Patricia Macfarlane
Toronto,ON
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
17
17
years of professional experience
Work History
Mortgage Agent
DOMINION LENDING CENTRES, Estate Mortgages
09.2017 - Current
- Analyzed loan candidate credit history to anticipate approval odds.
- Reviewed approved loan applications to facilitate closing process.
- Created loan packages based on consumer needs and financial history.
- Provided underwriting expertise to support applicant approval.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Monitored portfolio performance and provided clients with periodic updates on loan progress.
- Explained different types of loans pertaining to client situations.
- Checked loan documents for accuracy prior to closing.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Participated in industry events and conferences to build relationships and gain market intelligence.
Server
JOEY Restaurants
10.2022 - Current
- Cultivated warm relationships with regular customers.
- Resolved customer complaints promptly and professionally to maintain positive reputation.
- Bussed and reset tables to keep dining room and work areas clean.
- Set positive tone for entire dining experience as first point of contact for incoming guests.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
Director/Founder
CHANCE SUPPORT SERVICES
09.2012 - Current
- Intensive report writing
- Consulting
- One on one support
- Staff training
- Creating, supervising and modifying plans of care for individuals
- Assisting lawyers with positive and productive bail plan proposals
- Budget proposals
- On-call support
- Administrative duties
- Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
Executive Assistant / Business Development
Berkeley Events
05.2023 - 08.2023
- Implemented innovative business development strategies to increase customer base and expand market share.
- Conducted market research to identify new opportunities and target markets.
- Assisted with daily email correspondence
- Scheduled meetings and travel arrangements
- Researched potential development partnerships
- advised on financing possibilities/needs
Mortgage Agent/Client Specialist
ORIANA FINANCIAL
03.2015 - 08.2017
- Client interaction and assistance over the phone and in-person
- Assisting clients in navigating through the mortgage process
- Taking mortgage applications for purchases, refinancing and transfers
- Implementing and maintaining file organizational systems
- Growing and maintaining relationships with lenders
- Networking
Child and Youth Worker
ALLIANCE YOUTH SERVICES
01.2010 - 08.2012
- One-to-one Support for Dual Diagnosed individuals
- Crisis Management
- Assistance with Life Skills
- Petty Cash Maintenance
- Daily Report writing
Service Co-Ordinator
RUDYARD KIPLING YOUTH SERVICES
09.2008 - 12.2009
- Staff management including hiring, training, coaching
- Intensive report writing
- Conduct meetings with Children's Aid Workers
- Control of all Petty Cash
- Therapeutic Counseling
- Programming
- Administration for Agency
- Payroll
- Treatment plans
- Reporting to owners
- Scheduling
- Accounts payable/receivable
Education Coordinator
OXFORD LEARNING CENTRES
05.2006 - 08.2007
Education
Bachelor of Arts - Sociology/Psychology
UNIVERSITY OF WINDSOR
Windsor, ONSkills
- Proficient in computer applications
- Experienced skills in organization, planning and delegation
- Crisis Management (UMAB, CPI)
- Performs well under pressure, deadlines, and in a fast paced environment
- First Aid and Level C CPR
- Smart Serve Certification
- Training & Development
- Supervising Experience
- Management
- Administrative Experience
- Social Work
- Employee Orientation
- Project Management
- Microsoft Outlook
- Case Management
- Office Management
- Conflict Management
- Event Planning
- Tutoring
- Communication skills
- Time management
- Talent acquisition
- Microsoft Word
- Microsoft Office
Timeline
Executive Assistant / Business Development
Berkeley Events
05.2023 - 08.2023
Server
JOEY Restaurants
10.2022 - Current
Mortgage Agent
DOMINION LENDING CENTRES, Estate Mortgages
09.2017 - Current
Mortgage Agent/Client Specialist
ORIANA FINANCIAL
03.2015 - 08.2017
Director/Founder
CHANCE SUPPORT SERVICES
09.2012 - Current
Child and Youth Worker
ALLIANCE YOUTH SERVICES
01.2010 - 08.2012
Service Co-Ordinator
RUDYARD KIPLING YOUTH SERVICES
09.2008 - 12.2009
Education Coordinator
OXFORD LEARNING CENTRES
05.2006 - 08.2007
Bachelor of Arts - Sociology/Psychology
UNIVERSITY OF WINDSOR
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