Summary
Overview
Work History
Education
Skills
Languages
Timeline
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RAYLENE RECTOR

Meadow Lake,Canada

Summary

Organized and detail oriented Mortgage Fulfillment Specialist offering solid skills in customer relations and resilience to handle challenges of fast paced financial and real estate environments. Self-motivated with sound judgement, good multi-tasking abilities and a decisive nature. Comfortable working alone or with teams to accomplish on time and accurate clerical tasks.

Overview

9
9
years of professional experience

Work History

Mortgage Fulfillment Specialist

Vine Group
02.2024 - 07.2025
  • Managed multiple priorities effectively, ensuring timely completion of tasks related to loan applications, documentation, and follow-up communications with clients.
  • Maintained strong relationships with lenders, underwriters, and other industry professionals to facilitate smooth transactions.
  • Maintained accurate records of client interactions and transactions within CRM systems for effective follow-up.

Virtual Assistant

Mortgage Savvy
12.2020 - 01.2024
  • Maintained filing and record keeping with efficiency and accuracy.
  • Scheduled appointments for Mortgage Broker and Life Insurance Partners
  • Input data into Filogix for applicable customers and conducted follow up with clients.
  • Supported Mortgage Broker by verifying complete documents for fulfillment with lenders.
  • Proficient in Doorr to track files from start to finish and end to end fulfillment.

Financial Advisor

CIBC
06.2016 - 11.2020
  • Consulted with clients to assess short and long-term financial goals.
  • Conducted due diligence and valuation activities to support informed business decisions.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.

Education

Animal Health Technologist/Veterinary Technician -

Lakeland College
Vermillion, AB
06.2000

Skills

  • Customer-focused demeanor
  • Effective communication skills
  • Effective task prioritization
  • Data protection compliance
  • Detailed assessment of documents
  • Strategic issue resolution

Languages

English
Full Professional

Timeline

Mortgage Fulfillment Specialist

Vine Group
02.2024 - 07.2025

Virtual Assistant

Mortgage Savvy
12.2020 - 01.2024

Financial Advisor

CIBC
06.2016 - 11.2020

Animal Health Technologist/Veterinary Technician -

Lakeland College

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RAYLENE RECTOR