Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Linda Rom

Picton,ON

Summary

Dynamic Mortgage Loan Officer with a proven track record at CIBC and CitiFinancial, excelling in relationship selling and regulatory compliance. Achieved consistent client satisfaction and exceeded monthly sales targets through exceptional customer service and analytical thinking. Mentored junior officers, enhancing team performance and fostering strong client relationships.

Professional with strong experience in mortgage industry, prepared for this role. Proven ability to assess clients' financial needs, originate loans, and ensure compliance with regulations. Reliable team player who adapts to changing demands and focuses on achieving results. Skilled in customer service, financial analysis, and communication.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor

CIBC
05.2008 - 09.2023
  • Worked closely with other team members to create a cohesive and supportive work environment that fostered collaboration and shared success.
  • Developed comprehensive financial plans tailored to individual clients'' needs, goals, and risk tolerance levels.
  • Expanded client base by generating referrals from satisfied clients and conducting targeted outreach initiatives.
  • Continuously sought opportunities for professional development, attending conferences and workshops to enhance skills and knowledge as associate financial advisor.
  • Educated clients on financial topics and best practices.
  • Helped clients make informed decisions about financial future.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Enhanced client retention by providing outstanding service throughout mortgage process, from pre-approval to closing.
  • Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
  • Promoted cross-selling opportunities within the organization by identifying additional financial products that would benefit clients beyond their mortgage needs.
  • Mentored junior loan officers to improve team performance and meet organizational goals.
  • Worked with underwriters to fix application problems and resolve issues.
  • Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
  • Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
  • Provided exceptional customer service during loan origination, addressing client concerns and ensuring a smooth process from start to finish.

Senior Loan Officer

CitiFinancial
09.1996 - 05.2008
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues
  • Submitted loan applications to underwriter for verification and recommendations.
  • Advised clients on mortgage, education and personal loans.
  • Processed payments and applied to customer balances.
  • Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans.
  • Used probing techniques to determine debtors' reasons for delinquency.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.

Education

High School Diploma -

East Northumberland Secondary School
Brighton, ON

Associate of Applied Science - Assessment, Appraisal And Real Estate Management

Loyalist College of Applied Arts And Technology
Belleville

Associate of Applied Science - Computer Applications Development

Cdi College
Cobourg

Skills

  • Goal oriented
  • Relationship selling
  • Loan origination
  • Residential mortgage lending regulations
  • Client account management
  • Refinancing options
  • Regulatory compliance
  • Underwriting
  • Credit evaluation
  • Analytical and critical thinking
  • Oral and written comprehension
  • Customer service

Languages

English
Native or Bilingual

Certification

  • Mutual Fund, IFIC, 2009

Timeline

Associate Financial Advisor

CIBC
05.2008 - 09.2023

Senior Loan Officer

CitiFinancial
09.1996 - 05.2008

High School Diploma -

East Northumberland Secondary School

Associate of Applied Science - Assessment, Appraisal And Real Estate Management

Loyalist College of Applied Arts And Technology

Associate of Applied Science - Computer Applications Development

Cdi College

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Linda Rom