Minerva Olalo
Calgary,AB
Summary
Personable Mortgage Specialist with 8-years background in developing and maintaining customer relationships in Bank industry. Sound knowledge of federal regulations and underwriting processes. Skilled in evaluating financial histories of clients and building network of money lenders and buyers. Hardworking and flexible individual with 40 hours of availability per week, including weekends and evenings.
Overview
8
8
years of professional experience
Work History
MORTGAGE SPECIALIST
BMO Bank of Montreal
11.2020 - 05.2022
- Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
- Improved client satisfaction by efficiently processing mortgage applications and providing timely updates.
- Reduced loan approval time by streamlining the application review process and collaborating with underwriters.
- Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.
MORTGAGE ADVISOR
CIBC
11.2014 - 11.2020
- Achieved higher loan approval rates by carefully analyzing clients'' financial situations and offering tailored mortgage solutions.
- Boosted customer satisfaction by providing personalized advice and guiding clients through the mortgage application process.
- Conducted thorough risk assessments on potential borrowers, safeguarding the company''s financial interests while providing appropriate financing options.
- Reduced turnaround time for loan approvals with efficient documentation collection and underwriting submission processes.
- Developed strong relationships with real estate agents, resulting in a steady stream of quality referrals for new business opportunities.
Education
Bachelor of Science (B.S.) Nursing -
Mary Chiles College
Manila, Philippines03.1997
Skills
- Refinancing Options
- Loan Terms Interpretation
- Client Needs Analysis
- Financial Analysis
- Credit Verification
References
Available upon request
Languages
English
Professional Working
Timeline
MORTGAGE SPECIALIST
BMO Bank of Montreal
11.2020 - 05.2022
MORTGAGE ADVISOR
CIBC
11.2014 - 11.2020
Bachelor of Science (B.S.) Nursing -
Mary Chiles College
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