Summary
Overview
Work History
Education
Skills
Awards
References
Timeline
Generic

RABAQIA DAVID

Toronto,Ontario

Summary

A self-motivated, skilled, and creative professional with a proven ability to address the diverse needs of a customer base. Adept at developing strong client relationships through effective communication, strong investigative skills, and personalized service. Known for tackling challenges head-on and collaborating seamlessly within a team while efficiently managing individual goals.

Overview

7
7
years of professional experience

Work History

Mortgage Specialist

CIBC/Simplii Financial
Toronto
09.2020 - 10.2023
  • Developed and maintained strong, trust-based relationships with high-value clients, resulting in client retention as well as seamless onboarding of new clients.
  • Sales-oriented mindset to promote secured lending products and services while building and maintaining strong relationships with clients, real estate professionals, and business partners.
  • Educated clients and presented custom secured lending solutions catered to their financial needs.
  • Conducted thorough reviews of applicants' income documents, analyzing pay stubs, tax returns, and other financial statements to ensure compliance with lending requirement and determine loan eligibility.
  • Collaborated closely with legal providers such as FNF Canada to address any legal concerns or issues, ensuring compliance with industry regulations and company policies.
  • Partner with the underwriting team to facilitate the adjudication of mortgage files, providing comprehensive documentation and insights for informed decision-making.
  • Kept detailed records regarding approved, denied and received loan applications.
  • Updated existing database regularly with new customer information and changes in policies and procedures.

Personal Banking Representative

CIBC/Simplii Financial (Contact Centre)
North York
02.2017 - 09.2020
  • Handled customer inquiries, offered solutions to issues, and when needed escalated complex matters to ensure a high level of customer service.
  • Provided ongoing support to clients, troubleshooting issues related to online and mobile banking, and ensuring a seamless user experience.
  • Served as the primary point of contact for clients, addressing their banking needs and providing personalized financial solutions and expert advice on various banking products, including credit cards, mortgages, and investment options.
  • Fostered excellent client satisfaction and exceeded key performance indicators such as call quality, average handle time, and net promoter scores.
  • Participated in training programs such as peer mentoring designed to enhance product and process knowledge for new hires.
  • Collaborated with other departments within the bank to provide comprehensive support for customers.
  • Built strong rapport with new and existing clients to better serve financial needs and promote brand loyalty.

Education

Bachelor of Commerce - Accounting -

Humber College (With Honors)
04.2022

McGill Personal Finance Essentials -

McGill University
06.2020

Advanced Diploma - Business Administration, Accounting -

Humber College (With Honors)
04.2020

Skills

  • Complaint Resolution
  • Investigative Skills
  • Microsoft Office Suite
  • Product Promotion
  • Multi-Task Management
  • Analytical and Critical Thinking
  • Relationship Building
  • Teamwork and Collaboration
  • Credit Analysis

Awards

  • Deans Honors List 2015, 2019, 2021 and 2022
  • Quarterly Excel Award 2019 - Balanced Performance
  • Excel Award - Balanced Performance CIBC 2019, Growth CIBC 2018, Leadership CIBC 2017
  • Quarterly Achiever CIBC 2017

References

References available upon request.

Timeline

Mortgage Specialist

CIBC/Simplii Financial
09.2020 - 10.2023

Personal Banking Representative

CIBC/Simplii Financial (Contact Centre)
02.2017 - 09.2020

Bachelor of Commerce - Accounting -

Humber College (With Honors)

McGill Personal Finance Essentials -

McGill University

Advanced Diploma - Business Administration, Accounting -

Humber College (With Honors)

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RABAQIA DAVID