Caitlyn Drybrough
Mortgage Specialist at MortgagesLab- Claim this Profile
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Topline Score
Bio
Credentials
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Mortgage Brokers, Mortgage Lenders And Mortgage Loan Originators
UBC Sauder School of BusinessMar, 2023- Nov, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
PrimericaJun, 2022- Nov, 2024 -
Hubspot Agency Partner Certification
HubSpot AcademyJan, 2020- Nov, 2024 -
Advanced First Aid & CPR
UniFirst First Aid + SafetyMay, 2016- Nov, 2024
Experience
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MortgagesLab
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Canada
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Banking
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1 - 100 Employee
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Mortgage Specialist
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Mar 2023 - Present
As a Mortgage Professional, my ultimate goal is to help as many people as I can, and guide them using my knowledge and my heart. I value integrity and ethical behavior and I aim to build a deep trust and rapport with my clients. Family means everything to me, and I treat every client like how I would treat my closest family members. I do not take my position lightly, and I respect the process of buying a home. Whether it’s your first home, second, or third, it’s a very big deal and needs to be handled with extreme care. I take the time and go above and beyond to lay all the options out on the table and guide folks to make the right decision. My goal when sitting down is to provide clients with multiple options and carefully explain each one, and then leave the decision in their hands. I explain complex financial concepts in a way that they will understand and I make sure that all details are clear! Everything is upfront and there are absolutely no surprises as that is NOT the way I do business! I have a passion for the industry that I am in, and I am constantly listening to podcasts, reading news articles and updating myself on the ever-changing information that is important to you in the buying or renewal process. It’s important to me that I give clients the most up to date and accurate information. My bubbly outgoing personality will help ease the stress of the mortgage process and my attention to detail will make sure we do things once and do it the right way. I will help navigate the paperwork and documentation with ease using top tier technology which makes the process extremely easy and they will receive constant updates via text or email throughout the entire process so they are kept in the loop consistently. Overall, I want to play an important role in my clients life by guiding you to achieve your dreams of owning a home or investing in properties. My promise to my clients is valuable guidance, the best option out there and laughs along the way! Show less
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Primerica
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United States
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Financial Services
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700 & Above Employee
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Finanical Advisor
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Jun 2022 - Present
Providing clients professional financial recommendations and offering priceless life insurance to protect them and their loved ones. Providing clients professional financial recommendations and offering priceless life insurance to protect them and their loved ones.
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CenturionPro Solutions Inc.
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Canada
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Machinery Manufacturing
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1 - 100 Employee
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National Account Manager
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Apr 2014 - Jul 2022
- Generate new business opportunities by leveraging existing relationships, and expanding Strategic Accounts- Successfully utilize Hubspot and all it's features- Work intimately with Wordpress and Shopify- Manage a Sales Team and ensure that targets and tasks are being executed- Prospect, secure meetings, and close new business with key decision makers in enterprise companies- Communicate progress with strategic account reviews, territory plans, and supply chain solutions- Manage the closing process by preparing deal overviews and contract summaries- Develop strategies to help clients make informed decisions through a consultative sales approach- Attend and Organize over 50 International and Domestic Trade Shows Show less
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Purchasing Manager
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Apr 2018 - Jul 2020
- Worked closely with Research and Development staff, as well as ManufacturingSource various parts and items for the best price- Obtain quotes from various vendors/suppliers and place orders as neededEvaluate quotes for components, service, packaging and machinery as needed.- Negotiate pricing, terms, lead times, etc. on materials as needed with Domestic and Overseas customers.- Advise production and planning of any changes concerning materials
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Office Manager
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Mar 2015 - Apr 2016
- Answer and direct phone calls that would come in- Organize and schedule appointments and meetings- Create/Post invoices in Sage 50 Accounting and send to customers- Use Fedex Ship Manager to create shipping labels for customer orders- Assist in the preparation of regularly scheduled reports- Develop and maintain a filing system- Book travel arrangements- Submit and reconcile expense reports- Research and creates presentations- Handle multiple projects- Ensure operation of equipment by completing preventive maintenance requirements; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques- Maintain supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies- Write letters and emails on behalf of other office staff- Maintain computer and manual filing systems- Handle sensitive information in a confidential manner- Coordinate office procedures and protocols- Develop and update administrative systems to make them more efficient- Resolve administrative problems- Oversee and supervise the work of junior staff- Provide polite and professional communication- Implement clerical duties and administrative processes- Conduct data entry Show less
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National Sales Manager
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Oct 2008 - Jul 2016
- Connected with prospects through multipronged approaches, including trade shows, cold calling and local-area networking. - Closed sales deals ranging from $15,000 to $25,000 on a weekly basis. - Worked in a very high pressure sales environment with extreme deadlines. - Managed over 250 Membership Accounts nationwide. - Managed a team of 10 employees, which included onboarding, training and keeping a detailed log of what they were accomplishing on a weekly basis. - Formulated and presented innovative strategies to executives and customers to build foundation for successful sales plans. - Achieved dramatic sales increase by skillfully managing relationships and proactive sales approaches. - Consistently and aggressively improved companies internal processes. - Managed all Social Media platforms and wrote all the content. Show less
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Meadow Gardens Golf Club
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1 - 100 Employee
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Waitress
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Mar 2008 - Jun 2009
- Greet and escort customers to their tables - Present menu and provide detailed information when asked - Prepare tables by setting up linens, silverware and glasses - Offer menu recommendations upon request - Up-sell additional products when appropriate - Take accurate food and drinks orders, using a POS ordering software - Arrange table settings and maintain a tidy dining area - Deliver checks and collect bill payments - Meet with restaurant staff to review daily specials, changes on the menu and service specifications for reservations (e.g. parties) - Follow all relevant health department regulations - Provide excellent customer service to guests Show less
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Education
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UBC Sauder School of Business
Mortgage Broker -
IFSE Institute
Financial Planning and Services -
Pitt Meadows Secondary
High School Diploma
Community
