VATHANY VASEEKARA
Toronto,ON
Summary
Experienced Mortgage Advisor with a proven track record in the banking and mortgage industry over 25 years, specializing in client relationships and financial solutions. Excellent in developing relationships with both internal and external partners and particularly within the community and it’s realtors’ offices. Always have the drive to seek out new customers through relationship building within the community accountants, lawyers, builders and other center of influence. Proven ability to build trust and maintain long-term client relationships. Ability to cultivate strong relationships with internal and external partners.
Overview
32
32
years of professional experience
Work History
Senior Mortgage Advisor
Canadian Imperial Bank of Canada
01.2010 - 01.2023
- Advised clients on mortgage options, refinancing, and financial planning
- Developed and maintained strong client relationships, resulting in increased revenue
- Conducted financial assessments and provided tailored mortgage solutions
- Excellent in structuring mortgage application according to the guidelines.
Mortgage Agent
Mortgage Alliance
01.2006 - 01.2010
- Assisted clients in finding suitable mortgage products
- Collaborated with various lenders to secure competitive mortgage rates
- Contributed to the company's growth by meeting sales targets.
Relationship Manager
BMO (Bank of Montreal)
01.1991 - 01.2002
- Managed and nurtured client relationships, focusing on their financial needs
- Offered financial products and services, including loans and investments
- Achieved sales goals and consistently exceeded client satisfaction benchmarks.
Education
Accounting Assistant -
Canadian Business college
01.2006
Business program for Bankers -
Ryerson and University of Toronto
01.1997
Skills
- Relationship Management
- Sales and Target Achievement
- Customized mortgage solutions and advice with suitable options
- Keen desire to provide exceptional and personalized service to all clients
- Developed a loyal client base by providing exceptional mortgage advice and financial solutions
- Flexible to be accessible and accommodate clients’ preferences
- Attached to a solid networking community, resulting in referrals, new clients and increased business
- Excellent presentation and organizational skills
Personal Information
Title: SENIOR MORTGAGE ADVISOR
References
Available upon request
Languages
English
Full Professional
Timeline
Senior Mortgage Advisor
Canadian Imperial Bank of Canada
01.2010 - 01.2023
Mortgage Agent
Mortgage Alliance
01.2006 - 01.2010
Relationship Manager
BMO (Bank of Montreal)
01.1991 - 01.2002
Accounting Assistant -
Canadian Business college
Business program for Bankers -
Ryerson and University of Toronto
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