Kelly McDonald
St. John's,NL
Summary
- Results oriented professional with 36 years' experience in the financial services industry.
- Annual Top Performer in Atlantic Canada 2017
- Leadership model award recipient, Atlantic Canada 2023
- Top sales volume producer in Atlantic Canada consecutively. Produce between 30-42 million annual sales year over year.
- Top Performer of credit quality submissions consecutively year over year.
- 2024 Regional President Recipient
Overview
29
29
years of professional experience
Work History
Senior Mortgage Specialist
RBC
01.2008 - Current
- Work collaboratively with other RBC experts to meet clients' full suite of financial needs
- Develop and nurture relationships with key internal and external partners to establish referral opportunities and build partnerships that can provide value added expertise for my clients
- Partner with clients on their home buying journey to provide education, advice and support based on the client's desired level of interaction
- Possess expert discovery and enhanced active listening skills to understand the client needs with the ability to problem solve for clients
- Deliver an exceptional client experience by demonstrating active listening to understand and anticipate client needs to provide meaningful advice appropriate for the clients' circumstances, risk tolerance and financial needs
- Deliver consistently strong credit quality mortgage submissions that will enable quicker mortgage application turnaround and decisions increasing overall efficiency and client experience
Financial Advisor
RBC Royal Bank
02.1996 - 01.2008
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
University of Calgary - Marketing Management
University of Calgary
Calgary, Alberta01.1999
Skills
- Reliable decision making
- Superior customer service
- Proactive problem-solving
- Collaborative teamwork
- Strong analytical skills
- Detailed loan analysis
- Proficient financial analysis
- Solid organizational skills
- Effective risk assessment
- Expert underwriting
- Comprehensive credit analysis
Languages
English
Full Professional
Certificates Training
- Fundamentals of Privacy and Security Training Program
- Health and Safety Training - Canada
- Combating Money Laundering and Terrorist Financing
- Powers of Attorney (POA) and Mental Capacity
- Financial Consumer Protection Framework
- National RBC Fraud Training Program
- Canada's Anti-Spam Legislation (CASL) Training
- Mortgage Services Conversation Topics
- An Introduction to Risk Management at RBC
Timeline
Senior Mortgage Specialist
RBC
01.2008 - Current
Financial Advisor
RBC Royal Bank
02.1996 - 01.2008
University of Calgary - Marketing Management
University of Calgary
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