Experience

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  Capital direct lending

  Jan 2004 - Jan 2011

  Created business relationships with mortgage brokers across Ontario and promoted Capital Direct as a superior alternative lender. Selected Accomplishments: Represented the company at tradeshows and delivered presentations leading to $1,500,000 in revenue.Built relationships with major lenders and successfully secured approvals for challenging clients.Designed and implemented a new sales model to identify prospects through targeted networking and email campaigns achieving sales volume of $1,500,000.Negotiate structure and evaluate mortgage applications with underwriting limits of $500,000. Show less

  • Business Development Manager

    Jan 2009 - Jan 2011

  • Mortgage Agent

    Jan 2004 - Jan 2009
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  Firstline mortgages, a division of cibc

  Jan 2011 - May 2015

  Senior mortgage retention specialist

  Identify clients’ mortgage needs and develop solutions while educating clients on cash flow management.Selected Accomplishments:Analyze clients’ needs and create financial solutions resulting in exceeding profit margins by 27% and 13% increase in YOY sales volume.Maintain in-depth knowledge of mortgage lender guidelines to secure 96% approval of financing applications submitted and 88% of all applications closed.Cultivate superior client relationships resulting in multiple recognitions for exceptional client service.Exceed metrics by achieving 100% on call quality stats for 3 consecutive years. Show less

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  Cibc imperial service

  May 2015 - Jun 2016

  Senior financial advisor

  Licensed IIROC advisor offer comprehensive financial advise for high net worth clients, with regards to investments, credit, wealth protection and everyday bankingMonitor overall portfolio of $100,000,000 again sales targets and activities, increasing revenue and overall portfolio growth.Complete, assess, refer credit applications, while taking into account risk mitigation, credit policies and procedures.Connect and network with new and existing clients/business partners to build strong client relationships and earn referrals.Provide sound advice at every customer interaction, leading to superior customer experience. Show less

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  Monstermortgage.ca

  Jun 2016 - May 2018

  Mortgage agent

  Licence Mortgage Agent offering mortgage advise to first time home buyers to savvy real investors.

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  Yourmortgageyourway.ca

  May 2018 - now

  Mortgage agent