Tara-Lynn Belley
St. Albert,AB
Summary
Looking to embark on a new opportunity and career. I'm extremely hard working and motivated. Willing to travel if the position requires it.
Overview
18
18
years of professional experience
Work History
Mortgage Broker
Mortgage Architects
09.2016 - Current
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Explained entire mortgage loan process to borrower.
- Ensured exceptional customer service by maintaining consistent communication throughout the entire loan origination process.
- Developed strategies to retain existing clients and maintain long-term connections, fostering customer loyalty and repeat business opportunities.
- Stayed up-to-date on current market trends and regulatory changes, ensuring accurate advice and guidance for clients navigating the mortgage landscape.
- Proactively identified potential obstacles within loan applications, taking corrective measures early on to minimize delays or complications during processing stages.
- Developed and maintained relationships with customers, lenders.
Financial Advisor
TD Canada Trust
11.2006 - 09.2016
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
Education
No Degree - Finance
Nait
Edmonton, ABHigh School Diploma -
Paul Kane High School
St. Albert06.2006
Skills
- Customer service and support
- Superior customer service
- Collaborative Teamwork
- Multitasking
- Day to day problem solving
Languages
English
Full Professional
French
Full Professional
Timeline
Mortgage Broker
Mortgage Architects
09.2016 - Current
Financial Advisor
TD Canada Trust
11.2006 - 09.2016
No Degree - Finance
Nait
High School Diploma -
Paul Kane High School
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