Jonathan Sutherland
Enderby,Canada
Summary
Experienced with mortgage loan origination, underwriting, and client consultation. Utilizes thorough knowledge of financial regulations and market conditions to provide sound advice. Track record of building strong client relationships and delivering tailored mortgage solutions.
Overview
19
19
years of professional experience
Work History
Mobile Mortgage Advisor Assistant
CIBC
09.2025 - Current
- Advised clients on mortgage options, ensuring alignment with financial goals.
- Evaluated client financial profiles to recommend appropriate lending solutions.
- Facilitated mortgage applications from initiation to closing, enhancing customer experience.
- Ensured compliance with all regulatory requirements throughout each step of the mortgage application process, protecting both clients and the company from potential legal issues.
Mortgage Consultant
Mortgage Alliance
06.2024 - 09.2025
- Educate clients on mortgage processes, build trust, facilitate informed choices, enhance satisfaction
- Implemented a client follow-up system, streamlining communication and driving noticeable results in client retention.
- Partnered with real estate agents to identify market opportunities, leading to marked gains in referral business.
Mortgage Advisor
CIBC
01.2015 - 03.2024
- Provided tailored financial advice, enhancing client understanding of mortgage products and ensuring informed decision-making.
- Evaluated client financial profiles to recommend optimal mortgage solutions, resulting in noticeable gains in client satisfaction.
- Guided clients through complex mortgage processes, achieving substantial improvements in loan approval rates and client retention.
Senior Underwriter - Risk Manager
CIBC
04.2007 - 01.2015
- Maintained comprehensive documentation of underwriting processes, ensuring accuracy and adherence to regulatory standards.
- Fostered a team-oriented environment, mentoring junior underwriters to enhance their skills and confidence in risk evaluation.
- Orchestrated cross-functional training sessions to enhance team capabilities in risk assessment, fostering a culture of shared learning.
Education
Certificate - Project Management
Okanagan College
Kelowna, BC04.2018
Skills
- Results-driven
- Team collaboration skills
- Real estate market awareness
- Loan origination
- Mortgage plan advising
- Underwriting expertise
- Credit assessment
- Risk evaluation
Timeline
Mobile Mortgage Advisor Assistant
CIBC
09.2025 - Current
Mortgage Consultant
Mortgage Alliance
06.2024 - 09.2025
Mortgage Advisor
CIBC
01.2015 - 03.2024
Senior Underwriter - Risk Manager
CIBC
04.2007 - 01.2015
Certificate - Project Management
Okanagan College