Experience

CMLS Financial

• Canada
• Financial Services
• 200 - 300 Employee

• Licensed Mortgage Specialist

  • Jan 2021 - Present



CIBC

• Canada
• Banking
• 700 & Above Employee

• • Oct 2018 - Dec 2020

  Mortgage Specialist - CIBC - Toronto, ON Nov. 2018 - Present• Collaborate with others to ensure clients are connected to the right people and opportunities• Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find the right solutions and provide client satisfaction.• Analyze the customer’s financial needs holistically and address initial mortgage request, identify additional financial needs of the customer through opportunities to cross sell additional CIBC banking products.• Identify “at risk” mortgage business and make every effort to retain clients with CIBC by referring customers to the CIBC Retention Team Show less

• • Apr 2017 - Jan 2019

  Responsible for engaging clients to meet their immediate and future needs. Handling objections and recommending suitable CIBC products and services for the clients. Scheduling call backs, appointments with clients to identify potential needs and opportunities. Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, mortgages and investments. Demostrating the benefits and assists clients in using all channels such as bank machines, telephone banking, mobile and online banking. Acting as sales and motivational for the team, while going above and beyond to maintain sales tracker along with the preparation of multiple learning materials for the team Show less



Crossmark

• Data Collector- Auditor

  • Jan 2016 - Feb 2019



Cash Money Head Office

• INET

  • Aug 2016 - Apr 2017



adidas

• Germany
• Sporting Goods
• 700 & Above Employee

• Adidas Team Leader & Sales Associate

  • Jan 2012 - Aug 2015