Leanne Andersen
Prince George,BC
Summary
Professional with strong background in mortgage processing and client relations. Adept at managing loan documentation, ensuring compliance with regulations, and providing legendary customer service. Proven ability to collaborate effectively with team members and adapt to changing requirements. Known for reliability, attention to detail, and strong organizational skills as well as conflict resolution.
Overview
35
35
years of professional experience
Work History
Mobile Mortgage Specialist Assistant
TD Canada Trust
02.2023 - Current
- Assist and support Mobile Mortgage Specialist in gathering, reviewing and analyzing customer documents to ensure compliance within TD real estate lending policies.
- Communicate with Credit Assistants and Underwriters though out the adjudication process to ensure an enhanced customer experience.
Complete E-sign packages as required and communicate clearly with customers at every stage. - Superior computer and technology skills.
Demonstrate a high level of accuracy and attention to detail. - Excellent Customer service skills.
- Willing to work variable hours including evenings and weekends
- Manage a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
- Supported MMS to help achieve 17 consecutive years of Icon, 10 years of Icon Premier resulting in MMS, Owen Andersen, being awarded a Lifetime achievement award.
Mobile Mortgage Specialist
TD Canada Trust
02.2007 - 02.2023
- Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
- Achieved high customer retention rate through exceptional relationship management and personalized service.
- Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
- Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
Personal Banker
TD Canada Trust
09.1999 - 02.2007
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Branch Manager
Avco Financial Services
08.1990 - 08.1999
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Real Estate Appraiser
Canwest Appraisal Services
09.1989 - 08.1990
- Inspected new and existing properties and noted distinctive characteristics.
- Took photographs of interior and exterior of buildings to properly document features and conditions.
- Gathered information on nearby properties to compare and help make value determinations on properties.
- Completed appraisals on pre-set number of properties to meet weekly production goals.
Education
Real Estate Appraisal Diploma - Real Estate
Langara College
Vancouver, None04-1988
Skills
Superior customer service and conflict resolution skills
Proficient computer skills including Microsoft, Office, Excel, Word, Outlook, Teams and One drive
Languages
English
Full Professional
Timeline
Mobile Mortgage Specialist Assistant
TD Canada Trust
02.2023 - Current
Mobile Mortgage Specialist
TD Canada Trust
02.2007 - 02.2023
Personal Banker
TD Canada Trust
09.1999 - 02.2007
Branch Manager
Avco Financial Services
08.1990 - 08.1999
Real Estate Appraiser
Canwest Appraisal Services
09.1989 - 08.1990
Real Estate Appraisal Diploma - Real Estate
Langara College
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