on client’s needs
  • Excellent soft skills, high emotional IQ
  • Consultative selling skills (needs based selling)
  • Team player, positive and energetic
  • Excellent organizational skills
  • Coachable and adaptable to change
  • Mortgage Sales
  • Residential Mortgage Solutions

Accomplishments

  • 13M in sales on an 10M annual target in 2021
  • 35m in sales on an 15M annual target in 2022
  • Currently ranked 166th in Canada (top 25% in Canada with CIBC)

Languages

  • FRENCH
  • ENGLISH
  • SPANISH

Timeline

Mobile Mortgage Advisor

CIBC
09.2020 - Current

Financial Advisor

National Bank Of Canada
09.2017 - 09.2020

Customer Service representative

NATIONAL BANK OF CANADA
04.2014 - 09.2017

Certificate - Administration

Université Du Québec À Montréal (UQAM)

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Edgar Postigo