Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kirk Harnett

Summary

Dedicated and highly knowledgeable Mobile Mortgage Specialist with almost 26 years of experience in the financial industry. Adept at guiding clients through the intricacies of mortgage financing, I possess a deep understanding of mortgage products, lending regulations, and market trends.

Overview

26
26
years of professional experience

Work History

Manager, Mobile Mortgage Specialist

TD Bank
08.2016 - Current
  • Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
  • Attracted new mortgage loan applications by developing relationships within community.
  • Remained updated with latest information related to mortgage products and services being offered.
  • Worked with underwriters to fix application problems and resolve issues.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Participated in industry events and conferences to build relationships and gain market intelligence.

Financial Advisor

TD Bank
01.2011 - 07.2016
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Financial Services Representative

TD Bank
01.2007 - 01.2011
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Maintained updated records of all financial transactions to support traceability.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Advised clients on favorable investment opportunities to meet established financial goals.

Greeter

TD Bank
01.2003 - 01.2007
  • Displayed friendly, outgoing, and energetic behavior to create warm, fun atmosphere for guests.
  • Acted as first point of contact for visiting clients and customers.
  • Answered customer questions and pointed individuals in right directions.
  • Provided friendly, attentive service throughout peak times for responsive customer care.

Teller

Canada Trust
01.1998 - 01.2003
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.

Education

No Degree - Performing And Fine Arts

Fanshawe College of Applied Arts And Technology
London, ON

High School Diploma -

Strathroy District Collegiate Institute
Strathroy, ON
06.1992

Skills

  • Customer Service
  • Critical Thinking
  • Mortgage Expertise: In-depth knowledge of mortgage products, interest rates, lending regulations, and industry trends is essential
  • Sales and Networking: Proficiency in sales techniques to acquire new clients and build a network of referrals
  • Time Management: Effective time management and organizational skills to handle multiple client cases
  • Empathy: Empathize with clients concerns and guide them through the often-stressful process of obtaining a mortgage

Languages

English
Full Professional

Timeline

Manager, Mobile Mortgage Specialist

TD Bank
08.2016 - Current

Financial Advisor

TD Bank
01.2011 - 07.2016

Financial Services Representative

TD Bank
01.2007 - 01.2011

Greeter

TD Bank
01.2003 - 01.2007

Teller

Canada Trust
01.1998 - 01.2003

No Degree - Performing And Fine Arts

Fanshawe College of Applied Arts And Technology

High School Diploma -

Strathroy District Collegiate Institute

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Kirk Harnett