Kirk Cederberg
Mississauga,ON
Summary
With over 10 years of experience in financial services over which time I have developed and refined skills in relationship management, client experience, credit risk management, retail lending & Canadian securities. Between retail credit clients, small business clients, private banking and high net worth individuals, I understand how to effectively tailor client solutions to stand out amongst my peers.
Overview
10
10
years of professional experience
Work History
Home Financing Advisor
Scotiabank
01.2019 - Current
- Organically grew a network of Key Partners and COI's to build book of business
- Attended Oakville and Burlington Chambers of Commerce to network/ seek out new opportunities
- Worked as an in-house mortgage contact at REMAX Burlington to assist realtors with mortgage related questions/concerns/opportunities
- Exceeded sales targets during COVID pandemic while re-defining the mortgage origination process resulting from lockdowns and related restrictions
- Further refined what it takes to deliver outstanding client experiences.
Mortgage Agent
Butler Mortgage
01.2018 - 01.2019
- Provided in-depth mortgage advice with solutions tailored to the clients need
- Perfected the underwriting process by reviewing and analyzing financial documents such as T1 Generals, Notice of Assessments & professional accountant prepared income statements
- Converted leads into funded mortgages.
Senior Client Representative
RBC Investor and Treasury Services, RBC
01.2014 - 01.2018
- Managed relationship growth with major European banks, Risk mitigation, SLA adherence and operational excellence
- First point of contact for trade related inquiries regarding Canadian securities.
Education
Mortgage Agent Training -
FSCO M18002457
01.2019
Chef Training -
Culinary Arts, Humber College
01.2009
Skills
- Business Development
- Mortgage Lending
- Credit Analysis
- Relationship Management
- Credit Risk Management
- Time Management
- Super Communication Skills
Timeline
Home Financing Advisor
Scotiabank
01.2019 - Current
Mortgage Agent
Butler Mortgage
01.2018 - 01.2019
Senior Client Representative
RBC Investor and Treasury Services, RBC
01.2014 - 01.2018
Mortgage Agent Training -
FSCO M18002457
Chef Training -
Culinary Arts, Humber College
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