Melissa Rowand
Edmonton,Canada
Summary
Highly experienced mortgage professional with a track record of consistently exceeding funding targets. Excellent communication skills and customer focused. Ability to quickly understand more complex financial circumstances and navigate lender offering to determine optimal mortgage solutions for clients. Self-motivated and comfortable working with tight timelines and high transaction volumes.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Mortgage Agent
DLC Mortgage Excellence
Edmonton, AB
05.2021 - Current
- Source new clients and referral sources.
- Call on new prospects and mortgage renewals to establish & maintain relationships.
- Liaise with clients, real-estate agents, lawyers, appraisal companies, lenders etc. to ensure all mortgage files are closed accurately and on-time.
- Develop and execute sales objectives.
- Meet with clients to clarify their mortgage goals and present financing solutions.
- Attend brokerage meetings and training regularly.
- Execute marketing initiatives, including social media posts, email campaigns, attend events and conferences.
- Stay up to date on latest mortgage products, rates, policy changes, etc.
- Responsible for all fulfillment duties required for mortgage files.
Mortgage Associate/Mortgage Fulfillment Specialist
Collin Bruce Mortgage Team
Edmonton, AB
01.2012 - 04.2021
- Met with new and potential clients to determine their needs and present mortgage financing options.
- Responded to online inquires and applications to convert leads to funded mortgages.
- Worked closely with clients throughout entire mortgage approval process. Advised clients on documentation required for approval, collected documentation and submitted documentation packages to lenders for review.
- Worked with underwriters to fix application problems and resolve issues.
- Communicated acceptance or rejection to applicants via in-person meetings, email, or telephone.
- Managed multiple files at any given time and consistently funded approximately 30 deals per month.
- Responsible for staying up to date on lender policies, rates and products in order to be able to offer mortgage solutions tailored to clients needs.
- Attended regular lender and team meetings, events, and training.
- Communicated with lenders, realtors, lawyers and closing companies to ensure accurate and on time funding of mortgages.
Mortgage Associate
DLC Mortgage Mentors
Edmonton, Alberta
10.2009 - 12.2011
- Proactively marketed to network to source clients and referral sources.
- Worked closely with clients, real-estate agents, lawyers, appraisal companies, creditors, lenders etc. to ensure all mortgage files were closed efficiently and within required deadline.
- Met clients at their convenience to discuss their mortgage goals and present options for financing.
- Attended brokerage meetings and training regularly.
- Completed marketing initiatives as needed, including social media posts, organizing and attending meetings, public speaking and attending events.
- Stayed up to date on latest mortgage products, rates, and policy changes in order to offer clients mortgage solutions tailored to their specific needs.
Education
Bachelor of Commerce - Business
University of Alberta
Edmonton, AB04.2001
Skills
- Integrity and honesty
- Attention to detail
- Interpersonal skills
- Analytical and problem-solving skills
- Organizational, planning, and time-management skills
- Accuracy and precision in dealing with data
- Ability to communicate efficiently; both written and verbal
- Ability to work under pressure and within tight timelines
- Professionalism and customer service
Certification
- RECA Licensed Mortgage Agent
Timeline
Mortgage Agent
DLC Mortgage Excellence
05.2021 - Current
Mortgage Associate/Mortgage Fulfillment Specialist
Collin Bruce Mortgage Team
01.2012 - 04.2021
Mortgage Associate
DLC Mortgage Mentors
10.2009 - 12.2011
Bachelor of Commerce - Business
University of Alberta
- RECA Licensed Mortgage Agent
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