Hardworking and passionate Mortgage Specialist with strong analytical skills and logic is seeking to transition from a part-time into a full-time position that offers professional challenges and growth in the Mortgage Industry.
Overview
9
9
years of professional experience
Work History
Mortgage Advisor
Mortgageline By Mortgage Architects
08.2020 - Current
Developed and maintained relationships with customers, lenders and referral partners.
Assisted customers with completing Mortgage Applications and other paperwork.
Evaluated Mortgage loan requests and documents to verify accuracy and completeness.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of Mortgage Approval
Explained very technical financial information & and process of obtaining the Mortgage to applicants in easy to understand language.
Analyzed potential risks and evaluated Mortgage Loan products to identify suitable options for customers.
Compiled and submitted Mortgage Loan Packages to be submitted to the Lender/s
Processed Mortgage loan applications and monitored progress from start to finish; Communicated with Underwriters to ensure all Conditions are met
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing and credit issues.
Bookkeeper
Perras And Associates Ltd.
03.2021 - Current
Completed payroll and maintained detailed records of procedures.
Tracked and coded expenses and income for businesses on a monthly basis
Identified accounting errors when cross-referencing documents and accounting software information.
Maintained account accuracy by reviewing and reconciling Bank and Credit Card Accounts monthly.
Prepared Month End Financial Statements
Worked on Year End Journal Entries
Events Manager
Residence Inn By Marriott Beltline
02.2019 - 02.2021
Assisted in opening Brand-New Hotel
Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
Ensured Events Department & Banquets Department’s Policies, Procedures, Rules and Regulations are established and followed by all associates in accordance with Marriott Standards
Monitored and adjusted pricing, discounts and promotions to maximize profitability.
Managed Events Department’s Sales by responding to leads/inquiries and contracting meeting space with or without guestroom component in a timely manner
Secured new clients and accounts by analyzing and catering products to specific needs.
Met with clients to outline desired goals and prepared quotes for overall catering costs.
Ensured Monthly Sales Budgets are reached, produced Forecast Reports and Revenue Reports
Assisted in developing Budget for 2020-2021 fiscal year
Catering Coordinator
Best Western Premier Calgary Plaza
02.2017 - 01.2019
Communicated with customers to review catering goals and budget, deliver quotes and proposals, schedule event and carry out catering needs as contracted.
Produced and Distributed Banquet Event Orders (BEO) to clients and respective Food & Beverage Management Team Members in a timely manner
Coordinated with clients and third party vendors to ensure set-ups, timelines, and specific requirements are fully met
Collaborated with Banquet Team during major events to ensure event’s success
Created post-event invoices and followed up with clients post-event, tracked invoices and past due billing
Developed and Maintained reputable relationships with current and prospective clients
Catering Coordinator
Four Points By Sheraton Calgary Airport
10.2014 - 01.2017
Delivered high quality customer service in order to meet and exceed client needs and expectations, through face-to-face meetings and site tours, the telephone and written communication
Coordinated with clients and third party vendors to ensure set-ups, timelines, and specific requirements are fully met
Produced and Distributed Banquet Event Orders (BEO) to clients and respective Food & Beverage Management Team Members in a timely manner
Ensured that all special requests and event details are well communicated to the F&B Management Team during the BEO meeting
Provided clients with Event Estimates, processed deposits and prepayments
Education
Mortgage Associate Program - Mortgage License - Mortgages
RECA And AMBA
Calgary, Canada
08.2020
MBA - Management And Business Administration
The Academy of Economic Studies
Chisinau, Moldova
06.2007
Skills
Researching information sources, analyzing information, and evaluating personal information for:
Credit Worthiness
Income evaluation to determine ratios
Fraud Detection and Prevention
Other skills include:
Skilled in Velocity and Filogix Software
Deep knowledge of Lender and Insurer guidelines
Effective Problem solving
Excellent communication, interpersonal and time management skills
Strong attention to detail, multitasking and problem-solving skills in a fast-paced environment
Strong awareness of confidentiality and the handling of sensitive information
Able to productively work in an independent or team environment to achieve goals
Ability to coordinate multiple projects while achieving results
Accomplishments
1
Timeline
Bookkeeper
Perras And Associates Ltd.
03.2021 - Current
Mortgage Advisor
Mortgageline By Mortgage Architects
08.2020 - Current
Events Manager
Residence Inn By Marriott Beltline
02.2019 - 02.2021
Catering Coordinator
Best Western Premier Calgary Plaza
02.2017 - 01.2019
Catering Coordinator
Four Points By Sheraton Calgary Airport
10.2014 - 01.2017
Mortgage Associate Program - Mortgage License - Mortgages