Overview
Work History
Education
Skills
References
Languages
Timeline
Generic

Sarah Barak

Victoria,Canada

Overview

11
11
years of professional experience

Work History

Mortgage assistant

Mortgage Alliance
Richmond Hill, ON
12.2022 - 09.2024
  • 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.

Education

Paralegal program -

Everest College
Toronto, ON
01.2013

Skills

  • Problem solving
  • Attention to detail
  • Time management
  • Team collaboration
  • Organization
  • Multitasking Abilities
  • Time Management
  • Self-motivation
  • Ability to work under pressure
  • MS Office skills
  • Customer focus

References

Available upon request

Languages

English
Professional
Persian
Professional

Timeline

Mortgage assistant

Mortgage Alliance
12.2022 - 09.2024

Law Clerk

Realtus Law Professional Corporation
05.2016 - 09.2022

Legal Assistant

Tickets D.Z Professional Corporation
11.2013 - 03.2016

Paralegal program -

Everest College
Sarah Barak