Wendy Wong-You
Equipment Leasing Professional at Alliance Financial- Claim this Profile
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Bio
Experience
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Alliance Home Loans NMLS#142084
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United States
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Banking
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1 - 100 Employee
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Equipment Leasing Professional
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Jan 2009 - Present
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Equipment Leasing Professional
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May 2006 - Present
I consult with client's looking for financing that are purchasing a home, re-financing, new to canada, self employed, That may require a private mortgage. Leasing equipment for business owners, individuals, as well as Franchise owners, Vendors.
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Mortgage Professional
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Jan 2009 - Present
Establish relationships with mortgage clients and provide them with the best financial solutions that meet their individual needs. Provide mortgages to clients for residential purchases, vacation or investment properties, as well as for refinancing. Provide expert equipment leasing solutions to businesses Establish relationships with mortgage clients and provide them with the best financial solutions that meet their individual needs. Provide mortgages to clients for residential purchases, vacation or investment properties, as well as for refinancing. Provide expert equipment leasing solutions to businesses
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Mortgage Professional
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Nov 2008 - Present
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Assistant Manager
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Apr 2000 - Present
Responsible for store operations and ensured receipts balanced on a daily basis. Responsible for verifying inventory received and ensured accuracy. Trained personnel, conducted interviews and hired staff. Responsible for store operations and ensured receipts balanced on a daily basis. Responsible for verifying inventory received and ensured accuracy. Trained personnel, conducted interviews and hired staff.
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Mortgage Agent
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Jul 2006 - Oct 2008
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Certified Home Inspector
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May 2005 - Jun 2006
Inspected new and/or re-sale homes for structure, safety, functionality, etc. A comprehensive written report was prepared by me and given to the client. Inspected new and/or re-sale homes for structure, safety, functionality, etc. A comprehensive written report was prepared by me and given to the client.
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Sales Representative
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Oct 2004 - Apr 2005
Interviewed clients who were requesting furniture upholstery services. Provided a cost analysis of reupholstering existing furniture with good frames rather than purchasing lesser quality furniture. Received top sales awards in the district. Interviewed clients who were requesting furniture upholstery services. Provided a cost analysis of reupholstering existing furniture with good frames rather than purchasing lesser quality furniture. Received top sales awards in the district.
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Driver
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Feb 1998 - Mar 2000
Operated a courier service, delivered mail parcels etc. in Scarborough, Markham, Stouffville and Uxbridge. Maintained a clean driving record. Operated a courier service, delivered mail parcels etc. in Scarborough, Markham, Stouffville and Uxbridge. Maintained a clean driving record.
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Manager
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Apr 1990 - Jan 1998
Becker's Milk Store Responsible for store operations. Ordered inventory and maintained records. Hired and trained staff. Paid staff payroll and maintained payroll records. Balanced receipts, lottery and prepared daily bank deposits. Provided excellent service and increased store sales year over year. Becker's Milk Store Responsible for store operations. Ordered inventory and maintained records. Hired and trained staff. Paid staff payroll and maintained payroll records. Balanced receipts, lottery and prepared daily bank deposits. Provided excellent service and increased store sales year over year.
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CIBC
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Canada
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Banking
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700 & Above Employee
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Supervisor
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Aug 1974 - Sep 1991
I have over 17yrs in the financial service industry. My approach to assisting clients is understanding their needs foremost and then providing them with the best financial solution that meets their individual needs. I work with my clients and give them support throughout.
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Head Teller
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Jun 1974 - Mar 1988
Interacted with customers and processed transactions to their satisfaction.Ensured that the monthly bank statements were prepared accurately and mailed on time. Responsible for teller supervision. Responsible for training the tellers. Scheduled holidays and daily lunch breaks to ensure good customer service.SecretaryAnswered telephone calls in professional manner.Scheduled appointments for the branch manager. Type at 60 words per minute. Typed letters and memos, etc., voice recorded by the manager and assistant manager, ensured correctness. SupervisorSupervised four officers in the ledger and foreign exchange departments and ensured the departments operated in an efficient manner. Show less
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Education
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RH King
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Grade 12 High School equivalent