Experience

Ontario Lending Solutions Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Marketing Manager

  • Nov 2019 - Present

  -Distributing leads on a daily basis to mortgage brokerage team- Identifying business opportunities through CRM program- Coaches to building pipelines, communicating with clients, deliveringvaluable marketing strategies to excel in mortgage agent role

• Mortgage Professional

  • Jul 2019 - Present

  - Provide clients with customized mortgage solutions and advice through A lending as well as alternative lending - Develop relationships with external partners- Build client loyalty through a keen desire to provide exceptional andpersonalized service, while proven motivation and entrepreneurial salesstyle allows me to drive the business results I desire- Manage pipeline on a daily basis



RBC

• Canada
• Banking
• 700 & Above Employee

• Mortgage Specialist

  • Jun 2017 - Jun 2019

  - Provide clients with customized mortgage solutions and advice- Develop relationships with both internal and external partners- Build client loyalty through a keen desire to provide exceptional andpersonalized service, while proven motivation and entrepreneurial salesstyle allows me to drive the business results I desire- Educating branch associates on spotting opportunities throughtraining sessions on a weekly basis- Manage pipeline on a daily basis

• Mortgage Specialist Associate

  • Aug 2016 - Jun 2017

  - Provided superior support to Mortgage Specialist- Managed Mortgage Specialist's transactions, emails, applications,phone calls & faxes- Organized Mortgage Specialist's calendar/planner/files

• Client Advisor

  • Sep 2015 - Aug 2016

  - Proactively engaged with clients in the branch and delivered anoutstanding service experience- Completed transactions and identified opportunities for advice,solutions, digital enablement and partner introductions- Managed risks by adhering to compliance routines, processes, andcontrols to protect client and shareholder interests while completingtransactionsAchievements:Highest EPO (Employee Pricing Offer) referrals to Mortgage Specialist#4 in Greater Hamilton Market for National CampaignsRecognized as Quarter 2 nomineeAppointed "Champion" of Lead CentralMember of Communications Team for Greater Hamilton Market



Bell

• Inside Sales Representative

  • Nov 2014 - May 2015

  - Met and exceeded individual sales and service targets- Maintained a high level of product and service knowledge through onsiteBell Mobility training, in-store and on-line training- Provided an exceptional level of customer service- Ensured customer concerns are resolved with urgency and goodjudgmentAchievements:Blue Chip Performance Award Mar 2015Hamilton/Burlington Top Sales Associate Feb 2015Ontario Top 20 Sales Associate Feb 2015 - Met and exceeded individual sales and service targets- Maintained a high level of product and service knowledge through onsiteBell Mobility training, in-store and on-line training- Provided an exceptional level of customer service- Ensured customer concerns are resolved with urgency and goodjudgmentAchievements:Blue Chip Performance Award Mar 2015Hamilton/Burlington Top Sales Associate Feb 2015Ontario Top 20 Sales Associate Feb 2015



TELUS Business Solutions

• Territory Sales Representative

  • Jun 2015 - 2015



Canada Post / Postes Canada

• Canada
• Freight and Package Transportation
• 700 & Above Employee

• Postal Clerk

  • 2009 - 2010