Meet with clients to assess their financial situations, goals, and mortgage needs, providing guidance on available loan products.
Research and present various mortgage options to clients, explaining terms, rates, fees, and repayment plans to help them make informed decisions.
Analyze clients’ financial documents, including income, credit scores, and debt, to determine loan eligibility and pre-qualify them for financing.
Guide clients through the mortgage application process, ensuring all required documents and information are submitted accurately.
Keep current with mortgage rates, market trends, and lending policies to provide clients with up-to-date advice.
Provide ongoing support to clients, addressing questions and concerns, following up on the status of applications, and ensuring a smooth closing process.
Law Clerk
Realtus Law Professional Corporation
Richmond Hill, ON
05.2016 - 09.2022
Assist in drafting, reviewing, and organizing real estate documents such as contracts, leases, and closing statements.
Create, organize, and maintain client files and property records in both electronic and physical formats, ensuring compliance with office policies and real estate regulations.
Respond to client inquiries regarding property listings, transaction statuses, and office services by phone, email, or in person.
Track the progress of transactions, ensuring that all necessary documents are completed and filed by deadlines for closings.
Provide additional clerical support such as photocopying, faxing, ordering office supplies, and maintaining general office organization.
Managed files from beginning to end which includes reviewing agreements, conducting title and off-title searches, writs, preparing documents, registering documents.
Legal Assistant
Tickets D.Z Professional Corporation
North york, Ontario
11.2013 - 03.2016
Manage general office duties such as answering phones, scheduling meetings, and greeting visitors.
Organize and maintain files, both physical and electronic, related to traffic violations, court summons, and related documents.
Help with processing invoices, expense reports, and other financial documents.
Act as the first point of contact for inquiries and provide excellent service to clients and colleagues.
Monitor and order office supplies, keeping track of inventory.
Receive, review, and process traffic tickets, citations, and other documents associated with traffic violations and regulations.
Enter case information, violation details, and updates into electronic records systems with accuracy and confidentiality.