Summary
Overview
Work History
Education
Skills
Leadership Experience
Timeline
BusinessAnalyst
Monica Szott

Monica Szott

Camrose,AB

Summary

With over 20 years of industry experience, I create timeless, forward-thinking spaces for clients. I understand the financial commitment associated with homeownership and am dedicated to assisting homeowners in achieving long-term satisfaction. Prioritizing the client experience, I bring a unique blend of skills and professionalism to each project, from concept through to completion. Building and nurturing strong relationships is something I greatly value, driven by genuine curiosity and unwavering integrity. My objective as an interior designer is to earn the trust of clients and tradespeople and contribute to a collaborative team atmosphere. Working alongside the industry's best, my goal is to consistently provide exceptional results.

Overview

23
23
years of professional experience

Work History

Owner | Interior Designer

FAWN Interiors
01.2015 - Current
  • Established and cultivated strong professional relationships.
  • Conducted consultations to assess client's requirements.
  • Outlined project scope and established design framework.
  • Developed and managed construction timelines through contractor consultations.
  • Compiled detailed estimates and cost-effective budgets.
  • Facilitated selection, supply and installation of specified products like flooring, cabinetry, window fashions & paint.
  • Oversaw the acceptance of payments and handling of deposits.
  • Developed correspondence letters, memos, and emails.
  • Enhanced office efficiency by organizing and maintaining filing systems for important documents.
  • Supported the team with clear communication, ensuring smooth workflow and timely completion of tasks.
  • Maintained a high level of confidentiality while handling sensitive information related to company or client matters.
  • Facilitated a positive working environment by providing exceptional customer service to clients and colleagues alike.
  • Developed strong rapport with clients by promptly addressing inquiries via phone or email correspondence.
  • Engaged in collaborative product training sessions.
  • Recipient of the Small Business of the Year Award, presented by the Chamber of Commerce in 2018.

Everyday Banker, Land Secured Lending

ATB Financial
04.2023 - 06.2024
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Educated customers on features and benefits of banking products and services.
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Balanced teller drawers and ATM cash.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Enhanced bank profitability by effectively cross-selling various financial products and services.
  • Maintained friendly and professional customer interactions.

Owner | Mortgage Broker

Your Mortgage Designer
01.2022 - 03.2023
  • Identified client's objectives and potential solutions for mortgage financing.
  • Collecting and analyzing confidential client information & documentation
  • Analyzed and matched client needs with suitable lender offerings.
  • Meeting requirements set forth by lenders
  • Guided clients through pre-approval stages to final purchases.
  • Arranged and documented data systematically.
  • Executed forward-thinking marketing strategies.
  • Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
  • Collaborated with different lenders to find best possible deal for homebuyers.
  • Assessed clients' financial data to determine loan suitability.
  • Assisted clients in understanding complex mortgage terms and conditions, empowering them to make informed decisions about their home financing options.
  • Implemented efficient documentation practices that expedited processing times while ensuring compliance with industry regulations.
  • Conducted comprehensive financial assessments to determine borrower eligibility for various loan programs, optimizing client outcomes.
  • Ensured exceptional customer service by maintaining consistent communication throughout the entire loan origination process.
  • Stayed up-to-date on current market trends and regulatory changes, ensuring accurate advice and guidance for clients navigating the mortgage landscape.
  • Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.

Office Support/ Compliance & Auditing

Coldwell Banker
09.2022 - 11.2022
  • Streamline processes, check files, and maintain HR files
  • Auditing files, and accounts, and maintaining a high level of accuracy in all documents
  • Banking, Deposits, and tracking of invoices and bookkeeping entries
  • Data entry and management of all systems, Trade record sheets, and input data
  • Maintain office appearance to a high level of cleanliness /organization
  • Screen calls for the Broker, Screen Walk-ins’ with the Broker
  • Coordinate and remind Calendar events/meetings with the Broker
  • Cover-off for Frontline Administration as needed

SALES/ INTERIOR DESIGNER

INTERIORS ON MAIN
08.2003 - 01.2015
  • Managed keyholder responsibilities to maintain store readiness.
  • Managed merchandise flow while performing pricing tasks and overseeing inventory control.
  • Designed and sustained engaging vignettes for the showroom.
  • Assumed responsibilities for bookkeeping tasks in the absence of regular personnel.
  • Handled call management, scheduling calendars, and organizing material timelines.
  • Collaborated effectively with design team.
  • Managed various projects efficiently.
  • Developed presentations for prospective college students.
  • Specialized in recommending customized window treatments enhancing functionality and aesthetics.

SALES/ OFFICE ADMINISTRATION

CREATIVE INTERIORS
01.2002 - 08.2003
  • Educating clients on floor and wall covering solutions
  • Coordinating materials, orders, and installations
  • Managing Invoices and payroll
  • Keeping an organized showroom
  • Installations

Education

DIPLOMA IN INTERIOR DESIGN -

LAKELAND COLLEGE
VERMILION, ALBERTA

ASSOCIATE LICENCE IN MORTGAGE BROKERING - Banking And Finance

AMBA/RECA
Alberta
06.2021

Skills

  • Prospecting
  • Critical Thinking
  • Goal Setting
  • Relationship Building
  • Creative Thinking
  • Networking
  • Public Speaking
  • Leadership
  • Accounting
  • Budgeting
  • Project Management
  • Interior Design
  • Mortgage Brokering

Leadership Experience

  • Business Networking International (BNI), Vice President, 2017-2018; a founding member of Camrose’s very own BNI chapter (2016), where I served as Vice President and organized community events. My role included chairing and leading the work of the Membership Committee, presenting weekly and annual statistics, issues, and their proposed solutions to our members, stepping in for the President as chair, analyzing attendance and participation trends, and attending continual training for the role. Chapter Member of the Year, 2019, BNI Alberta North
  • Camrose and District Soccer Association/Camrose Minor Hockey, Team Manager, 4 seasons U11-U13, volunteer coach for U5-U9 soccer Created and maintained budgets as Treasurer, oversaw and participated in team building and fundraising functions, organized team rosters, facilitated community play, taught soccer skills, and taught the importance of being a team.
  • CENTURY MEADOWS BAPTIST CHURCH, Volunteer Lead Decorator, 4 consecutive years, Executed a theme set by the Directors, implemented and completed ideas in alignment with specific values, worked with others, coordinated a team, delegated tasks, sourced and purchased while adhering to a budget, leadership, team building, role modeling.
  • CAMROSE ACADEMY OF DANCE, Board Member, 2008-2010, Organized social events such as Grandparents' Tea, Christmas parties, etc. Updated information boards with imperative information about class changes, competitions, and teachers' notes as required.

Timeline

Everyday Banker, Land Secured Lending

ATB Financial
04.2023 - 06.2024

Office Support/ Compliance & Auditing

Coldwell Banker
09.2022 - 11.2022

Owner | Mortgage Broker

Your Mortgage Designer
01.2022 - 03.2023

Owner | Interior Designer

FAWN Interiors
01.2015 - Current

SALES/ INTERIOR DESIGNER

INTERIORS ON MAIN
08.2003 - 01.2015

SALES/ OFFICE ADMINISTRATION

CREATIVE INTERIORS
01.2002 - 08.2003

DIPLOMA IN INTERIOR DESIGN -

LAKELAND COLLEGE

ASSOCIATE LICENCE IN MORTGAGE BROKERING - Banking And Finance

AMBA/RECA
Monica Szott