Meticulous professional with a background in assessing borrower needs and explaining the loan process in clear terms. A polished Mortgage Broker promoting exemplary talents in making mortgage program recommendations and providing loan advice.
Overview
10
10
years of professional experience
Work History
Mortgage Broker
True North Mortgage
05.2014 - 12.2017
Explained entire mortgage loan process to borrower.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Explained different types of loans pertaining to client situations.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Facilitated smooth communication between all parties involved in transactions, resulting in successful loan closings and satisfied clients.
Proactively identified potential obstacles within loan applications, taking corrective measures early on to minimize delays or complications during processing stages.
Mortgage Advisor
CIBC
11.2007 - 01.2014
Developed strong relationships with real estate agents, resulting in a steady stream of quality referrals for new business opportunities.
Negotiated favorable terms on behalf of clients with various lenders, securing optimal interest rates and loan conditions for their unique circumstances.
Identified potential areas of improvement within the mortgage application process, implementing changes that led to increased efficiency and reduced errors.
Evaluated loan requests and documents to verify accuracy and completeness.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Provided exceptional customer service, leading to an increase in positive client testimonials and repeat business opportunities.
Maintained a high level of industry knowledge by attending relevant conferences and workshops, ensuring accurate and up-to-date advice for clients.