Jaya Parithi
2541 Bridle Rd, Oshawa,Canada
Summary
In finance industry professional with over 20 years of experience in the banking sector. Having successfully navigated through multiple job levels from entry-level to high management, to now serving as a mortgage agent. Extensive knowledge and expertise in finance, combined with practical experience in the banking industry, have provided the skills needed to deliver top-notch services to clients. Deeply committed to assisting clients in achieving their financial goals, providing them with the best possible advice and support to help them make informed decisions.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Mortgage Agent
Dominion Lending
02.2019 - Current
- Recommended mortgage approvals and denials based on client application reviews
- Building relationships in Realtor/Financial planning community through networking
- Loan Underwriting
Mobile Mortgage Advisor
CIBC
10.2017 - 01.2019
- Recommended mortgage approvals and denials based on client application reviews
- Building relationships in Realtor/Financial planning community through networking
- Loan Underwriting
Manger Financial Advice
CIBC
11.2015 - 10.2017
- Hiring, training, and managing staff
- Developing and establishing monthly and annual quotas
- Compliances
Senior Financial Rep
CIBC
01.2013 - 11.2015
- Guiding clients on various financial needs
- Deals with retirement planning, investment, business accounts and lending
- Mutual funds
Financial Service Rep II
CIBC
03.2011 - 06.2013
- Guiding clients on various financial needs
- Deals with retirement planning, investment, business accounts and lending
- Mutual funds
Education
Accounting Diploma -
Seneca College
Skills
- Customer Service
- Leadership
- Communication
- Teamwork
- Problem Solving
- Computer Skills
- Mortgage underwriting
- Loan Underwriting
Certification
- Canadian Investment Funds
- Branch Manager Examination
- Mortgage License
Timeline
Mortgage Agent
Dominion Lending
02.2019 - Current
Mobile Mortgage Advisor
CIBC
10.2017 - 01.2019
Manger Financial Advice
CIBC
11.2015 - 10.2017
Senior Financial Rep
CIBC
01.2013 - 11.2015
Financial Service Rep II
CIBC
03.2011 - 06.2013
Accounting Diploma -
Seneca College
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