John Qeisieh
Whitby,Canada
Summary
Experienced financial professional with a track record of delivering impactful results in client financial planning and investment strategies. Demonstrates strong team collaboration and adaptability, ensuring reliable performance in fluctuating environments. Skilled in financial analysis, customer relationship management, and compliance with regulatory standards. Known for effective communication, problem-solving abilities, and a results-driven mindset. Solid foundation in banking, prepared to deliver exceptional service and financial guidance. Proven ability to collaborate effectively within teams and adapt to changing needs while consistently achieving results. Reliable, flexible, and driven to exceed expectations in every task.
Overview
25
25
years of professional experience
Work History
Professional Lending and Advices
TD Canada trust
01.2022 - Current
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial
- Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
- Assessed credit risk and analyzed financial statements.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Ensured compliance with internal policies and regulatory requirements through diligent documentation of all credit decisions.
- Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
Mobile Mortgage Advisor
Canadian Imperial Bank Of Commerce
01.2020 - 01.2022
- Identify and analyze to ensure complete understanding of the customer needs, experience in Real Estate lending and knowledge of underwriting guideline
- Recommend appropriate solution, products and or alternative option to resolve customer needs
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Assessed clients' financial data to determine loan suitability.
- Exceeded sales targets by cultivating strong relationships with real estate professionals, generating a steady stream of referral business.
- Collaborated with lenders to secure competitive interest rates and terms, resulting in more affordable home financing options.
- Analyzed local real estate market conditions and trends to identify profitable investment opportunities.
Customer Service Representative
Canada Trust Bank
01.2019 - 01.2020
- Researched and resolved customer issues regarding their accounts
- Opened new customer checking and saving accounts
- Promoted bank services and products results in branch sales increase
- Maintained confidentiality of bank records and client information
- Received regional branch recognition award for outstanding customer service
Gaming Inspector/Dual Pit Manager
Great Blue Heron
01.2000 - 01.2018
- Oversaw gaming staff and their supervisors
- Monitored activity at the gaming tables and resolved issues as they arose
- Addressed customer concerns escalated from dealers and other front-line staff
- AML suspicious transaction and activity and SAB fillings
- Attention to details
- Understanding of Canadian AML/ATF regulatory requirements
Education
Mobile Mortgage Advisor License - undefined
CIBC Bank
01.2020
FINTRAC Anti-Money Laundering - undefined
Great Blue Heron Casino
01.2018
Bachelor - Business Administration And Management
Bethlehem University
Bethlehem, Isreal 04.1996
High School Diploma -
Paul Dwyer
Oshawa, ON06.1990
Skills
- MS Office suite
- Financial and operational reporting
- Excellent attention to detai
- Financial planning
- Residential mortgage lending regulations
- Credit analysis
- Analytical and critical thinking
Languages
Arabic
Full Professional
Timeline
Professional Lending and Advices
TD Canada trust
01.2022 - Current
Mobile Mortgage Advisor
Canadian Imperial Bank Of Commerce
01.2020 - 01.2022
Customer Service Representative
Canada Trust Bank
01.2019 - 01.2020
Gaming Inspector/Dual Pit Manager
Great Blue Heron
01.2000 - 01.2018
Mobile Mortgage Advisor License - undefined
CIBC Bank
FINTRAC Anti-Money Laundering - undefined
Great Blue Heron Casino
Bachelor - Business Administration And Management
Bethlehem University
High School Diploma -
Paul Dwyer
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