Manager, Broker Accounts

• Jun 2021 - Present

Residential Mortgage Underwriter

• Mar 2019 - Jun 2021

Junior Mortgage Underwriter

• Aug 2017 - Feb 2019

• Assisted senior underwriters and managers in credit decision process, evaluated and escalated potential risk within a volatile market• Reviewed and verified overall loan documents not limited to financial statement, income, down payment and security• Used sound due diligence for accuracy, compliance and completeness• Resulted with company audits above target at 99.82%• Met and exceeded fiscal target for 2017 at $8.3B among a 60-member underwriting team (Vancouver branch)

Financial Services Representative

• Jul 2016 - Jul 2017

• Consulted in-depth with clients to determine financial needs and future goals, and develop growth plans in both investing and borrowing• Utilized solid market and financial data to offer detailed sound advice on strategies to meet clients’ needs• Identified center of influences to expand book of business, work closely with TD internal wealth partners• Assisted management team in leading 2017 Retirement Saving Plan Campaign, resulting $4M investment volume in 2 months

Customer Service Representative

• Jun 2015 - Jun 2016

• Provided clients with impartial, accurate advice and exceptionally customer experience• Identified referral opportunities while searched for cross sell opportunities• Assisted in Risk Advisor audit pass by demonstrating strong acumen in cash management and compliance• Recognized as #Ace-of-the-day top teller for providing excellent customer service

Personal Mathematics Tutor

• May 2013 - May 2016

• Focused on tutoring university mathematics and economics• Motivated students through an active learning environment• Helped students developing problem solving and strategic thinking skills• Enhanced and increased students’ skills to achieve direct, measurable success • Focused on tutoring university mathematics and economics• Motivated students through an active learning environment• Helped students developing problem solving and strategic thinking skills• Enhanced and increased students’ skills to achieve direct, measurable success

Assistant Accountant

• Dec 2013 - May 2015

• Data entry, invoice posting, check preparation, bank reconciliation, journal entries as well as general office clerical work• Applied MS Word, Excel and QuickBooks Accounting software• Demonstrated high level of attention to detail, competence and professionalism • Data entry, invoice posting, check preparation, bank reconciliation, journal entries as well as general office clerical work• Applied MS Word, Excel and QuickBooks Accounting software• Demonstrated high level of attention to detail, competence and professionalism