Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
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ROGER THURBIDE

HALIFAX,NS

Summary

Results-oriented, strategic sales professional with 32 years the sales industry. Assessing operational needs and developing solutions to save costs, improve revenues, and drive customer satisfaction. Resourceful and well-organized with excellent leadership and team building record.

Articulate driven to succeed. Strategic planning and client relationship management expert.

Demonstrated ability to complete tasks accurately despite interruptions and competing demands.

Creative and a problem solver with demonstrated negotiation skills. Results-oriented knowledgeable about wide range of loan products. Professionally works with different customers to meet individual needs and maximize bank revenue. Analytical problem-solver tenacious in pursuing sales opportunities.

Overview

32
32
years of professional experience

Work History

Mortgage Specialist

BANK OF MONTREAL
HALIFAX, NS
08.2017 - 02.2021
  • Analyzed customer financial data to determine eligibility for mortgage programs.
  • Developed and maintained relationships with customers, real estate agents, and other professionals in the industry.
  • Prepared loan documents such as credit reports, income statements, appraisals, and closing statements.
  • Negotiated terms and conditions of loans with borrowers based on their individual needs.

Mortgage Broker

Verico RMT Mortgage Brokerage
HALIFAX, NS
08.2003 - 08.2017
  • Created and maintained relationships with clients to ensure successful loan transactions.
  • Analyzed financial information, credit reports and appraisals to determine mortgage eligibility.
  • Provided guidance on the selection of loan products best suited for clients' needs.
  • Negotiated terms and conditions of mortgages with lenders.

Branch Management

Credit Union
Chester, NS
12.2004 - 08.2006
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
  • Achieved cost-savings by developing functional solutions to problems.

Branch Management

CitiFinancial
Sydney, NS
07.1989 - 10.2004
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Motivated and encouraged team members to communicate more openly and constructively with each other.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

Education

Finance Diploma -

Kingstec College
Kentville, NS
1989

Some College (No Degree) - Business Administration

Cape Breton University
Sydney, NS
09-1988

Skills

  • Prospecting and networking skills
  • Sales closing
  • Customer needs assessment
  • Lead generation
  • Organization
  • Customer Service
  • Strategic account development
  • Account management
  • Customer relationship management
  • Project management
  • Business development
  • Excellent communication skills

Accomplishments

Achieved Presidents Club Status with CIBC Mortgages Two Years running for Sales Volumes

Achieved Super Broker Status in the Mortgage Brokerage Industry for Sales Volumes

Interests

Personal interest include avid golfer, recreational cycling, hiking and tennis. Enjoys travel with his wife favorite countries are Italy, Spain, US. Appreciates fine foods and great wines of the world. In summertime he can be found in T shirt and flip flops hanging in Stanhope PE enjoying the beaches and golf courses with family and friends.

Timeline

Mortgage Specialist

BANK OF MONTREAL
08.2017 - 02.2021

Branch Management

Credit Union
12.2004 - 08.2006

Mortgage Broker

Verico RMT Mortgage Brokerage
08.2003 - 08.2017

Branch Management

CitiFinancial
07.1989 - 10.2004

Finance Diploma -

Kingstec College

Some College (No Degree) - Business Administration

Cape Breton University

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ROGER THURBIDE