Hayley Cross
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Overview
7
7
years of professional experience
Work History
Financial Security Advisor
Financial Destinations Group
10.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Mortgage Broker
Flare Mortgage Group
03.2020 - Current
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal financing for home purchases.
- Assessed clients' financial data to determine loan suitability.
- Worked with underwriters to fix application problems and resolve issues.
- Mentored other mortgage brokers in methods to help each land new clientele.
- Explained entire mortgage loan process to borrower.
- Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
Mortgage Broker
TMG The Mortgage Group
01.2019 - 03.2020
- Explained different types of loans pertaining to client situations.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Assessed clients' financial data to determine loan suitability.
Director
Alberta Mortgage Broker Association AMBA
04.2022 - Current
- Make decisions related to the strategic direction, priorities and finances of the Association. The Board of Directors also hires and manages the CEO who leads the day-to-day operations of
the Association and is accountable to the Board. - Optimize the collection of diverse ideas and perspectives in shaping a group outcome.
- Ensure clear communication and reporting between the Committee and the Board of Directors.
- Manage member expectations.
Volunteer Director
motionball Marathon of Sport Edmonton
06.2016 - Current
- Created strategic plans with measurable goals to develop funding for our annual event.
- Raised over $350,000 in corporate sponsorship funds for the Special Olympics Foundation since 2017.
- Planned and implemented fundraising events.
- Attended events to develop a professional network of potential donors.
- Planned and coordinated fundraising events.
Education
Bachelor of Arts - Psychology
MacEwan University
Edmonton, AB05-2014
Bachelor of Arts - General Studies
The King's University College
Edmonton, AB05-2011
Skills
- Making Insurance Decisions
- Financial Knowledge
- Customer Loyalty
- Insurance Recommendation
- Financial Profiling
Accomplishments
Executive's Club 2021 and 2022
Issued by Verico Canada · May 2023
The VERIS award is granted to Mortgage Brokers who have earned the distinction by achieving top performance milestones within the VERICO network. $15mm or 30 funded deals.
CMP Rising Star 2022
Issue by Canadian Professional Magazine · November 2022
CMP's Rising Stars 2022 highlights Canada's top young mortgage talent. The Rising Stars have a passion for the mortgage industry and an appreciation for the deep and personal role that their advice plays in the lives of all their clients. The CMP team reviewed all nominations, narrowing the list down to 44 of the industry's most outstanding young professionals.
Timeline
Financial Security Advisor
Financial Destinations Group
10.2022 - Current
Director
Alberta Mortgage Broker Association AMBA
04.2022 - Current
Mortgage Broker
Flare Mortgage Group
03.2020 - Current
Mortgage Broker
TMG The Mortgage Group
01.2019 - 03.2020
Volunteer Director
motionball Marathon of Sport Edmonton
06.2016 - Current
Bachelor of Arts - Psychology
MacEwan University
Bachelor of Arts - General Studies
The King's University College
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