Tyler Oortwyn
Courtice,Ontario
Summary
Accomplished Financial Advisor with a robust background at Pathwise Credit Union, adept in credit analysis and wealth management. Leveraged financial services expertise to enhance client investment portfolios and secure customer loyalty through personalized service. Demonstrated sales acumen by significantly increasing business partnerships, with a keen focus on achieving client financial goals. In depth knowledge of various lending products as well as the entire mortgage lending process. Have approved vast amount of mortgage's as well as home equity line's of credit as well as personal loans.
Overview
22
22
years of professional experience
Work History
Financial Advisor
Pathwise Credit Union
09.2019 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Collaborated with clients to develop customized investment portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Approved or denied loans based on established criteria and underwriting guidelines.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
Mortgage Loan Processor
Pathwise Credit Union
06.2017 - 09.2019
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Set up and completed loan submission packages.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Verified credit histories, personal references and employment backgrounds for each applicant.
Member Service Representative
Pathwise Credit Union
03.2013 - 06.2017
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Educated and engaged customers with new bank products and services.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Trained staff on operating procedures and company services.
- Managed vault and ATM treasuries
- Cross-trained and provided backup support for organizational leadership.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Manager/Labourer
Bunny's Catering
04.2002 - 02.2013
- Prepared large volumes of food for events such as weddings and corporate functions.
- Managed kitchen throughout entire wedding events to ensure high value service.
- Performed general labour duties such as cleaning, direct service to customer's and deliveries.
- Operated vending machine route and routinely restocked machines as well as collect and count funds.
Education
Financial Planning 1 - Financial Planning
Canadian Securities Institute
Online02.2024
Personal Financial Services Advice - Personal Finance Planning
Canadian Securities Institute
Online10.2023
Investment Funds in Canada Certificate - Mutual Funds
Canadian Securities Institute
Online11.2020
Financial Planning Certification Courses - Financial Planning
Advocis, The Financial Advisors Assoc. of Canada
Online01.2013
Skills
- Credit analysis
- Loan Processing
- Financial Analysis
- Residential mortgage lending regulations
- Mortgage Underwriting
- Investment planning
- Mutual funds
- Pipeline Management
- Retirement needs
- Financial Services
- Sales expertise
- Wealth Management
Languages
English
Full Professional
Timeline
Financial Advisor
Pathwise Credit Union
09.2019 - Current
Mortgage Loan Processor
Pathwise Credit Union
06.2017 - 09.2019
Member Service Representative
Pathwise Credit Union
03.2013 - 06.2017
Manager/Labourer
Bunny's Catering
04.2002 - 02.2013
Financial Planning 1 - Financial Planning
Canadian Securities Institute
Personal Financial Services Advice - Personal Finance Planning
Canadian Securities Institute
Investment Funds in Canada Certificate - Mutual Funds
Canadian Securities Institute
Financial Planning Certification Courses - Financial Planning
Advocis, The Financial Advisors Assoc. of Canada
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