Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Margie Taylor

Whitby

Summary

Dynamic Mortgage Agent with a proven track record at Wellstead Financial Inc., consistently exceeding sales targets through exceptional customer service and results-driven strategies. Skilled in document organization and facilitating closing processes, I foster long-term client relationships, ensuring high satisfaction and streamlined application processes.

Overview

25
25
years of professional experience

Work History

Mortgage Agent

Wellstead Financial Inc.
05.2023 - Current
  • Consistently met or exceeded sales targets through proactive client outreach and exceptional customer service.
  • Provided thorough explanations of various mortgage products to clients, assisting them in selecting the best option for their needs.
  • Maintained a high level of professionalism in all interactions, fostering trust and building long-term client relationships.
  • Streamlined mortgage application processes for faster turnaround times and higher customer satisfaction rates.

Administrative Assistant

Canadian Tailored Mortgage Solutions
09.2021 - 09.2023
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.

Owner

Taylor Dance Centre
09.2000 - 08.2021
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.

Education

Associate of Arts - Communications/Advertising

Centennial College of Applied Arts And Technology
Scarborough, ON

Mortgage Agent Level 1

Mortgage Professionals Canada
05-2021

Skills

  • Results-driven
  • Facilitation of closing processes
  • Document organization

Languages

English
Native or Bilingual

Timeline

Mortgage Agent

Wellstead Financial Inc.
05.2023 - Current

Administrative Assistant

Canadian Tailored Mortgage Solutions
09.2021 - 09.2023

Owner

Taylor Dance Centre
09.2000 - 08.2021

Associate of Arts - Communications/Advertising

Centennial College of Applied Arts And Technology

Mortgage Agent Level 1

Mortgage Professionals Canada

Similar Profiles

CREATE PROFILE
Margie Taylor