Summary
Overview
Work History
Education
Skills
Timeline
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Emily Alves

Innisfil,ON

Summary

Dynamic mortgage agent with extensive experience at RBC, excelling in relationship management and financial product knowledge. Proven track record of negotiating competitive rates and delivering tailored solutions, enhancing client satisfaction. Adept at credit evaluation and effective communication, ensuring clients receive optimal support and innovative strategies for their financial needs.

Overview

35
35
years of professional experience

Work History

Caregiver/Retired

Self
Innisfil, Ontario
07.2020 - Current
  • retired to provide care for elderly, ailing parents

Mortgage Agent

self
Mississauga, Ontario
03.2013 - 07.2025
  • Cultivated strong relationships with clients through expert mortgage product advice.
  • Conducted thorough financial assessments to evaluate applicants' creditworthiness.
  • Compiled necessary documentation for loan approval, including tax returns and bank statements.
  • Negotiated competitive rates with lenders to benefit clients.
  • Created innovative solutions aligning client needs with federal regulations.
  • Coordinated interactions among clients, lenders, lawyers, and relevant stakeholders.
  • Advised borrowers on effective debt management strategies.
  • Responded promptly to customer inquiries related to loans.

Mortgage Agent

RBC
Mississauga, Ontario
09.1990 - 04.2013
  • Managed investment and lending needs for top branch clients as senior account manager and mortgage agent at RBC.
  • Held multiple roles at RBC, ensuring client satisfaction through tailored financial solutions.
  • Provided expert guidance on mortgage products and investment strategies to enhance client portfolios.

Education

High School Diploma -

Gordon Grayson Memorial Secondary School
Mississauga, ON
06-1988

Skills

  • Relationship management
  • Problem solving
  • Effective communication
  • Financial product knowledge
  • Credit evaluation
  • Customer support excellence
  • Sales techniques

Timeline

Caregiver/Retired

Self
07.2020 - Current

Mortgage Agent

self
03.2013 - 07.2025

Mortgage Agent

RBC
09.1990 - 04.2013

High School Diploma -

Gordon Grayson Memorial Secondary School

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Emily Alves