ELIZABETH SHARPLEY
Winchester
Summary
Mortgage professional with comprehensive understanding of loan origination and processing. Known for effectively managing high-volume pipelines while ensuring compliance with regulatory standards. Valued for collaborative teamwork and results-driven approach adaptable to changing market conditions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
Kemptville, ON
10.2022 - Current
- Developed comprehensive financial plans tailored to client goals and risk tolerance.
- Managed investment portfolios, ensuring alignment with market trends and client objectives.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Mortgage Agent
Watters Financial Group Inc.
Winchester, ON
12.2016 - 09.2022
- Guided clients through mortgage application processes, ensuring compliance with regulations and standards.
- Analyzed financial documents to determine borrower eligibility for various mortgage products.
- Collaborated with underwriting teams to expedite loan approvals and address potential issues.
- Provided thorough explanations of various mortgage products to clients, assisting them in selecting the best option for their needs.
- Maintained a high level of professionalism in all interactions, fostering trust and building long-term client relationships.
- Developed strong relationships with real estate agents, builders, and other industry professionals to grow referral network.
- Educated clients on mortgage terms, interest rates, and repayment options to enhance understanding.
Life Accident/ Health Insurance Agent
Combined Insurance
Ottawa, ON
01.2016 - 08.2016
- Educated clients on health insurance options and policy details.
- Assisted in processing claims and resolving customer inquiries efficiently.
- Developed comprehensive client profiles to tailor insurance solutions effectively.
- Conducted regular follow-ups to ensure client satisfaction and retention.
Education
General Studies
St. Lawrence College
Kingston04-2002
Skills
- Relationship building and management
- Investment advice
- Critical thinking
- Portfolio management
- Teamwork
- Attention to detail
- Debt management
- Risk assessment
- Residential mortgage lending regulations
- Loan servicing
Certification
- Licensed Mutual Fund Representative - November 2024
Timeline
Financial Advisor
Scotiabank
10.2022 - Current
Mortgage Agent
Watters Financial Group Inc.
12.2016 - 09.2022
Life Accident/ Health Insurance Agent
Combined Insurance
01.2016 - 08.2016
General Studies
St. Lawrence College