Naz Ismaili
Toronto,Ontario
Overview
19
19
years of professional experience
Work History
Mortgage Agent
Mortgage Architects
01.2024 - Current
- Structure residential and secured lending solutions including purchases, refinancing, renewals, and equity financing.
- Develop referral partnerships with realtors, financial advisors, and business professionals generating consistent mortgage opportunities.
- Manage lending pipeline and client relationships through strategic networking and consultative financial guidance.
- Advise borrowers on lending strategies aligned with longnterm financial planning.
Founder & President
Serendipity Pro Inc.
01.2020 - Current
- Built and scaled a service-based business through strategic marketing and referral partnerships.
- Developed and retained a client base exceeding 300 recurring customers through relationship-driven service and sales.
- Managed operations, revenue growth strategies, brand development, and training programs.
- Demonstrated entrepreneurial leadership including client acquisition, marketing strategy, and partnership development.
Commercial Business Development Manager
National Bank of Canada
01.2019 - 01.2023
- Drove commercial lending growth through strategic partnerships with brokers, dealerships, and professional referral networks.
- Reactivated more than 25 dormant dealer relationships increasing deal flow and partner engagement.
- Expanded partner network generating new lending opportunities and strengthening market presence.
- Delivered tailored financing solutions supporting business asset acquisition and operational expansion.
- Consistently achieved or exceeded annual lending and sales targets through relationship-driven business development.
Finance Manager
Lexus
01.2017 - 01.2019
- Structured vehicle financing and leasing solutions while coordinating approvals with multiple financial institutions.
- Increased deal closing ratios through consultative sales and tailored financing structures.
- Built strong lender relationships enabling competitive financing options for clients.
Mortgage Agent
Mortgage Alliance
01.2016 - 01.2018
- Advised clients on mortgage purchases, refinancing strategies, and lending structures.
- Developed referral relationships with real estate professionals generating new client opportunities.
- Collaborated with lenders to secure competitive mortgage solutions.
Mortgage Specialist / Financial Services Representative
CIBC
01.2007 - 01.2015
- Originated mortgage lending solutions and managed client portfolios within retail banking.
- Identified lending opportunities through financial needs analysis and relationship development.
- Built referral networks generating consistent mortgage and lending opportunities.
- Recognized internally for strong sales performance and client service.
Websites
Timeline
Mortgage Agent
Mortgage Architects
01.2024 - Current
Founder & President
Serendipity Pro Inc.
01.2020 - Current
Commercial Business Development Manager
National Bank of Canada
01.2019 - 01.2023
Finance Manager
Lexus
01.2017 - 01.2019
Mortgage Agent
Mortgage Alliance
01.2016 - 01.2018
Mortgage Specialist / Financial Services Representative
CIBC
01.2007 - 01.2015