JORDAN WYBORN
St. Catharines,ON
Summary
Performance-driven professional with 9 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Wide variety of expertise in many areas including commercial and residential real estate, loan origination and SaaS product onboarding.
Overview
8
8
years of professional experience
Work History
Client Onboarding Specialist
Mortgage Automator
05.2023 - Current
- Enhanced team productivity by streamlining processes and implementing time-saving strategies
- Developed strong client relationships through consistent communication and attentive service for 10-15 clients at any given time
- Reduced costs by identifying inefficiencies in operations and implementing cost-saving measures
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution
- Mentored junior team members, fostering professional growth through guidance on best practices in the industry
- Improved client retention by executing comprehensive onboarding programs and providing ongoing support
- Developed robust training materials for consistent information delivery during onboarding sessions
- Conducted thorough needs assessments to identify gaps in existing onboarding resources, leading to improvements in content and delivery methods
- Managed all aspects of the client lifecycle from recruitment through off-boarding, ensuring a positive experience at each stage
- Regularly reviewed industry trends and best practices for onboarding to ensure the organization stayed at the forefront of client engagement
Vice President
Stoneridge Lending Inc.
01.2020 - 04.2023
- Managed portfolio of $33 million in assets within the Mortgage Administration company and spearheaded the launch of a Mortgage Investment Corporation
- Established performance goals for department and provided methods for reaching milestones
- Mitigated financial discrepancies by managing budget and payroll operations, along with managing annual audits
- Directed marketing strategies to increase brand awareness, generate leads, and grow market share within a highly competitive private lending space
- Launched new products or services in various markets by conducting comprehensive market research studies and tailoring offerings based on customer needs analysis
- Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations
- Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across the organization
Mortgage Administrator
Stoneridge Lending Inc.
01.2019 - 12.2020
- Developed and maintained relationships with mortgage agents and brokers nationally, law offices, and appraisal companies
- Monitored loan servicing agreements and loan covenants to ensure compliance for over 250 mortgages
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports for a minimum of 50 mortgage applications per week
- Created financial analysis reports of commercial & residential mortgages, borrowers' mortgage statements, investor statements, commitment reviews and market research
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan
- Demonstrated self-reliance by meeting and exceeding workflow needs.
Executive Assistant
DLC Forest City Funding
04.2018 - 12.2020
- Oversaw executive schedules for a team of 220 agents and brokers and over 110 mortgage lenders
- Scheduled meetings and event logistics for senior management, including executives and company owners
- Responsible for developing and tracking correspondences on behalf of the executive team
- Represented the Vice-President to executive clients, VIPs, investors and board members
- Supported marketing and advertising efforts by creating marketing materials such as email blasts and drip campaigns
- Liaised with administrative team members, human resources and finance on special projects and events
- Utilized QuickBooks in order to ensure audit compliance, payroll management and reconciliation of company expenditures
- Managed logistics for successful events, including venue selection, contract negotiation, and coordinating with vendors
Financial Security Advisor
Freedom 55 Financial
05.2016 - 01.2017
- Created financial plans for individuals, families, and businesses in order to support their individual needs and financial planning while maintaining confidentiality
- Accurately completed financial forms, applications, and documents according to the Financial Services Commission of Ontario standards
- Successfully explained the benefits of insurance to individuals and families and educated clients on various options for their investments
- Successfully recorded sales and built relationships with clients.
Family & Real Estate Law Clerk
Young, McNamara Professional Corporation
07.2017 - 04.2018
- Participated in client interviews, observed the questioning process and took minutes to document information
- Prepared thorough, accurate and well-edited documents and correspondences for cases, client communication and internal needs
- Coordinated appraisals and inventories of property to complete thorough estate planning & financial statement preparation for clients
- Assisted litigation team with trial preparation by conducting research and drafting court documents
- Maintained deadlines by ensuring timely filings of pleadings and required paperwork.
Education
Diploma - Law Clerk
Niagara College
Niagara-on-the-Lake, ON01.2018
Bachelor's Degree - Sociology
Brock University
St. Catharines, ON01.2016
Diploma - Police Foundations
Niagara College
Welland, ON01.2015
Skills
- Leadership and People Development
- Public Speaking
- Business Development
- Client Relationship Management
- Strategic Planning
- Portfolio & Wealth Management
- SaaS Platforms
- Event Planning
- Product Vision and Strategy
Timeline
Client Onboarding Specialist
Mortgage Automator
05.2023 - Current
Vice President
Stoneridge Lending Inc.
01.2020 - 04.2023
Mortgage Administrator
Stoneridge Lending Inc.
01.2019 - 12.2020
Executive Assistant
DLC Forest City Funding
04.2018 - 12.2020
Family & Real Estate Law Clerk
Young, McNamara Professional Corporation
07.2017 - 04.2018
Financial Security Advisor
Freedom 55 Financial
05.2016 - 01.2017
Diploma - Law Clerk
Niagara College
Bachelor's Degree - Sociology
Brock University
Diploma - Police Foundations
Niagara College
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