Experience

Homewise

• Canada
• Financial Services
• 1 - 100 Employee

• Mortgage Advisor

  • Jul 2020 - Present

  We get you the best mortgage from over 30 banksand lenders. Online and free! We get you the best mortgage from over 30 banksand lenders. Online and free!



THE BRITON GROUP

• Canada
• Staffing and Recruiting
• 1 - 100 Employee

• Administrative Assistant

  • 2019 - Present

  The Briton Group is a company that specializes in sourcing full-time and contract recruitment across the Greater Toronto Area and Canada. We provide an atmosphere that reflects positivity, ambition and success with a focus on staff augmentation for technical resources amongst various industries. As a client-centric company, we share a common goal to deliver quality yet strategic resourcing. The Briton Group builds trusted partnerships and aims to fulfill each company's growth and revenue objectives. Specializing in Java, Spring Boot, Angular, Nodes.js, React, iOS, Android, Microservices, .Net, DevOps, Web Automation, Selenium, JIRA, Webdriver, Cucumber and Python recruitment. Extensive experience building teams and exposing organizations across Canada to top tier technical talent. Clients: Industry expert in IT Recruitment for both Full-Time and Contract opportunities. Massive network of passive technical resources in a variety of industries Attention to detail and trusted recruitment partner Candidates: Industry expert in IT Recruitment for both Full-Time and Contract opportunities. Solid business relationships with a variety of organizations across Canada Extensive experience in career guidance, coaching, training and interview preparation



Office of Calum Ross -The Mortgage Management Group (TMMG)

• Canada
• Financial Services
• 1 - 100 Employee

• Mortgage Assistant

  • Jan 2020 - Jul 2020

  National sales leader for a large online mortgage brokerage division with a proven record of building relationships with external, internal partners in providing solutions for our clients. National sales leader for a large online mortgage brokerage division with a proven record of building relationships with external, internal partners in providing solutions for our clients.



CanWise Financial

• Canada
• Financial Services
• 1 - 100 Employee

• Mortgage Agent

  • Mar 2017 - 2020

  • Taking inbound leads, online, by phone, or in person and converting these to closed mortgage applications, with the support of the Documents Fulfillment team • Ensure a smooth mortgage application process for clients providing insight and thought to continuously improve the customer experience handling customer complaints, should they arise • Maintaining your Certified Mortgage Agent designation • Taking inbound leads, online, by phone, or in person and converting these to closed mortgage applications, with the support of the Documents Fulfillment team • Ensure a smooth mortgage application process for clients providing insight and thought to continuously improve the customer experience handling customer complaints, should they arise • Maintaining your Certified Mortgage Agent designation



CIBC Wood Gundy

• Financial Services
• 700 & Above Employee

• Portfolio Systems Analyst

  • Jan 2015 - 2017

  Jan 2015 - Present5 yrs 2 mosRespond to all queries and act as a first point of contact for client related issues •Provide assistance and training on the functionality and navigation of a new software application •Conduct a preliminary analysis of the problem, provide details, explain discrepancies and escalate unresolved issues to senior staff •Assist in identifying root causes and trends to avoid re-occurrence •Identify problems extract information and perform analyses to identify and correct issues •Review and respond to all requests received by telephone or by email •Work with senior staff to develop and maintain statistical reporting and issue logs



Dell Canada

• Canada
• IT Services and IT Consulting
• 200 - 300 Employee

• Small Business Sales Account Manager

  • Jan 2011 - Jan 2014

  ablished and maintained customer relationships with current and new clients •Sold Dell products and services by responding to inbound or placing outbound customer calls •Recommended business solutions considering customer needs and Dell interests •Built relationships with customers based on knowledge of Dell’s technology, products and services •Meet and exceeded monthly sales targets •Created quotes and processed Purchase Orders •Processed Claims and Returns if when needed ablished and maintained customer relationships with current and new clients •Sold Dell products and services by responding to inbound or placing outbound customer calls •Recommended business solutions considering customer needs and Dell interests •Built relationships with customers based on knowledge of Dell’s technology, products and services •Meet and exceeded monthly sales targets •Created quotes and processed Purchase Orders •Processed Claims and Returns if when needed



TD Canada Trust Bank

• Canada
• Entertainment Providers
• 300 - 400 Employee

• Telephone Banking Specialist

  • Jan 2007 - 2012

  bound telephone banking, received an average of 100-150 client calls a day •Assisted clients with day to day banking needs; i.e. paying bills, opening savings, chequing and GIC accounts, transferring funds, investment advice, credit cards, loans and mortgage referrals •Met a quarterly sales target based on selling TD products and services •Provided customer service to both existing and prospective TD clients •helped client’s pay arrears VISA and Line of Credit, and Bank Fee charges bound telephone banking, received an average of 100-150 client calls a day •Assisted clients with day to day banking needs; i.e. paying bills, opening savings, chequing and GIC accounts, transferring funds, investment advice, credit cards, loans and mortgage referrals •Met a quarterly sales target based on selling TD products and services •Provided customer service to both existing and prospective TD clients •helped client’s pay arrears VISA and Line of Credit, and Bank Fee charges



INGDirect

• Banking
• 1 - 100 Employee

• Direct Banking Associate

  • Jan 2006 - 2007

  Sold ING products to new and existing ING clients •Opened investments ranging from RSP’s, TFSA’s, CAD and USD savings accounts, and GIC’s •Responsible for meeting a monthly sales target of at least 100% or greater •Provided customer service Sold ING products to new and existing ING clients •Opened investments ranging from RSP’s, TFSA’s, CAD and USD savings accounts, and GIC’s •Responsible for meeting a monthly sales target of at least 100% or greater •Provided customer service