Experience

Integrum Mortgage

• Canada
• Financial Services
• 1 - 100 Employee

• Manager, Residential & Commercial Mortgages

  • Jun 2021 - Present



Clear Trust Mortgage Inc.

• Manager, Residential Mortgages

  • Mar 2013 - Present

  -Offers help and advise in securing a mortgage.-Liaise with various banks on the client's behalf to secure the best deal-Ensure clients understand the processes with enough knowledge to make decisions confidently regarding their finances. -Offers help and advise in securing a mortgage.-Liaise with various banks on the client's behalf to secure the best deal-Ensure clients understand the processes with enough knowledge to make decisions confidently regarding their finances.



Bank of Montreal

• Canada
• Investment Management
• 1 - 100 Employee

• Financial Service Manager

  • Sep 2010 - Jan 2013

  As a Financial Services Manager at BMO Bank of Montreal, I build strong relationships with customers in an exciting, sales-focused environment.I retain and expand customer relationships to achieve retention, sales, service and profitability objectives. I identify opportunities to increase share of wallet by using advice based sales and service principles, practices and techniques. I profile customers to develop an understanding of their needs and identify referrals to BMO partners for customers with more complex financial needs.



Coast Capital Savings

• Canada
• Financial Services
• 700 & Above Employee

• Customer Service Representative

  • Apr 2008 - Sep 2010

  As part of a team of financial professionals, I consistently deliver great customer experiences within a branch environment. I fulfill the transactional needs of personal and commercial customers, proactively identifying and discussing customer needs and if required referring to an appropriate team member or fulfilling directly where appropriate. I ensure compliance and adherence to Bank policies and procedure, as well as, assist with branch administration and operations through completion of assigned tasks to ensure an effectively and efficiently operating branch.