Senior Underwriter

• Sep 2022 - Present

Senior Underwriter

• Sep 2022 - Jan 2023

Credit Analyst

• Jul 2019 - Sep 2022

Financial Advisor

• Feb 2018 - Jul 2019

Investments: -Enhanced existing and established new relationships by delivering trusted investment advice by identifying and promoting TD investment offerings and wealth solutions that fit and meet client needs. -Conduct client interviews to clarify short-term and long-term financial goals, confirming risk tolerance levels, clarifying financial objectives and identifying challenges and opportunities. Real Estate Lending: -Review and verify borrowers’ income, credit bureau, employment histories, property appraisals to prepare loans for underwriting approvals, ensuring timely, judicious and accurate processing of products. Business Development :-Uncover banking needs, providing help and advice, as well as identifying sales and referral opportunities to leverage TD’s wide range of credit and investment solutions to provide a needs-based approach resulting in satisfied, loyal clients and increased referrals. Customer Engagement :- Problem solving and people skills, with the ability to build strong relationships by proactively connecting with clients. Resolve problems at first point of contact where possible and refer more complex concerns to appropriate staff. - Focus on client education and demonstrations, leveraging technology to deliver a memorable client experience, drive sales, and retain business. Show less

Financial Advisor Associate

• Jul 2017 - Jan 2018

- Selected out of a pool of thousands of applicants to participate in TD Bank's Associate program for consumer banking. - The program consists of 6 months of rotational training in every consumer banking role while simultaneously becoming certified in all related fields including mutual funds licensing, financial advisory and business banking. - Upon successful completion of the program, placed into the Financial Advisor role at permanent branch and begin working in this capacity independently Show less

Insurance Advice Sales Specialist with Direct Channels

• May 2016 - Jul 2017

- Providing legendary customer service to the customers.- Advising customers about the Insurance and protection plans available for them by providing a high level of service resulting in increased sales revenue. - Promoting banks features and benefits as part of ongoing portfolio review, cross sell a variety of products at every opportunity, resulting in increased awareness amongst TD’s customers about the bank’s offerings. - Successfully achieved top sales, quotes and call targets in the department. Show less

Head Resident Assistant

• Aug 2016 - Apr 2017

- Mentoring and supporting a team of 20 student staff through one-on-one support, team social events, and representing staff needs and concerns to management- Facilitated multiple unit meetings and social events between 30+ Canadian and International students to ensure they were comfortable with residence life, resolving conflict and setting norms to sustain a healthy living environment. - Leading role in response to incidents, including rule violations, facilities problems, and medical emergencies- Assisting in the coordination and facilitation of training week activities, sessions and logistics- Participating in new and returning staff interviews/selection process- Developing and maintaining relationships with security and physical plant staff, school administration, and other student groups to ensure a positive experience for residents. Show less

Resident Assistant

• Sep 2014 - Sep 2016

- Facilitated multiple unit meetings and social events between 30+ to ensure Canadian and International students were comfortable with residence life, resolving conflict and setting norms to sustain a healthy living environment. - Oversee and mentor first year residence students, and guiding them through their first year of university.- Active role in planning and organizing important events during the year.- Provide access to campus and city resources as per residents' needs.- Respond to emergency situations. Show less

Summer Programs Co-ordinator

• May 2015 - Aug 2016

- Plan and schedule social programs and events for visiting international students with King's partner universities and secondary schools.- Co-ordinate staff to lead events and excursions. - Manage financial, secretarial tasks

Tour Guide

• Sep 2014 - Aug 2016

- Interact with many potential students and conducted individual as well as group tours.- Make sure students and parents know everything about the University.

Financial Marketing Representative

• May 2015 - Feb 2016

- Execute promotions, initiate conversations with as many customers as possible, maximize credit card sales and activations. - Handling Credit Card Applications. - Execute promotions, initiate conversations with as many customers as possible, maximize credit card sales and activations. - Handling Credit Card Applications.

Call Center Agent

• Oct 2014 - Mar 2015

- Making Calls to customers on behalf of American Express. - Inbound/ Outbound Customer Service representative. - Making Calls to customers on behalf of American Express. - Inbound/ Outbound Customer Service representative.

Junior Associate at The International Office

• Aug 2013 - Mar 2014

- Representing the office by sitting on the front desk. - Solving quires of students and parents. - Organizing and updating all records. - Performing task such as transcribing and also organizing events. - Representing the office by sitting on the front desk. - Solving quires of students and parents. - Organizing and updating all records. - Performing task such as transcribing and also organizing events.