MAYANKKUMAR PATEL
Barrie
Summary
Experienced Mortgage and Lending Professional with a successful track record helping clients with personalized lending solutions including HELOCs, insured and uninsured mortgages, switch mortgages, and refinances for debt consolidation or investment purposes. Adept at assisting buyers with newly built homes (from builders) and resale purchases. Strong investment product knowledge with performance measured on both lending and investment goals. Consistently earns referrals from realtors, builders, accountants, and clients by providing tailored, client-focused advice and execution. Known for proactive relationship building, goal achievement, and deep compliance awareness.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
05.2023 - Current
- Achieved lending and investment sales goals through a tailored advice-based approach
- Personally originated mortgages including HELOCs, purchases (builder and resale), refinances, and switches from other financial institutions
- Structured lending for debt consolidation, real estate investment, and cash-flow solutions
- Earned client trust and repeat business through high-quality service and problem-solving
- Delivered investment, lending and protection recommendations as part of holistic financial planning
- Maintained full compliance with KYC, AML, and privacy regulations while exceeding performance metrics
Customer Experience Associate
Scotiabank
03.2022 - 04.2023
- Assisted clients with day-to-day banking and mortgage servicing needs including payments and account inquiries
- Identified opportunities for lending and investment referrals during frontline interactions
- Handled all transactions with accuracy and upheld regulatory and internal compliance standards
Retail Store Manager
Petro Canada
05.2018 - 03.2022
- Managed store operations, team training, sales strategy, and customer satisfaction initiatives
- Consistently exceeded monthly revenue and service targets
- Improved customer experience and staff performance through coaching and team development
Education
Associate of Science - Chemical Lab Technician
Sheridan College Institute of Technology & Advanced Learning
Mississauga, ON03.2018
Skills
- Lending Platforms
- CRM Systems(Salesforce)
- Mortgage Tools & Calculators(Amortization & Protection Calculator, Debt Ratios Calculator)
- Relationship building and management
- Financial advising
- Sales and marketing
- Insurance planning
- Regulatory compliance
- Underwriting guidelines
- Debt-to-income ratios
- Documentation review
Certification
- CIFP (Canadian Investment Funds Course) – Since 2023-03
- HLLQP (Life License Qualification Program) – Since 2021-03
CORE COMPETENCIES
- Mortgage Lending (Purchases, Switches, Refinances)
- First-Time Buyer Programs & Default-Insured Mortgages
- HELOCs and Investment Property Lending
- Lending & Investment Goal Achievement
- Switch Mortgages (From Competing Financial Institutions)
- AML, KYC, and Privacy Compliance
- Referral Channel Development (Realtors, Builders, Accountants)
- Investment Product Knowledge (Mutual Funds, Seg Funds)
Timeline
Financial Advisor
Scotiabank
05.2023 - Current
Customer Experience Associate
Scotiabank
03.2022 - 04.2023
Retail Store Manager
Petro Canada
05.2018 - 03.2022
Associate of Science - Chemical Lab Technician
Sheridan College Institute of Technology & Advanced Learning
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