Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jane Cogger

Lumsden

Summary

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

31
31
years of professional experience

Work History

Mortgage Specialist

Affinity Credit Union
04.2023 - 10.2024
  • Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
  • Achieved high customer retention rate through exceptional relationship management and personalized service.
  • 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.

Mortgage Specialist

Conexus Credit Union
09.2012 - 03.2023
  • Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
  • Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
  • Evaluated pay stubs, credit history, tax information and bank statements for financial status.
  • Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.
  • Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
  • Improved client satisfaction by efficiently processing mortgage applications and providing timely updates.
  • Attracted new mortgage loan applications by developing relationships within community.
  • Explained legal aspects of loan to borrower, as well as payment terms and clauses.
  • Remained updated with latest information related to mortgage products and services being offered.
  • Achieved success in closing challenging loan scenarios through creative problem-solving and persistence.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.

Bank Manager

RBC
09.1993 - 03.2023
  • Increased customer satisfaction by implementing efficient banking processes and providing exceptional service.
  • Coached and mentored staff to improve job performance, resulting in higher productivity and employee retention.
  • Built strong relationships with local businesses, fostering partnerships that benefited both parties.
  • Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.

Education

High School Diploma -

Campbell Collegiate
Regina, SK
09-1993

Skills

  • Relationship management
  • Portfolio management
  • Goal oriented
  • Document analysis
  • Sales development
  • Relationship selling
  • Data interpretation
  • Marketing expertise
  • Negotiation tactics
  • Client account management

Languages

English
Native or Bilingual

Timeline

Mortgage Specialist

Affinity Credit Union
04.2023 - 10.2024

Mortgage Specialist

Conexus Credit Union
09.2012 - 03.2023

Bank Manager

RBC
09.1993 - 03.2023

High School Diploma -

Campbell Collegiate

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Jane Cogger