Jackie Alles
Corunna,ON
Summary
Dedicated professional with demonstrated strengths in customer service, time management and trend tracking. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
9
9
years of professional experience
Work History
Mortgage Renewal Specialist
CIBC
08.2024 - Current
- Analyzed mortgage renewal applications to ensure compliance with lending policies and regulations.
- Facilitated client consultations to assess financial needs and provide tailored mortgage solutions.
- Streamlined renewal processes by implementing best practices, enhancing efficiency for client interactions.
- Mentored junior team members on mortgage products and industry trends to improve service delivery.
- Collaborated with cross-functional teams to address issues impacting mortgage renewals and client satisfaction.
Associate Financial Advisor
CIBC
06.2022 - 08.2024
- Maintained strong pipeline of incoming leads with networking, cold calling and referrals.
- Identified optimal products for each client and presented solutions.
- Kept clients informed and uncovered new sales opportunities with regular follow-up calls.
- Used consultative appointments focused on analyzing existing client situations and identified opportunities for improvement.
- Sold mutual funds, stocks and bonds to achieve quotas.
- Determined customers' needs by carefully reviewing current expenses and income, tax status and both short- and long-term financial objectives.
- Identified compatible investment opportunities through in-depth investigation and comparison.
Financial Advisor
Meridian Credit Union
05.2019 - 06.2022
- Determined clients' needs through consultative appointments focused on analyzing existing situations and identifying opportunities for improvement.
- Offered clients strategic advice across multiple financial products and services, including debt management, insurance coverage, and investments.
- Kept up strong pipeline of incoming leads through networking, cold calling, and referrals.
- Generated referrals from service providers, solicitors and valuers.
- Kept clients' investment portfolios up-to-date with the best plans.
- Helped clients devise personalized strategies covering insurance, savings and investment.
Administrative Secretary
Integrated Wealth Management
09.2016 - 05.2019
- Handled wide-ranging administrative tasks, including typing, word processing and data entry.
- Supported operations by handling office communications, organizing materials and setting schedules.
- Updated senior staff on operational and financial information with regular and detailed reports.
- Managed office inventory, including routine supplies, snacks and special project materials.
- Organized and maintained accurate and complete financial and asset management records.
- Kept up with important business deadlines and facilities maintenance demands with organized mindset.
Education
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Canadian Securities Institute
11.2021
Skills
Client relations
Languages
English
Full Professional
Timeline
Mortgage Renewal Specialist
CIBC
08.2024 - Current
Associate Financial Advisor
CIBC
06.2022 - 08.2024
Financial Advisor
Meridian Credit Union
05.2019 - 06.2022
Administrative Secretary
Integrated Wealth Management
09.2016 - 05.2019
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Canadian Securities Institute