John Park
Toronto,Canada
Summary
Energetic mortgage professional with a strong track record in mortgage sales, client retention, and relationship management. Known for excellent communication, fast execution, and building long-term trust with clients, lenders, and referral partners to drive business growth.
Overview
9
9
years of professional experience
3
3
years of post-secondary education
Work History
Mortgage Agent
True North Mortgage
Toronto, ON
04.2025 - Current
- Funded over $25M in mortgage volume since April 2025 across purchase, refinance, renewal, and reverse mortgage transactions.
- Access and compare mortgage solutions from a network of 35+ lenders to provide competitive financing options tailored to client needs.
- Collaborate with lender BDMs to interpret underwriting guidelines and structure solutions for complex mortgage scenarios.
- Deliver strong sales and customer service while managing end-to-end mortgage files, client education, compliance, and lender submissions.
- Recognized as a high-performing team member, achieving the highest Google review count on the team in Q1 2026 with zero client complaints.
- Train new agents among team to help them to achieve their yearly targets and guidelines.
Mortgage Agent
Dominion Lending centre
10.2024 - 04.2025
- Develop new business opportunities through referral source generation, networking, and relationship building with realtors, financial professionals, and past clients.
- Build and maintain strong relationships with 35+ lenders, BDMs, and industry partners to identify suitable financing solutions and stay current on underwriting guidelines and product offerings.
- Manage the full mortgage process including client consultation, needs analysis, document collection, lender submission, compliance review, and funding coordination while delivering strong customer service and timely communication.
Mortgage Specialist
First National LP
05.2024 - 10.2024
- Analyzed market trends to advise clients on competitive mortgage products.
- Reviewed mortgage renewal application
- Assisted clients in understanding mortgage options and renewal terms.
- Educated clients on potential refinancing opportunities and financial benefits.
Associate Financial Advisor
CIBC
Toronto, ON
12.2023 - 05.2024
- Guided clients through mortgage application process and documentation requirements.
- Managed client inquiries and resolved issues related to loan processing efficiently.
- Generated new business and boosted sales using extensive knowledge, target market penetration, partner relationships and customer care techniques.
- Analyzed client financial needs and developed tailored investment strategies.
- Educated clients on financial products, services, and investment options available.
Financial Services Representative (FSR)
CIBC Square HQ
Toronto, Canada
06.2022 - 12.2023
- Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention
- Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific plans and services
- Assisting clients their investment needs - Mutual Fund, RRSP, TFSA, GIC, Loans and Mortgage sales and managing client relationships
- Achieved 3times Quarterly goal
Customer Services Representative (CSR)
CIBC Main Branch
Toronto, Canada
09.2021 - 06.2022
- Maintained high customer satisfaction standards to meet or exceed targets.
- Handled customer issues with confidence, using complex problem solving to provide effective resolution.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Trained new hires on customer service policies and procedures.
Distribution Manager
Kibo House
Toronto, Canada
08.2018 - 08.2021
- Working closely with multiple vendors to source product and manage inventory
- Implemented productivity, cost and performance management programs to meet on-time delivery requirements increasing service levels
- Scheduling inventory supply to over 30 restaurants and managing deliveries
- Provided ongoing operational process analysis, communicated project status and identified and resolved operational issues and constraints
- Oversees in house production of all condiment and side options for network of restaurants
Shift Supervisor
Starbucks 65 Queen W
Toronto, Canada
03.2017 - 08.2018
- Balanced business needs immediate partner and customer demands
- Daily food pulls and inventory counts including ordering product from central vendor
- Communicated clearly, concisely and accurately in order to ensure effective store operations
- Demonstrated integrity, honesty, and knowledge that promote culture, values, and mission of Starbucks
- Delivered successful training to more than 8 employees during tenure, educating on successful work environment
- Completed cash and credit card transactions accurately using POS software.
Education
Mortgage Agent 1 - Mortgage Licensing
REMIC
06.2023 - 05.2026
Financial Representative Deployment Program -
CIBC
TorontoLicense Certificate - Investment Funds in Canada
Canadian Securities Institute
TorontoDiploma - Hospitality & Hotel management
George Brown College
TorontoBachelor's - Business Management
Konkuk University
Seoul, KoreaSkills
- Mortgage solutions
- Compliance management
- Relationship building
- Problem solving
- Sales strategies
- Team training
- Portfolio management
- Relationship management
- Underwriting
- Regulatory compliance
- Time management mastery
- Team leadership
Timeline
Mortgage Agent
True North Mortgage
04.2025 - Current
Mortgage Agent
Dominion Lending centre
10.2024 - 04.2025
Mortgage Specialist
First National LP
05.2024 - 10.2024
Associate Financial Advisor
CIBC
12.2023 - 05.2024
Mortgage Agent 1 - Mortgage Licensing
REMIC
06.2023 - 05.2026
Financial Services Representative (FSR)
CIBC Square HQ
06.2022 - 12.2023
Customer Services Representative (CSR)
CIBC Main Branch
09.2021 - 06.2022
Distribution Manager
Kibo House
08.2018 - 08.2021
Shift Supervisor
Starbucks 65 Queen W
03.2017 - 08.2018
Financial Representative Deployment Program -
CIBC
License Certificate - Investment Funds in Canada
Canadian Securities Institute
Diploma - Hospitality & Hotel management
George Brown College
Bachelor's - Business Management
Konkuk University