Srimantha Wijeyeratne
Thorold,ON
Summary
Experienced mortgage professional with over 15 years of diverse Canadian work experience, including more than 5 years specializing in mortgage origination, client relationship management, and financial advisory services. Proven track record of exceeding sales targets, collaborating effectively with builders, and maintaining strong relationships with realtors and real estate lawyers across Niagara, Thorold, Alliston, and surrounding areas. Expertise in delivering tailored financial solutions and navigating complex regulatory landscapes to optimize client outcomes.
Overview
15
15
years of professional experience
Work History
Mortgage Broker, Office Admin
Mortgage Architects
01.2022 - Current
- Administrative Support: Handling phone calls, emails, and correspondence; scheduling appointments and meetings; maintaining client files and records; and managing office supplies and equipment
- Document Management: Preparing, reviewing, and processing mortgage applications and related documents; ensuring accuracy and completeness; and maintaining confidentiality of sensitive information
- Compliance and Regulations: Keeping up-to-date with industry regulations and ensuring the office adheres to legal and compliance standards; assisting in audits and regulatory inspections
- Office Coordination: Overseeing daily office operations; training and supervising junior administrative staff; and implementing office policies and procedures.
Mobile Mortgage Advisor
CIBC
11.2021 - 01.2023
- Working with the appointed branch to generate leads and create more business opportunities
- Gathering all necessary documents for loan applications and submitting them for underwriter review
- Working with the underwriter to come up with the best possible solution
- Educating clients on their legal and financial options and ensuring that they understand them
- Helping clients complete and understand all the necessary paperwork and walking them through the entire process
- Following up with the client after the deal has funded to establish a good relationship that could result in more business
- Networking with lawyers, realtors, accountants, insurance brokers to generate more leads and expand my network
- Sponsor local dinner dances, awards nights, sports teams etc
- To market my brand that will assist in gaining more business.
Mortgage Agent
Square Capital
01.2019 - 01.2021
- Work with various lenders to find the best deal for homebuyers
- Originate loans to sell to lending institutions
- Evaluate pay stubs, credit history, tax information and bank statements for financial status
- Work to ensure compliance with banking and or finance laws in the jurisdiction of the consumer
- Verify the income of the borrower as well as gather their credit information
- Explain the legal aspects of the loan to the borrower as well as the payment terms and clauses to them
- Define repayment terms to consumer and educate them on default consequences.
Data Entry Operator
Rent Frock Repeat Inc
01.2015 - 01.2016
- Entering customer and account data source documents within time limits
- Compiling, verifying accuracy and sorting information to prepare source data for computer entry
- Reviewing data for deficiencies or errors, correcting any incompatibilities and checking output
- Research and obtain further information for incomplete documents
- Apply data program techniques and procedures
- Scan documents and print files when needed
- Keep information confidential
- Ensure proper use of office equipment and address and malfunctions.
Customer Service Representative
POLYFAB Inc
01.2010 - 01.2014
- Was responsible for checking client hours and prepare spread sheets through Microsoft PowerPoint for invoices
- Did daily checkups on payments against invoices
- Sent follow up reminder letters to clients for payments
- Made customer follow ups regarding the service provided and customer feedbacks
- Exhibited exceptional ability in identifying and anticipating customer needs and coordinated with customers efficiently, resulting in better customer satisfaction
- Averaged 65 calls a day managing customers enquiries and grievances, resulting in high quality customer care
- Filled in as a data entry clerk when needed.
Sales Associate
International Clothiers
- Assisted customers with purchases including cashing out customers
- Was given the responsibility of the store key to perform opening and closing duties
- Stocked new merchandise in appropriate manner and prepared the store for customer's satisfaction
- Maintained inventory requirements and was responsible for giving the supervisor weekly inventory count.
Education
Bachelor of Commerce in Accounting -
Humber Institute of Technology and Advanced Learning
Toronto, ON01.2017
Business Management -
Humber Institute of Technology and Advanced Learning
Toronto, ON01.2013
Skills
- Goal-Oriented
- Mortgage Knowledge
- Teamwork orientation
- Real Estate Market Awareness
References
References available upon request
Languages
English
Full Professional
Timeline
Mortgage Broker, Office Admin
Mortgage Architects
01.2022 - Current
Mobile Mortgage Advisor
CIBC
11.2021 - 01.2023
Mortgage Agent
Square Capital
01.2019 - 01.2021
Data Entry Operator
Rent Frock Repeat Inc
01.2015 - 01.2016
Customer Service Representative
POLYFAB Inc
01.2010 - 01.2014
Sales Associate
International Clothiers
Bachelor of Commerce in Accounting -
Humber Institute of Technology and Advanced Learning
Business Management -
Humber Institute of Technology and Advanced Learning
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