Kathryn Grant
North Vancouver
Summary
Motivated Mortgage Professional with expertise in the real estate market and lending standards. Skilled in building long-term business relationships through exemplary communication and customer service skills. Dedicated to pairing borrowers with ideal loans and lenders. Organized with 19 years of experience in mortgages. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.
Overview
8
8
years of professional experience
Work History
Mortgage Broker
Verico Paragon
07.2018 - Current
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Assessed clients' financial data to determine loan suitability.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Explained entire mortgage loan process to borrower.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
- Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained different types of loans pertaining to client situations.
Mortgage Broker
AArea Private Lending Inc.
03.2023 - 03.2024
- Collaborate with and facilitated communications between brokers and lenders to obtain ideal mortgages for borrowers.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Assessed clients' financial data to determine loan suitability.
- Explained mortgage process to broker.
- Collaborated with different lenders/investors to find best mortgage product for borrower.
- Evaluated borrower financial information, pay stubs and credit history to determine mortgage placement.
- Conducted comprehensive financial assessments to determine borrower eligibility for various loan programs, optimizing client outcomes.
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Implemented efficient documentation practices that expedited processing times while ensuring compliance with industry regulations.
Mortgage Broker
Xeva
09.2017 - 07.2018
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Assessed clients' financial data to determine loan suitability.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Explained entire mortgage loan process to borrower.
- Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
Director Broker Services
Centum financial
03.2016 - 04.2018
- Recruited, interviewed and hired 45 employees and implemented mentoring program to promote positive feedback and engagement.
- Mentored other mortgage brokers in methods to help each land new clientele.
- Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Explained different types of loans pertaining to client situations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Monitored pipelines to track and log status of loans.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Licensed in BC, AB, and ON.
Education
2 Yr Degree - Small Business, Marketing
Langara College
Vancouver, BCDiploma - Mortgage License
Sauder School of Business
Vancouver, BC12.2009
Skills
- Ethical business conduct
- Borrower needs assessment
- Documentation and reporting
- Customer service and support
Accomplishments
CMP
Women of Influence award
Hiking, Tennis, Travel
In my spare time, I enjoy hikes with my dog, competitive tennis and travel.
I have a passion for Real Estate, design, and home improvement. I have experience in renovations and investing.
Timeline
Mortgage Broker
AArea Private Lending Inc.
03.2023 - 03.2024
Mortgage Broker
Verico Paragon
07.2018 - Current
Mortgage Broker
Xeva
09.2017 - 07.2018
Director Broker Services
Centum financial
03.2016 - 04.2018
2 Yr Degree - Small Business, Marketing
Langara College
Diploma - Mortgage License
Sauder School of Business
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