Summary
Overview
Work History
Education
Skills
Licensing And Certifications
Timeline
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Emmanuel Odume

Windsor,ON

Summary

Licensed Mortgage Agent with REMIC certification and a well-rounded background in mortgage lending, sales, and financial advice, with exposure to areas like wealth management, investment banking, and commercial banking. Known for aligning client financial goals with the right financing options by leveraging in-depth product knowledge, understanding of industry regulations, and experience in underwriting and risk assessment. Recognized for strong interpersonal skills, a drive to succeed, and a genuine, honest, and enthusiastic approach to relationship building. Adept at navigating regulatory requirements and offering technical assistance, including the use of assistive technology, to support client accessibility and understanding. Brings an entrepreneurial spirit, flexibility, and a commitment to continuous professional development and service excellence in both retail and private banking environments.

Overview

1
1
year of professional experience

Work History

Mortgage Specialist

Primerock Capital
Windsor, Canada
10.2023 - 02.2025
  • Delivered personalized mortgage and financing consultations, focusing on helping clients achieve their financial goals
  • Assisted in document collection and underwriting reviews to ensure full compliance with all industry regulations and lender criteria
  • Maintained a high level of product knowledge and provided technical assistance using assistive technologies for accessible communication
  • Provided guidance on private banking and wealth management options through strategic referrals when appropriate
  • Excelled in sales support, cross-selling complementary products to meet the broader needs of clients and their families
  • Participated in ongoing professional development and training to stay current on regulatory requirements and lending practices
  • Proactively engaged with clients through an enthusiastic, honest, and supportive approach to building long-term relationships
  • Applied advanced negotiation skills to secure the best terms and rates for clients, strengthening overall client satisfaction
  • Supported internal teams with administrative and compliance-related tasks, promoting accountability and timely delivery
  • Acted with flexibility and professionalism in dynamic client-facing situations, reflecting an entrepreneurial approach to growth

Education

Mortgage Agent Certificate -

Real Estate and Mortgage Institute of Canada (REMIC)
08.2022

Skills

  • Mortgage Origination & Underwriting Support
  • Financial Needs Analysis & Wealth Management Referrals
  • Sales, Cross-Selling & Product Knowledge
  • Personal, Business & Commercial Lending
  • Private Banking & Investment Banking Familiarity
  • Strategic Negotiation & Financing Solutions
  • Relationship Building & Customer Experience
  • Industry Regulations & Regulatory Compliance
  • Technical Assistance & Assistive Technology Tools
  • Communication Skills & Written Documentation
  • Entrepreneurial Mindset & Flexible Problem-Solving
  • Interpersonal Skills & Team Collaboration
  • Self-Management & Accountability
  • Retail Banking Operations & Service Requests
  • Marketing Strategy & Professional Development Initiatives

Licensing And Certifications

  • Mortgage Agent Certificate – Real Estate and Mortgage Institute of Canada (REMIC), August 2022
  • FSRA Licensing Ready – Eligible for licensing under FSRA upon request or required registration

Timeline

Mortgage Specialist

Primerock Capital
10.2023 - 02.2025

Mortgage Agent Certificate -

Real Estate and Mortgage Institute of Canada (REMIC)

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Emmanuel Odume