Detail-oriented professional with experience and proven knowledge of sales, customer retention, strategic business planning, and vendor sourcing. Aiming to leverage my abilities to successfully fill the position on your team.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Mortgage Agent
Citadel Mortgages
, ON
01.2024 - Current
Provide personalized mortgage solutions to clients based on their financial needs and goals.
Guide clients through the mortgage application process, from the initial consultation to closing.
Conduct thorough financial assessments to determine eligibility and risk levels.
Liaise with lenders and underwriters to secure competitive mortgage rates and terms.
Ensure compliance with regulatory requirements and company policies throughout the mortgage transaction process.
Sales & Client Retention Manager
Inkeros
ON
03.2023 - Current
Promoted to Customer Retention and Leadership Role
Distinguished track record of consistently surpassing sales quotas by over 200%, resulting in significant revenue amplification and organizational success
Expertise in cold calling prospective clients dissatisfied with their current service provider, adeptly articulating the value proposition of our offerings and facilitating seamless transitions
Elevated to a leadership position based on demonstrated excellence in sales and leadership, entrusted with spearheading pivotal customer retention initiatives
Currently leading comprehensive strategies to fortify client relationships, leveraging innovative approaches to enhance satisfaction and bolster long-term loyalty
Account Executive
BDE Marketing
ON
02.2021 - 02.2023
Spearheaded the management of client accounts, driving long-term relationships, and ensuring client satisfaction through personalized service and tailored marketing solutions.
Led high-volume customer inquiries, addressing complex issues, and resolving concerns to maintain high client retention and satisfaction.
Documented customer interactions and feedback in CRM software, enabling the company to track and address recurring issues.
Managed client CRM data, documented interactions, optimized outreach efforts, and tracked key metrics for performance evaluation.
Built and maintained relationships to promote rapport with customers.
Education
Mortgage Agent
Remic
Toronto, ON
RPA Degree - Real Property
Seneca College of Applied Arts And Technology
North York, ON
Diploma -
Erin District Highschool
Erin, ON
Skills
Management & Leadership
Sales Strategy Development and Execution
Customer Relationship Management (CRM)
Negotiation and Closing Skills
Exceptional Customer Service
Technical Support
Strong Communication & Interpersonal Skills
Time Management & Multitasking
Adaptability & Resilience
Ability to work independently or in a
team environment
Strong attention to detail and
organizational skills
Conseiller principal TI, Domaine du Développement, assurance de dommages at DesjardinsConseiller principal TI, Domaine du Développement, assurance de dommages at Desjardins