Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Mortgage Specialist
Pineapple
11.2022 - Current
Evaluated pay stubs, credit history, tax information and bank statements for financial status.
Explained legal aspects of loan to borrower, as well as payment terms and clauses.
Remained updated with latest information related to mortgage products and services being offered.
Created profitable and efficient solutions.
Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
Manager
Petro Canada
07.2010 - 05.2022
Accomplished multiple tasks within established timeframes.
Onboarded new employees with training and new hire documentation.
Cross-trained existing employees to maximize team agility and performance.
Maximized performance by monitoring daily activities and mentoring team members.
Developed and maintained relationships with customers and suppliers through account development.
Evaluated employees' strengths and assigned tasks based upon experience and training.
Approved regular payroll submissions for employees.
Accounts Payable Clerk
First Air
04.2007 - 03.2010
Prepared vendor invoices and processed incoming payments.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Maintained good working relationships with vendors and resolved disputes.
Reviewed vendor invoices for appropriate documentation and validity prior to payment.
Reported financial data and updated financial records in ledgers and journals.
Generated and submitted invoices based upon established accounts receivable schedules and terms.