Goal-oriented manager with distinguished experience in the banking, loan, and credit industries with proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Mortgage Development Manager
National Bank Of Canada
01.2024 - Current
Increased mortgage loan portfolio by developing and maintaining relationships with realtors, builders, and financial professionals.
Streamlined the mortgage application process for improved customer experience and faster approval times.
Mentored and coached junior mortgage officers to enhance their skills in originating loans and cross-selling products.
Developed new business opportunities by attending networking events, trade shows, and seminars.
Collaborated with underwriting team to ensure accurate documentation and efficient loan processing for timely closings.
Assisted clients in understanding complex mortgage terms, enabling them to make informed decisions about loan options.
Provided exceptional customer service throughout the entire mortgage process, resulting in high levels of client satisfaction and referrals.
Mortgage Specialist
Royal Bank Of Canada, RBC
05.2022 - 01.2024
Improved client satisfaction by efficiently processing mortgage applications and providing timely updates.
Reduced loan approval time by streamlining the application review process and collaborating with underwriters.
Achieved high customer retention rate through exceptional relationship management and personalized service.
Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.
Developed targeted marketing campaigns to attract potential clients, increasing business growth in key demographics.
Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
Financial Advisor
Scotiabank
02.2019 - 05.2022
Increased client satisfaction by providing personalized financial advice and investment strategies.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Collaborated with team members to streamline processes and improve overall client experience.
Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
Customer Service Representative
Scotiabank
01.2018 - 02.2019
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Assisted customers in navigating company website and placing online orders, improving overall user experience.
Collaborated with team members to develop best practices for consistent customer service delivery.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Contributed to sales growth by upselling products and services based on individual customer requirements.
Automotive Data Consultant
Eblock.ca
04.2015 - 08.2017
Enhanced data-driven decision making by developing and implementing advanced analytics models for clients.
Optimized client data processes by designing, testing, and deploying custom ETL pipelines.
Improved data quality and consistency by standardizing data formats, establishing validation rules, and implementing automated checks.
Travel from dealership to dealership performing general (cosmetic) automotive inspections.
Promoting online auction services to the used automotive dealer network within the Quebec region. Acting as an intermediary between used auto dealer, eblock representatives and potential buyers.
Providing prompt and efficient updates to all parties and ensuring accurate promotion.
Supervisor
Complexe Sportif St-Lazare
02.2008 - 08.2016
Mentored junior staff members in their career development, sharing knowledge from years of experience in the field.
Identified operational inefficiencies and implemented corrective measures, leading to an overall increase in effectiveness.
Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
Implemented safety protocols to minimize workplace accidents and maintain compliance with industry standards.
Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
Education
BBA - Finance
Concordia University
Montreal, QC
06.2018
GED -
WICC
Pierrefonds, QC
06.2012
Associate of Arts - Social Sciences
John Abbott College
Sainte-Anne-de-Bellevue, QC
08.2010
High School Diploma -
John Rennie High School
Pointe-Claire, QC
06.2006
Skills
Loan Origination
Portfolio Management
Relationship Management
Underwriting knowledge
Goal-Oriented
Conflict resolution techniques
Sales Targeting
Account Management
Customer Service
Customer Portfolio Management
Brand Development
Strategic Planning
Languages
English
Native or Bilingual
French
Full Professional
Certification
CIFC Mutual fund license - 2019-2024 (renewed in 2022)
Part 1 Retirement Planning - 2021
Hockey, Golf
With free time being very scarce, I love to play hockey or possibly get a round of golf in.
Timeline
Mortgage Development Manager
National Bank Of Canada
01.2024 - Current
Mortgage Specialist
Royal Bank Of Canada, RBC
05.2022 - 01.2024
Financial Advisor
Scotiabank
02.2019 - 05.2022
Customer Service Representative
Scotiabank
01.2018 - 02.2019
Automotive Data Consultant
Eblock.ca
04.2015 - 08.2017
Supervisor
Complexe Sportif St-Lazare
02.2008 - 08.2016
BBA - Finance
Concordia University
GED -
WICC
Associate of Arts - Social Sciences
John Abbott College
High School Diploma -
John Rennie High School
Similar Profiles
Radwan RahmanRadwan Rahman
Software Engineering Intern at National Bank of CanadaSoftware Engineering Intern at National Bank of Canada