Summary
Overview
Work History
Skills
Timeline
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Jackie Grinnell

Mortgage Agent
Ottawa,ON

Summary

Proven Mortgage Agent at Mortgage Brokers Ottawa, adept in streamlining loan processes and enhancing client financial standing. Leveraged strong organizational skills and problem-solving abilities to expand client base and ensure high satisfaction. Excelled in delivering personalized mortgage solutions and educational presentations, significantly contributing to business success.

Overview

14
14
years of professional experience

Work History

Mortgage Agent

Mortgage Brokers Ottawa
05.2011 - Current
  • Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
  • Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
  • Collaborated with different lenders to find best possible deal for homebuyers.
  • Explained entire mortgage loan process to borrower.
  • Assessed clients' financial data to determine loan suitability.
  • Assisted clients in understanding complex mortgage terms and conditions, empowering them to make informed decisions about their home financing options.
  • Implemented efficient documentation practices that expedited processing times while ensuring compliance with industry regulations.
  • Facilitated smooth communication between all parties involved in transactions, resulting in successful loan closings and satisfied clients.
  • Delivered educational presentations on mortgage topics at local events or workshops, raising community awareness of available home financing options.
  • Ensured exceptional customer service by maintaining consistent communication throughout the entire loan origination process.
  • Enhanced client satisfaction by providing personalized mortgage solutions tailored to individual financial needs.
  • Developed marketing strategies to consistently generate new leads and expand client base, driving business success.
  • Provided ongoing support for past clients to maintain strong relationships and encourage referrals for future business opportunities.

Skills

  • Strong organizational and interpersonal skills
  • Independent worker
  • Problem-solving abilities
  • Verbal and written communication
  • Computer skills

Timeline

Mortgage Agent

Mortgage Brokers Ottawa
05.2011 - Current
Jackie GrinnellMortgage Agent