Gregory Strang
Windsor,ON
Summary
Accomplished Director of Mortgage Fulfillment and Financial Advisor that is adept in documentation review and fostering client relationships. Excelled in identifying investment opportunities and optimizing mortgage processes, achieving high customer retention through analytical processes and exceptional time management.
Overview
9
9
years of professional experience
Work History
Director of Mortgage Fulfillment
Stonefield Mortgage
09.2021 - Current
- Approved or denied loans based on established criteria and underwriting guidelines.
- Identified possible fraud risks through meticulous evaluation of application materials, protecting both lenders and homebuyers from potential losses.
- Analyzed and verified applicant's income, assets and credit history in order to and accommodate and provide the best mortgage opportunity.
- Managed the CRM and processes within the company
- Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines.
- Negotiated and communicated with lenders and loan applicants to reach an amicable mortgage agreement.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Real Estate Investor
Self Employed
03.2015 - Current
- Conducted detailed financial analysis to identify and evaluate market changes, investments and trends.
- Monitored rent collections and resolved tenant disputes quickly and effectively.
- Developed efficient systems for tracking property expenses, enabling accurate budgeting and financial reporting.
- Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
Mobile Mortgage Specialist
TD Canada Trust
02.2018 - 03.2020
- Achieved high customer retention rate through exceptional relationship management and personalized service.
- Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
- Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
- Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
- Maintained up-to-date knowledge of industry trends, enabling informed decision-making and accurate advice for clients.
Server
Johnny Shotz
02.2015 - 03.2020
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
Financial Advisor
TD Canada Trust
10.2015 - 01.2018
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with team members to streamline processes and improve overall client experience.
Education
Bachelor of Business Administrative -
University of Windsor
Windsor, ON05.2010
Skills
- Documentation review
- Underwriting guidelines
- Residential mortgage lending regulations
- Application analysis
- Market knowledge
- Analytical and critical thinking
- Time management
- Attention to detail
Timeline
Director of Mortgage Fulfillment
Stonefield Mortgage
09.2021 - Current
Mobile Mortgage Specialist
TD Canada Trust
02.2018 - 03.2020
Financial Advisor
TD Canada Trust
10.2015 - 01.2018
Real Estate Investor
Self Employed
03.2015 - Current
Server
Johnny Shotz
02.2015 - 03.2020
Bachelor of Business Administrative -
University of Windsor
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