Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
GeneralManager
Neena Gill

Neena Gill

Mortgage Associate
Calgary,AB

Summary

Mortgage professional with over 18 years of extensive financial industry experience ranging from a Client Service Representative to writing loans for Small Business Banking, mortgage underwriting, coaching and training. The ability to leverage core strengths to originate and structure loans with exceptional business insight and expertise. The previous experience helped me understand performing risk assessment and in-depth financial analysis of complex credit agreements. Proficient at financial and credit analysis with a high level of customer service. Ability to address client concerns, demonstrating skills while consistently moving the client towards their goals. - In-depth ability to work in a fast-paced, dynamic environment - Excellent time management in a multidimensional environment - Detail-oriented with excellent problem-solving and follow-up skills.

Overview

18
18
years of professional experience
3
3
years of post-secondary education

Work History

Executive Business Development/Operations Manager

Smart Clinic
Calgary, Alberta
11.2020 - Current
  • As an Executive Business Operations Manager, responsible for business growth, networking, team building, marketing, and operational improvement.
  • Planned and resourced personnel and logistics for operations component exercises resulting in highly trained personnel ready to act quickly in critical roles.
  • Formulated processes to improve assistance to support groups, reducing downtime and financial loss.
  • Established and administered monthly budgets with controls to prevent overages, minimize burn rate and support sustainability objectives.
  • Onboarded and negotiated rates for healthcare staff doctors, nurses, and administrative staff
  • Developed relationships with health care clinics and facilities across Alberta, building COI
  • Negotiating contracts of new virtual clinic setups at pharmacies
  • Manage digital marketing platforms and organize community events in-person as well as zoom
  • Set, enforced and optimized internal policies to maintain responsiveness to demands.

Manager Mobile Mortgage Specialist, Financial/ Investment Advisor

TD Canada Trust
Calgary, Alberta
07.2018 - 10.2020
  • Assisting clients by assessing their personal, investment, and business needs in one of the most prominent TD Downtown branches in the Prairie region
  • Providing holistic advice through team working with partners
  • Providing creative solutions to high net worth clients as well as connecting to private banking, wealth management, TD water house
  • Assisting small business clients with accounts and credit needs and connecting with a business partner
  • Managing admin requirements for business accounts
  • Pervious quarter Outperforming real-estate lending target by 397% overall results by 132%
  • Achieving high results on customer satisfaction services
  • Assessing investment needs and providing solutions through mutual fund portfolio management
  • Assisting with Security transfer in as well as TD water house trading account
  • Complete understanding of investment planning requirements related to retirement and estate planning, wealth management, protection and taxes, and excelled in building relationships with internal investment and insurance advisors
  • Lead investment initiatives to generate money in the business for the branch through creative ideas.
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Established key procedures for teams preparing documentation, models and presentations.

Personal Relationship Manager

ATB Financial
Calgary, Alberta
11.2014 - 04.2018
  • Build relationships with clients, tailoring advice and solutions to meet customers' unique and diverse needs and banking them with ATB while performing risk assessment and in-depth financial analysis on all potential or existing clients by finding ways to provide creative solutions
  • Provide creative solutions to clients by understanding the holistic view of their complex financial needs-based advice, including but not limited to investments, credit, banking and wealth management
  • Successfully built strong relationships with external networks such as Relators, Property builders, Accountants, Pharmacies and Legal Firms to gain and build a book of business
  • Successfully led Group Financial Service with onboarding high net-worth businesses and their employees
  • Provide coaching and mentoring to personal banking specialists by holding regular coaching sessions once a week to identify business opportunities, review credit, and provide value-added feedback focusing on building credit knowledge
  • Participate in activities that reinforce comprehensive advice, tool usage and sales and service processes
  • Transform banking for clients by living the 10 ATB's by effectively delivering on the Alberta Client Experience
  • Generated new business and referral clients in partnership with financial advisors and branch team.

Commercial and Real Estate Banking Coordinator

First Calgary Financial
Calgary, Alberta
04.2014 - 11.2014
  • Provide support to Commercial and Real Estate Account Managers and funding teams in many capacities, including front-end submissions, accurate and fast data entry and maintaining relationships with customers, brokers, and vendors
  • Proven ability to review financial statements to perform mini-reviews on commercial credit
  • Organize finance and compliance documents to set up account portfolio, new in the house and syndicated loans, letters of credit and related items to prepare to fund
  • Follow up with insurances, security documents, account receivables,
  • Complete monthly out of order reports for Commercial Account Managers for follow up
  • Complete commercial discharges
  • Successfully built relationships with internal networks such as Retail banking to provide sales and referral opportunities

Senior Personal Banking Specialist

First Calgary Financial
Calgary, Alberta
07.2008 - 04.2014

Education

Practice of Mortgage Brokerage

AMBA
Calgary, Ab
02.2022 - 03.2022

Mortgage Associates Program

RECA
Calgary Alberta
01.2022 - 02.2022

Mutual Fund

IFSE
Calgary, AB
01.2019 - 02.2019

Canada Personal Financial Service Advice

CSC
Calgary, AB
10.2017 - 10.2018

Bachelor of Commerce -

IFIC
Calgary, AB
01.2008 - 04.2010

Skills

    Executive leadership

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Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Your vision will become clear only when you can look into your own heart. Who looks outside, dreams; who looks inside, awakens.
Carl Jung

Timeline

Practice of Mortgage Brokerage

AMBA
02.2022 - 03.2022

Mortgage Associates Program

RECA
01.2022 - 02.2022

Executive Business Development/Operations Manager

Smart Clinic
11.2020 - Current

Mutual Fund

IFSE
01.2019 - 02.2019

Manager Mobile Mortgage Specialist, Financial/ Investment Advisor

TD Canada Trust
07.2018 - 10.2020

Canada Personal Financial Service Advice

CSC
10.2017 - 10.2018

Personal Relationship Manager

ATB Financial
11.2014 - 04.2018

Commercial and Real Estate Banking Coordinator

First Calgary Financial
04.2014 - 11.2014

Senior Personal Banking Specialist

First Calgary Financial
07.2008 - 04.2014

Bachelor of Commerce -

IFIC
01.2008 - 04.2010
Neena GillMortgage Associate