Summary

Overview

Work History

Skills

Languages

Timeline

Selina Zhang

Victoria,BC

Summary

Driven Mortgage Specialist with a proven track record at Bank of Montreal, excelling in client retention and COI relationship management. Skilled in residential mortgage lending and adept at working under pressure. Achieved top 1 in funding with over $40M in Y2023, showcasing exceptional business development and financial guidance capabilities.

Overview

7

7

years of professional experience

Work History

Mortgage Specialist

Bank of Montreal, BMO

07.2017 - Current

Achieved high customer retention rate through exceptional relationship management and personalized service.
Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
Evaluated pay stubs, credit history, tax information and bank statements for financial status.
Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
Achieved top 3 among the 25 people in the team over the last several years from Y2021 and achieved top 1 in funding of Y2023.
Funding over the peak years was over $40M/year.

Skills

Business Developments
COI and clients relationship maintenance
Residential mortgage lending processing

Work under pressure
Hard working personality

Languages

English

Full Professional

Chinese (Mandarin)

Native or Bilingual

Timeline

Mortgage Specialist

Bank of Montreal, BMO

07.2017 - Current