Summary
Overview
Work History
Affiliations
Certification
Timeline
Generic

Tenely Kam

Ottawa

Summary

Dynamic and experienced Mortgage Broker with over 6 years of comprehensive experience in the Canadian mortgage industry, specializing in operations. Skilled in navigating complex mortgage processes, offering clients tailored financial solutions, and optimizing operational workflows. Proven track record in negotiating favorable mortgage terms, maintaining strong relationships with lenders, and staying abreast of regulatory changes. Adept in leveraging industry knowledge to enhance operational efficiency, client satisfaction, and profitability. Committed to adhering to regulatory standards and delivering exceptional service in a fast-paced, evolving market.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Director of Operations

Mortgage Approvals Ottawa
06.2023 - Current
  • Oversaw day-to-day production activities in accordance with business objectives.
  • Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Collaborated with management to develop and execute long-term corporate goals and objectives.

Broker Success Manager

8Twelve Mortgage Corporation
03.2023 - 06.2023
  • In charge of empowering Mortgage Agents and Brokers by by providing them with tools required to ensure their continued success
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Initiate the transfer or set up of new Mortgage Agents with FSRA


Mortgage Administration Manager

8Twelve Mortgage Corporation
10.2018 - 06.2023
  • Cultivated culture of compliance and KYC processes that exceed regulatory standards with consistent trainings with all staff.
  • Review and audit a minimum of 75 files per month ensuring they meet provincial regulation requirements in a timely manner ensured prompt payment to Mortgage Agents
  • Follow up with Lenders and Law Firms to ensure commissions and broker fess are paid within processing guidelines.
  • Strengthened relationships with lenders ensuring funding ratios remained consistently high
  • Strengthened communication skills through regular interactions with staff, clients and VIP referral partners.
  • Applied effective time management techniques to meet closing dates.
  • Excellent communication skills, both verbal and written.
  • Acted as team leader in group projects, delegating tasks and providing feedback.
  • Learned and adapted quickly to new technology and software applications.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Oversee and manage staff of 15 Unlicensed Funding Administrators.

Mortgage Agent

Ross Taylor and Associates
01.2016 - 10.2018
  • Created loan packages based on consumer needs and financial history.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Developed and implemented marketing campaigns to generate new business opportunities.

Affiliations

Mortgage Professionals of Canada

Certification


  • Mortgage Broker - Ontario
  • Mortgage Broker - British Columbia


Timeline

Director of Operations

Mortgage Approvals Ottawa
06.2023 - Current

Broker Success Manager

8Twelve Mortgage Corporation
03.2023 - 06.2023

Mortgage Administration Manager

8Twelve Mortgage Corporation
10.2018 - 06.2023

Mortgage Agent

Ross Taylor and Associates
01.2016 - 10.2018

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Tenely Kam