Samuel Mitchell
Calgary,AB
Summary
Detail-oriented Mortgage Associate with a strong background in personal lending, residential mortgages, and regulatory compliance. Over three years of progressive experience in the financial services industry, including banking, mortgage advising, and client relationship management. Proficient in verifying documentation, coordinating with underwriters and lenders, and ensuring compliance in high-volume environments.
Overview
3
3
years of professional experience
Work History
Mortgage Associate
Mortgage Connection
Calgary, Alberta
06.2025 - Current
- Assist clients with residential mortgage financing by gathering, verifying, and submitting documentation.
- Liaise with lenders and underwriters to ensure accurate, timely mortgage approvals.
- Review application details for compliance with lending policies and regulatory guidelines.
- Maintain strong relationships with clients and referral partners through ongoing support.
Personal Banker
BMO
Kelowna, British Columbia
06.2023 - 03.2025
- Provided tailored financial solutions including loans, investments, and banking services.
- Ensured all lending activities complied with internal policies and financial regulations.
- Built client relationships through proactive outreach and personalized advice.
- Supported team success by mentoring new staff and enhancing service delivery.
Customer Service Representative
BMO
Kelowna, British Columbia
10.2022 - 06.2023
- Delivered front-line banking services while identifying cross-sell opportunities.
- Supported customers with transactions and referred them to appropriate specialists.
- Contributed to branch revenue by meeting personal and team sales goals.
- Collaborated with team members to improve overall customer service experience.
Skills
- Mortgage documentation
- Loan processing
- Compliance review
- Regulatory knowledge
- Risk assessment
- Time management and high-volume processing
- Customer relationship management
- Microsoft Office and mortgage software proficiency
Timeline
Mortgage Associate
Mortgage Connection
06.2025 - Current
Personal Banker
BMO
06.2023 - 03.2025
Customer Service Representative
BMO
10.2022 - 06.2023
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