Experience

Ardent Mortgages FSRA 13023

• Canada
• Facilities Services
• 1 - 100 Employee

• Mortgage Agent

  • Jan 2023 - Present

  • Outbound calling existing upcoming renewal/maturity clients • Gathering information and completing the mortgage/renewal application • Updating internal records with most recent client information • Collect and review appropriate documentation for maturity/renewal process • Regular follow up with active stakeholders • Maintaining and updating the CRM with customer/stakeholder details, notes, and correspondence • Underwriting and submitting the file to the most appropriate lender Show less



Dominion Lending Centres Inc

• Canada
• Financial Services
• 700 & Above Employee

• Mortgage Agent

  • Apr 2021 - May 2023



Maple Leaf Foods Inc

• Canada
• Food and Beverage Manufacturing
• 700 & Above Employee

• Contractor

  • Jan 2021 - Apr 2021

  · Part of a project team accountable for the rollout of a strategic initiative to embrace a digital future for Maple Leaf plant employees. · Accountable for training the Asset Reliability Mobility (ARM) initiative throughout the Maple Leaf plants including employees, Trades staff and Supervisors. · Accountable for ongoing support to ensure proper use and identify possible enhancements · Part of a project team accountable for the rollout of a strategic initiative to embrace a digital future for Maple Leaf plant employees. · Accountable for training the Asset Reliability Mobility (ARM) initiative throughout the Maple Leaf plants including employees, Trades staff and Supervisors. · Accountable for ongoing support to ensure proper use and identify possible enhancements



Synergy Mortgage Group

• Canada
• Financial Services
• 1 - 100 Employee

• Mortgage Agent

  • 2020 - 2020

  · Complete open calls with clients to understand their wants, needs and financial position regarding purchase or refinance property · Responsible for retrieval, documentation, analysis and review of client documentation · Use client information to decide what loan they qualify for and negotiate terms with financial institution or lender · Issue mortgage commitment according to negotiated and approved terms · Accountable for scheduling of final contact signing and DocuSign Show less



Home Trust Company

• Canada
• Financial Services
• 700 & Above Employee

• Mortgage Officer

  • 2018 - 2020

  · Make prudent credit decisions on complex mortgage files· Receive, review, analyze and verify mortgage applications for completeness, accuracy, suitability and risk to ensure compliance with all aspects of Home Trust Company’s underwriting policies, procedures and guidelines per delegated authority matrices· Adhere to applicable compliance obligations including Privacy, Anti-Money Laundering/Anti-Terrorist Financing and internal Anti-Fraud Policy requirements· File Unusual Transaction Reports as applicable to fulfil individual employee obligations to detect and deter financial crimes activity. Maintain consistent, objective and sound risk assessments in a high volume, service-oriented environment· Negotiate loan terms to meet interests of the client and Home Trust’s risk tolerance· Issue mortgage commitment according to negotiated and approved terms· Review completeness and quality of file documentation prepared by Originations prior to funding· Work effectively with all internal business partners to underwriting quality transactions and provide a high level of service Show less

• Customer Service Specialist/Retail Credit Administrator

  • Jun 2017 - Sep 2018

  · MORTGAGE - Accountable for Mortgage call support delivering optimum servicing to our existing client base by promptly and accurately responding to customer inquiries on complex multiple problems. Also accountable for the accurate submission of applications and the performance of financial adjustments and non-financial maintenance when necessary to ensure that the customer and business expectations are met. Overall due diligence to ensure policies and procedures (i.e. privacy protection, AML) are followed when servicing clients and performing account maintenance.· VISA - Accountable for Visa call support including account inquiries, billing adjustments, accuracy of information, visa related issues/concerns. · RETAIL – Accountable for Retail Credit support including risk mitigation through ensuring quality and service standards are met through proper documentation and detailed client confirmation. Work closely with internal and external stakeholders to ensure the completeness and accuracy of the application and loan details. Assist with the development of staff to ensure understanding of the Retail Credit process. Advise management of opportunities for continuous improvement. Show less



Home Trust Company

• Canada
• Financial Services
• 700 & Above Employee

• Funding Specialist

  • 2016 - 2016

  · Accountable for quality assurance for Home Trust mortgages working with both Underwriting and Funding to mitigate risk by ensuring all documentation in place. · Accountable for quality assurance for Home Trust mortgages working with both Underwriting and Funding to mitigate risk by ensuring all documentation in place.