Max Lindsay

Mortgage Agent #M21000599 at Mortgage Financial Corporation, #10421
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Skills

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Bio

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Credentials

  • Mortgage Agent Certification
    Real Estate and Mortgage Institute of Canada Inc.
    Jun, 2019
    - Oct, 2024

Experience

  • Mortgage Financial Corporation, #10421
    • Mortgage Agent #M21000599
      • Jan 2022 - Present

      Residential and Commercial Mortgage Agent Residential and Commercial Mortgage Agent

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Client Relationship Manager - Real Estate Banking
      • May 2020 - Jan 2022

      Managed a $500MM portfolio of residential and commercial clients within Southern Ontario. Our team focused on all forms of real estate finance including Residential Construction, Land Acquisition/Servicing, Pre-Development, Commercial/Retail Construction, and Income Property Lending for strategic acquisitions or refinancing.Responsibilities include debt structuring, due diligence and analysis, loan funding, and relationship management of both clients and professional partners.

    • Commercial Accelerate Program
      • May 2019 - May 2020

      The Commercial Accelerate Program offers unique rotations within the Commercial bank such as: Distribution, Real Estate, Roynat Capital, Payments and Cash Management, Leasing, and Global Risk Management.

  • U SPORTS
    • Sporting Goods Manufacturing
    • Student Athlete - Varsity Men's Hockey
      • Sep 2015 - Apr 2019
    • Client Solutions Analyst - Commercial Banking
      • May 2018 - Aug 2018

      • Monitoring domestic and international portfolio of new and existing accounts; performing credit reviews and advising management of adverse risk conditions. • Conducting credit analysis using advanced methods and tools of aggregated data provided by clients of the organization, and other sources of data. • Collecting and analyzing financial statements, business plans, annual budgets, and cash flow projections of prospects and existing borrowers. • Creating various credit risk management documents on the internal system to meet with both external and internal audits and comply with federal regulations. • Assessing current market conditions to find economic and environmental factors influencing company results and revenue deterioration. • Ensuring that internal policy and compliance are achieved in every credit line and yearly reviews of the clients. Show less

    • Mortgage Funding Officer / Mortgage Accounting Officer
      • May 2016 - Aug 2017

      Summer Internships Summer Internships

  • Halifax Mooseheads
    • Canada
    • Spectator Sports
    • 1 - 100 Employee
    • CHL Hockey Player
      • Aug 2012 - Apr 2014

      QMJHL Hockey Player / Part Time Student at SMU QMJHL Hockey Player / Part Time Student at SMU

Education

  • University of Toronto - Rotman School of Management
    Bachelor of Commerce (B.Com.), Business/Commerce, General
    2015 - 2019
  • Hillfield Strathallan College
    2009 - 2012

Community

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