Maggie Mengqi Zhao
Toronto,ON
Summary
Dynamic and results-driven Senior Product Manager with over 3 years of experience in the fintech industry, specializing in mortgage products. As a founding team member, I successfully built and scaled a POS & LOS system from inception to over $100 million in annual mortgage volume within 3 years. I excel in developing and executing product roadmaps that align with business goals, driving significant sales growth, and enhancing customer satisfaction. Adept at leading cross-functional teams, I bring a deep understanding of market trends and customer needs, coupled with a proven ability to deliver high-impact, innovative products. Now seeking to leverage my expertise in a Director of Mortgage Product role, where I can drive strategic growth and product excellence on a larger scale.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Product Manager
Pine
06.2023 - Current
- Built and launched a POS & LOS system from the ground up, driving the product from 0 volume to over $100M in annual mortgage origination within 3 years.
- Oversaw the product roadmap, ensuring alignment with business goals, driving significant sales growth, and expanding market share.
- Led cross-functional teams, including design, engineering, and operations, to deliver high-impact features on time and within budget.
- Maintained a deep understanding of customer needs and market trends, informing product decisions that enhanced user experience and engagement.
- Developed and executed a robust product strategy that guided the company through key growth phases and milestones.
- Contributed to the overall success of the startup by delivering products that significantly increased customer satisfaction and loyalty.
Product Manager
Pine
06.2022 - 06.2023
Product Analyst
Pine
07.2021 - 06.2022
Mortgage Specialist
BMO
09.2018 - 07.2021
Home Financing Advisor
Scotiabank
05.2017 - 09.2018
Senior Financial Advisor
Scotiabank
02.2015 - 05.2017
Financial Solution Specialist
Scotiabank
03.2013 - 02.2015
Financial Advisor
Scotiabank
11.2012 - 03.2013
Customer Service Representative
Scotiabank
10.2011 - 10.2012
Education
Bachelor of Management and Organizational Studies, Business Administration and Management, General -
Western University
09.2011
Bachelor of Management and Organizational Studies , Business Administration and Management, General -
Dongbei University of Finance and Economics
09.2009
Skills
- Product Launches
- Cross-Functional Collaboration
- Product Roadmaps
- Strategic Planning
Websites
Certification
- UX Design - Juno College of Technology
- Canadian Securities Course - Canadian Securities Institute
- Diploma in Financial Planning - The Canadian Institute of Financial Planning
- Registered Financial and Retirement Advisor - The Canadian Institute of Financial Planning
Awards
Best of the Best - Scotiabank
Languages
English
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Japanese
Limited Working
Timeline
Senior Product Manager
Pine
06.2023 - Current
Product Manager
Pine
06.2022 - 06.2023
Product Analyst
Pine
07.2021 - 06.2022
Mortgage Specialist
BMO
09.2018 - 07.2021
Home Financing Advisor
Scotiabank
05.2017 - 09.2018
Senior Financial Advisor
Scotiabank
02.2015 - 05.2017
Financial Solution Specialist
Scotiabank
03.2013 - 02.2015
Financial Advisor
Scotiabank
11.2012 - 03.2013
Customer Service Representative
Scotiabank
10.2011 - 10.2012
Bachelor of Management and Organizational Studies, Business Administration and Management, General -
Western University
Bachelor of Management and Organizational Studies , Business Administration and Management, General -
Dongbei University of Finance and Economics
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