Experience

The Mortgage Wellness Group

• Canada
• Financial Services
• 1 - 100 Employee

• Mortgage Agent, Planner

  • May 2011 - Present

  Helping you #livebetter by using the equity in your own home and making your dreams a reality. Helping you #livebetter by using the equity in your own home and making your dreams a reality.


eXp Realty
• United States
• Real Estate
• 1 - 100 Employee
• Sales Representative

  • Mar 2020 - Present

Royal LePage Team Advantage Realty, Brokerage
• Sales Representative

  • Apr 2018 - Mar 2020


CENTUM National Mortgage Loans Inc.

• Canada
• Banking

• Senior Mortgage Agent

  • 2006 - May 2011

  • Obtaining and submitting mortgage applications to various banks/lenders. • Evaluate and analyze documentation supplied by client to be submitted to lenders. • Determination of acceptance based on income, debts and other pre-qualification conditions. • Communication to all parties involved. • Obtaining and submitting mortgage applications to various banks/lenders. • Evaluate and analyze documentation supplied by client to be submitted to lenders. • Determination of acceptance based on income, debts and other pre-qualification conditions. • Communication to all parties involved.



CentreCorp Management Services Ltd.

• Report Analyst

  • Oct 2003 - May 2005

  • Portfolio management of quarterly Financial/Operational reports, reporting directly to the President and submitted to the Senior Management Committee • This involves the compilation and review of information gathered throughout the company’s Canadian offices consisting of over 100 properties • Monitor and report monthly and quarterly results • Review leases and input information into database • Monitor and report monthly and quarterly rent • Monthly analysis of Property and Tenant performances • Assisted in the annual budget management and monthly re-forecasting • Assisted in the development and implementation of Budget Variance Analysis Report used in assisting the Leasing department • Assisted in the monthly preparation and distribution of Tenant Continuity Reports and Property Portfolio database • Gathered information from our JDEdwards program for monthly and quarterly reports • Assistance with Leasing for selected retail properties • Handled paying all outside brokers



Parry Sound North Star

• Bookkeeping

  • Jan 2002 - Aug 2003

  • Posting of journal entries, and general ledger maintenance in accounts receivable analyzing, monitoring, and creating customer accounts • Input orders from salespersons where accuracy is essential • Prepared and distributed customer invoices • Payroll • Prepared daily bank deposits • Handled confidential correspondence and reports • Telephone and counter reception • Posting of journal entries, and general ledger maintenance in accounts receivable analyzing, monitoring, and creating customer accounts • Input orders from salespersons where accuracy is essential • Prepared and distributed customer invoices • Payroll • Prepared daily bank deposits • Handled confidential correspondence and reports • Telephone and counter reception



Canada Revenue Agency - Agence du revenu du Canada

• Government Administration
• 700 & Above Employee

• Employer Accounts Agent

  • Feb 1996 - Dec 2001

  • Analyzed and investigated employer payroll accounts • Evaluated, resolved, and recovered EI and CPP contribution deficiencies as reported by the employer on each employee’s T4 slip within the T4 information return • Processed amended, additional, and deleted T4 slips and resolved any balances created to the employer account • Worked on a SIN validation program that involved detecting, investigating, and resolving SIN discrepancies before transmission to HRDC • Analyzed and investigated employer payroll accounts • Evaluated, resolved, and recovered EI and CPP contribution deficiencies as reported by the employer on each employee’s T4 slip within the T4 information return • Processed amended, additional, and deleted T4 slips and resolved any balances created to the employer account • Worked on a SIN validation program that involved detecting, investigating, and resolving SIN discrepancies before transmission to HRDC



Beaver Fuels / Shell Canada

• Business Owner Operator

  • Feb 1996 - Apr 2000

  • Operated two full service gas stations with convenience stores as well as act as an emergency Operator for a third station in North Bay • Hired and trained employees to ensure safety, technical upgrades, and service delivery • Responsible for the daily fuel inventory reconciliation and auditing using the computerized Verifone Pearl Shell Canada application • Weekly workplace inspections of the lot, pumps, and underground tanks • Daily checking of fuel prices • Administered my own bookkeeping, accounting, payroll, budgeting and pricing • Sat on the board representing Northern Ontario on the “Beaver Panel” which involved gathering issues and concerns from other station managers affecting the fuel industry