Jason Tang
Port Coquitlam,BC
Summary
Dedicated and sales-driven banking professional with a 12-year background in cultivating and managing customer relationships within the banking industry. Possessing a solid understanding of sales origination and cross-selling processes. Adept at assessing the financial histories of clients and establishing meaningful connections. Currently seeking a transition to a new industry where my skills can be effectively transferred
Overview
8
8
years of professional experience
1
1
Certification
Work History
Mortgage Specialist
Royal Bank Of Canada, RBC
03.2022 - Current
- Attracted new mortgage loan applications by developing relationships within existing COI (Real Estate agents, Accountant, Lawyers, Key business owners).
- Collaborate with underwriters and funding center to ensure application are approved and funded in a timely manner.
- Review client's insurance needs and provide additional creditor insurance ensure clients are covered.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Closed $30 million in mortgage sales over the 2 years.
Branch Manager
TD Canada Trust
04.2019 - 02.2022
- Created strategies to develop and expand new and existing customer sales, resulting in increase in annual sales. Increased mortgage sales volume by 15% and investment sales volume by 10% year over year.
- Coach and develop a high preforming team of fifteen staff to surpass annual sales goal while maintaining a high standard of operation and compliance standard.
- Enhanced overall branch results by effective coaching, evaluations and maintaining top talents.
- Maintain a high level of customer service to ensure repeat customers and referrals and also meeting our customer service metric.
- Generated financial and operational reports to assist management with business strategy.
- Collaborate with our district team to ensure a level of standard across our district.
- Collaborate with different department within the bank to ensure service level, risk, compliance are met.
- Being the first level of escalation for any complaint and resolve it prior to sending it to our customer cares team.
- Build and maintain internal and external partners to ensure ongoing referrals.
Assistant Branch Manager
TD Canada Trust
04.2016 - 04.2019
- Supervised and evaluated eight direct repots to help improve sales skills, achieve quarterly objectives, and attain advancement.
- Responded to customer concerns, working with other managers to significantly raise customer satisfaction ratings.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Reviewed credit applications for risk factors and credit worthiness.
- Developed sales strategy to meet established sales objectives.
Education
Business Administration
Langara College
Vancouver2008
Skills
- Mortgages and Loans Review
- Sales Origination
- Leadership
- Financial Analysis
- Real Estate Knowledge
- Cross Sales Opportunities
- Collaboration with Other Departments
- Customer Satisfaction
- Relationship Management
- Time Management
- Client Needs Analysis
- Loss Mitigation
Languages
English
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Limited Working
Certification
Canadian Securities Course
Timeline
Mortgage Specialist
Royal Bank Of Canada, RBC
03.2022 - Current
Branch Manager
TD Canada Trust
04.2019 - 02.2022
Assistant Branch Manager
TD Canada Trust
04.2016 - 04.2019
Business Administration
Langara College
Similar Profiles
Devashree PatelDevashree Patel
Quality Engineer at Royal Bank of Canada, RBCQuality Engineer at Royal Bank of Canada, RBC
NAVJOT KAURNAVJOT KAUR
Senior Banking Advisor at Royal Bank of Canada, RBCSenior Banking Advisor at Royal Bank of Canada, RBC
Harshdeep SinghHarshdeep Singh
Senior IT Analyst at Royal Bank of Canada, RBCSenior IT Analyst at Royal Bank of Canada, RBC
Jonita NoronhaJonita Noronha
Senior Banking Advisor at Royal Bank of Canada, RBCSenior Banking Advisor at Royal Bank of Canada, RBC
Michael WeingandMichael Weingand
Warehouse Worker at Westcoast CylindersWarehouse Worker at Westcoast Cylinders