Summary
Overview
Work History
Education
Skills
Timeline
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PAUL MCGRATH

SURREY,BC

Summary

Accomplished Lending and Insurance Specialist with a proven track record at CIBC, adept in policy analysis and account management. Demonstrated ability to teach, train, and elevate team performance in credit and insurance sectors. Skilled in documentation and known for a results-driven approach, ensuring seamless operational excellence and client satisfaction.

Overview

25
25
years of professional experience

Work History

Lending and Insurance Specialist

CIBC
01.2014 - Current

Teaching and Training Advisors and Core staff on everything Credit, Credit Cards and Insurance Related and following their progress.

MORTGAGE SPECIALIST

RBC
08.2006 - 01.2014

MOBILE MORTGAGE SPECIALIST WITH RBC

FSR/SENIOR FSR/AFA

RBC
01.2004 - 08.2006
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Had my own portfolio as a Senior FSR/AFA role before moving to Mortgage Specialist

COLLECTIONS

RBC
11.1999 - 01.2004

COLLECTIONS/REFINANCE/RECONFIGURATIONS ON MORTGAGES, LOANS, STUDENT LOANS, VISA CARDS. OUTBOUND AND INBOUND SPECIALIST

Education

No Degree -

INVESTMENT FUNDS IN CANADA
TORONTO ON
06.2004

High School Diploma -

Seaquam Secondary
Delta, BC
06.1997

Skills

  • Documentation skills
  • Policy analysis
  • Documentation abilities
  • Account Management

Timeline

Lending and Insurance Specialist

CIBC
01.2014 - Current

MORTGAGE SPECIALIST

RBC
08.2006 - 01.2014

FSR/SENIOR FSR/AFA

RBC
01.2004 - 08.2006

COLLECTIONS

RBC
11.1999 - 01.2004

No Degree -

INVESTMENT FUNDS IN CANADA

High School Diploma -

Seaquam Secondary

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PAUL MCGRATH