Siyu Zhao
Markham,Canada
Summary
Results-driven Mortgage Agent & Sales Professional with 4 years of experience in financial services, business development, and customer relations. Adept at explaining complex financial concepts, negotiating deals, and building strong client relationships. Fluent in Mandarin, Cantonese, and Shanghainese, ensuring effective communication with diverse clientele.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Mortgage Agent
Emperor Mortgage Group
Toronto, Canada
11.2022 - Current
- Assist clients with mortgage financing, refinancing, and personal loans
- Act as a third-party intermediary between borrowers and lenders to facilitate real estate transactions
- Guide clients through mortgage processes, ensuring compliance with regulatory requirements
- Visit branch locations on weekends to educate potential clients on mortgage options
- Key Skills: Financial analysis, mortgage structuring, client advising
Business Developer
FANTUAN
Richmond Hill, Canada
02.2022 - 07.2022
- Built partnerships with restaurant owners to promote FANTUAN’s delivery services
- Negotiated commission structures and promotional campaigns to drive sales growth
- Assisted in app design improvements and advertising strategies, including flyer distribution at condos and universities
- Key Skills: Business negotiations, marketing strategies, client acquisition
Technical Support Representative
Carry Telecom
Ontario, Canada
10.2021 - 02.2022
- Provided customer support and technical troubleshooting for telecom services
- Ensured high levels of customer satisfaction through effective problem resolution
- Key Skills: Customer service, troubleshooting, telecommunications support
Life Insurance Agent
PolicyAdvisor Brokerage (PAB) Inc.
Toronto, Canada
07.2020 - 01.2021
- Provided expert advice on life insurance policies and related financial products
- Assisted clients with digital tools for applications and underwriting
- Supported customers through the claims process
- Key Skills: Insurance consulting, client education, underwriting assistance
Life Insurance Agent
Billyard Insurance Group
Hamilton, Canada
04.2019 - 03.2020
- Advised clients on insurance policies tailored to their individual needs
- Built and maintained strong client relationships through networking and ongoing support
- Managed and serviced an existing book of business
- Key Skills: Client relationship management, sales, policy recommendations
Courier Driver & District Manager (Hamilton)
GTA FANTUAN CORP
Hamilton, Canada
10.2018 - 03.2019
- Delivered food orders with a 97% positive customer rating
- Trained as District Manager, responsible for emergency situations and team leadership
- Key Skills: Leadership, time management, logistics
Education
Bachelor’s Degree - Commerce
McMaster University
Hamilton, ON06.2018
Skills
- Sales & Business Development
- Financial Services & Mortgage Advisory
- Customer Service & Client Relations
- Marketing & Negotiation
- Technical Support & Troubleshooting
- Multilingual Communication
Certification
- Mortgage Agent License
Languages
- Mandarin, Expert
- Cantonese, Expert
- Shanghainese, Expert
- English, Fluent
Timeline
Mortgage Agent
Emperor Mortgage Group
11.2022 - Current
Business Developer
FANTUAN
02.2022 - 07.2022
Technical Support Representative
Carry Telecom
10.2021 - 02.2022
Life Insurance Agent
PolicyAdvisor Brokerage (PAB) Inc.
07.2020 - 01.2021
Life Insurance Agent
Billyard Insurance Group
04.2019 - 03.2020
Courier Driver & District Manager (Hamilton)
GTA FANTUAN CORP
10.2018 - 03.2019
Bachelor’s Degree - Commerce
McMaster University
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