Summary
Overview
Work History
Education
Skills
Timeline
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Shawna Martin

Uxbridge

Summary


Dedicated Mortgage professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

19
19
years of professional experience

Work History

Operations Manager/Mortgage Assistant

The Mortgage Domain
04.2017 - 03.2025
  • Evaluate clients' financial situations to determine their borrowing capacity and the best mortgage options for their needs
  • Advise clients on different types of mortgages available, including the pros and cons of each
  • Gather and review necessary financial information, such as credit reports and income statements
  • Submit mortgage applications to various Lenders ensuring all required documentation is included
  • Manage clients’ expectations and provide regular updates throughout the mortgage process
  • Act as a liaison between the client, the lender, and other parties involved in the mortgage process
  • Stay updated with the latest regulations and guidelines related to mortgages and advise clients accordingly
  • Maintained and updated client databases ensuring all information was current and accurate.
  • Generate reports from CRM database for specific email campaigns
  • Complete due diligence and risk analysis on each file to ensure compliant with FSRA
  • Review, verify, and monitor payroll submissions

Senior Executive Assistant

CLN Mortgages
09.2012 - 04.2017
  • Evaluate clients' financial situations to determine their borrowing capacity and the best mortgage options for their needs
  • Gather and review necessary financial information, such as credit reports and income statements
  • Submit mortgage applications to various Lenders ensuring all required documentation is included
  • Act as a liaison between the client, the lender, and other parties involved in the mortgage process
  • Maintain and update client databases ensuring all information was current and accurate.
  • Manage clients expectations and provide regular updates throughout the mortgage process
  • Provide general administrative support, including scheduling, communication and office management tasks

Revenue Clerk 4 - Collections

City of Toronto
08.2010 - 09.2012
  • Respond to a high volume of complex telephone inquiries from the public, senior staff, agencies, other levels of government and elected officials utilizing, in-depth knowledge of procedures, regulations and criteria and computer applications with regard to Tax, Water, Parking Tickets, Municipal land Transfer, Solid waste billing and personal vehicle tax
  • Extracts information from Water Management and Collection System (WMACS) and Tax Management and Accounting System (TMACS) to verify collection accounts information.
  • Prepared new accounts for Bailiff Warrants and related documents.
  • Calculate and issues bailiff cost information.
  • Answer telephone and counter enquires regarding water/tax collections and bailiff information etc.
  • Prepare title search request and liaises with Legal Services.
  • Updates tax / water accounts relating to collections in Water Management and Collection System (WMACS) and Tax Management and Accounting System (TMACS).
  • Liaises with bailiffs regarding outstanding tax/water add-on charges.
  • Liaises and exchanges information with all levels of staff, other City divisions, private companies and members of public

Mobile Mortgage Specialist

CIBC
03.2006 - 08.2010
  • Generated new business through building strong relationships with clients and referral partners.
  • Advise clients on different types of mortgages available, including the pros and cons of each
  • Evaluate clients' financial situations to determine their borrowing capacity and the best mortgage options for their needs
  • Submit mortgage applications to head office for approval
  • Manage clients’ expectations and provide regular updates throughout the mortgage process

Education

High School Diploma -

Northview Heights Secondary School
Toronto, ON

Skills

  • Microsoft 365 – Word, Excel, Powerpoint, Outlook
  • Adobe Acrobat
  • DocuSign
  • Velocity
  • Filogix
  • QuickBooks
  • Cloud Service
  • Financial analysis
  • Regulatory compliance
  • Client relationship management
  • Risk assessment

Timeline

Operations Manager/Mortgage Assistant

The Mortgage Domain
04.2017 - 03.2025

Senior Executive Assistant

CLN Mortgages
09.2012 - 04.2017

Revenue Clerk 4 - Collections

City of Toronto
08.2010 - 09.2012

Mobile Mortgage Specialist

CIBC
03.2006 - 08.2010

High School Diploma -

Northview Heights Secondary School

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Shawna Martin