JAMIE FULLER
Calgary,AB
Summary
20+ years of experience fostering positive relationships with both borrowers and lenders. Skilled in workplace collaboration and strategy development.
Overview
19
19
years of professional experience
Work History
Mortgage Broker
Jayman Financial
12.2022 - 12.2023
- Worked closely with lenders, underwriters and mortgage insurance companies to ensure all mortgage applications were handled effectively.
- Facilitated smooth communication between all parties involved, resulting in successful mortgage closings and satisfied clients.
- Performed financial assessments to determine borrower eligibility.
- Reviewed all financial documents, including T1 Generals, Notice of Assessments, T2 Generals, Business Financials, pay stubs and bank statements, to determine client's financial situation..
- Carefully evaluated mortgage requests to ensure that applications were properly submitted, resulting in a high approval rating.
- Ensured exceptional customer service by maintaining consistent communication throughout the entire mortgage process.
- Developed strategies to retain existing clients and maintain long-term connections resulting in repeat business opportunities.
- Stayed up-to-date on current market trends and regulatory changes.
- Maintained a strong network of industry professionals, fostering valuable partnerships that benefited clients and business growth.
- Remained updated with latest information related to mortgage products and services being offered.
- Attracted new mortgage applications by developing relationships within community.
Mortgage Broker/Associate
Evermark Mortgage Group
04.2020 - 12.2022
- 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..
- Assessed clients' financial data to determine loan suitability.
- Streamlined the loan application process for faster approvals and increased customer retention.
- Mentored junior team members by sharing best practices and expertise acquired over years of experience.
- Researched and updated industry knowledge on changing legislation and regulations.
- Provided guidance and consultation to clients to make well-informed decisions in real estate investments.
- Processed loan applications and monitored progress from start to finish.
- Assessed lapplications for compliance with underwriting policies.
Mobile Mortgage Advisor
CIBC
01.2016 - 04.2020
- My role with CIBC was the same as my role with TD including building and maintaining relationships with both clients and centers of influence such as realtors, builders, financial advisors, analyzing documents and credit reports, practicing due diligence and providing excellent customer service.
Mobile Mortgage Specialist
TD Bank
10.2009 - 01.2016
- 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.
- Enhanced team productivity by mentoring junior mortgage specialists and sharing best practices.
- Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines.
- Developed new business while maintaining existing business.
- Remained updated with latest information related to mortgage products and services being offered.
- Mitigated credit risk by conducting thorough due diligence checks on all applicants, safeguarding the organization''s interests.
- Maintained up-to-date knowledge of industry trends, enabling informed decision-making and accurate advice for clients.
Financial Advisor
TD Bank
04.2008 - 10.2009
- In April of 2008, I relocated to Calgary and returned to the role of a Financial Advisor.
Manager of Customer Service
TD Bank
08.2006 - 04.2008
- Managed cash inventory for the branch and surrounding ATM's. Ensured the cash on hand stayed with thresholds.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Managed a team of 17 customer service representatives, focussing on a positive work environment, teamwork and collaboration.
- Trained and regularly mentored staff on performance-oriented strategies and customer service techniques.
- Conducted regular performance evaluations for team members, identifying areas for improvement and creating targeted action plans.
- Conducted quarterly customer satisfaction surveys to identify areas for improvement.
- Improved team morale by establishing recognition program for exceptional customer service.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Recruited, interviewed and hired employees.
Financial Advisor
TD Bank
01.2005 - 08.2006
- 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.
- Collaborated with team members to streamline processes and improve overall client experience.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Conducted market research to stay ahead of financial trends, enabling informed advisory services.
- Helped clients make informed decisions about financial future.
Education
Mortgage Broker License -
RECA/AMBA
Calgary, AB04.2020
Professional Financial Planning -
Canadian Securities Institute
Canadian Securities Course -
Canadian Securities Institute
Mutual Fund License -
Institute of Canadian Bankers
Skills
- Strong negotiation skills
- Superior customer service
- Effective problem solving
- Ethical business practices
- Goal-oriented mindset
- Detail-oriented approach
- In-depth industry knowledge
- Decision Making Aptitude
- Proactive lead generation
- Comprehensive product knowledge
- Reliable networking
- Business Development
Totalexperienceyears
25
Highesteducationlevel
AEC / DEP or Skilled Trade Certificate
Timeline
Mortgage Broker
Jayman Financial
12.2022 - 12.2023
Mortgage Broker/Associate
Evermark Mortgage Group
04.2020 - 12.2022
Mobile Mortgage Advisor
CIBC
01.2016 - 04.2020
Mobile Mortgage Specialist
TD Bank
10.2009 - 01.2016
Financial Advisor
TD Bank
04.2008 - 10.2009
Manager of Customer Service
TD Bank
08.2006 - 04.2008
Financial Advisor
TD Bank
01.2005 - 08.2006
Mortgage Broker License -
RECA/AMBA
Professional Financial Planning -
Canadian Securities Institute
Canadian Securities Course -
Canadian Securities Institute
Mutual Fund License -
Institute of Canadian Bankers
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