Johnny Jiang
Markham,ON
Summary
Well-organized Mortgage Specialist holding 10 years of comprehensive experience and an in-depth knowledge of Residential and Commercial loan programs. Detail-oriented and diligent with talents in gathering borrower information and verifying loan documents. Recognized for closing on 107 mortgage loans with current loan amount of $16M this year. Talented at educating and advising clients on home buying process and how to better manage mortgage.
Overview
5
5
years of professional experience
Work History
Mortgage Specialist
Bank Of Montreal
Toronto, ON
07.2022 - Current
- Provided guidance on loan products and services to prospective borrowers.
- Developed and maintained relationships with local real estate agents.
- Researched current market trends to identify potential opportunities for clients.
- Monitored progress of loan applications throughout the entire process from start to finish.
- Handled customer inquiries regarding loan status or requirements via phone or email.
- Offers marketing, event coordination, and general administrative assistance in order to establish positive and continuing relationships with referral network.
Business Development Manager
Wealth One Bank of Canada
Toronto, ON
09.2019 - 07.2022
- Prioritized and organized tasks to efficiently accomplish service goals.
- Assisted with customer requests and answered questions to improve satisfaction.
- Leverage Banking products suite to deliver on needs and provide tailored solutions for the individual and business clients.
- Develop a strong customer base and network in collaboration with the sales support and marketing teams, including promoting banking products and program to brokers and real estate agents.
- Handling residential and commercial mortgage from direct or broker channel.
Education
Bachelor of Arts - Economics
Acadia University
Wolfville, NS05.2011
Skills
- Credit Verification
- Loan Processing
- Financial Analysis
- Sales Development
- Underwriting Process Expertise
- Client Account Management
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual
Timeline
Mortgage Specialist
Bank Of Montreal
07.2022 - Current
Business Development Manager
Wealth One Bank of Canada
09.2019 - 07.2022
Bachelor of Arts - Economics
Acadia University
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