Experience

BMO

• Canada
• Financial Services
• 700 & Above Employee

• Mortgage Specialist

  • Oct 2021 - Present

  Mortgages

• Mortgage Specialist Associate

  • Sep 2020 - Oct 2021



Glacier Media-Burnaby Now

• Burnaby, British Columbia, Canada

• Zone Lead

  • Sep 2015 - Sep 2020

  Glacier Media is the owner and publisher of the Burnaby Now, New West Record and other community newspapers. Achievements: -130 out of 132 reporting employees achieved the customer satisfaction standard in 2019 Role summary: On-boarding, training and supervision of over 130 distribution employees Glacier Media is the owner and publisher of the Burnaby Now, New West Record and other community newspapers. Achievements: -130 out of 132 reporting employees achieved the customer satisfaction standard in 2019 Role summary: On-boarding, training and supervision of over 130 distribution employees



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Branch Manager

  • Oct 2014 - May 2015

  Retail banking. One of the top five banking institutions in Canada. Achievements: -Branch exceeded quarterly mortgage target in first month of starting position -Team achieved 150% of branch target for MasterCard applications via in-branch competition Role Summary: Managed a staff of eight Financial Services Managers/Customer Service Representatives with a goal of achieving sales targets through needs based recommendations and top customer service ratings Retail banking. One of the top five banking institutions in Canada. Achievements: -Branch exceeded quarterly mortgage target in first month of starting position -Team achieved 150% of branch target for MasterCard applications via in-branch competition Role Summary: Managed a staff of eight Financial Services Managers/Customer Service Representatives with a goal of achieving sales targets through needs based recommendations and top customer service ratings



CMLS Financial

• Canada
• Financial Services
• 200 - 300 Employee

• Mortgage Underwriter

  • Jul 2013 - Oct 2014

  CMLS is one of the largest mortgage companies in Canada that works with affiliate mortgage brokers and has gained over $20 billion in assets under administration. Achievements: -Acknowledged by brokers for providing exemplary service under tight deadlines -Selected to be on the event committee which headed the achievement of $1 billion in funds under administration in CMLS's first year of residential underwriting Role Summary: Underwrote an average of ten to twelve mortgages per day, provided document fulfillment service and seamless customer service in partnership with affiliated brokers for mutual clients. Show less



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Assistant Branch Manager, Sales

  • Jan 2011 - Jul 2013

  Retail Banking. One of the top five banking institutions in Canada. Achievements: -Designated the Mutual Fund Branch Compliance Officer position after passing Provincial Compliance Exam-Selected to champion the BMO Kids Help Phone Bowl-a-thon event which raised three times our target amount-Team Achieved 115% of sales target in fiscal 2012Role Summary: Led a team of eight Financial Services Managers with a goal of achieving 100% in customer service ratings and sales targets through active listening, analyzing financial needs and product recommendations. Show less

• Financial Services Manager/Personal Banker

  • Sep 2000 - Jan 2011

  Retail Banking. One of the top five banks in Canada. Achievements: -Received top creditor insurance sales award-Achieved Unilateral Discretionary Lending Limits to approve loans and mortgages -Successfully passed Investment Funds In Canada exam to obtain license to sell mutual funds -Selected to oversee the fulfillment of the New Construction Development mortgage portfolio and implemented system to ensure completion of all deals -Promoted to Relationship Manager and Account Manager, managing top decile clients-Promoted to Assistant Branch Manager, Sales in the second largest branch in British Columbia Role Summary: Held various titles under the position of Financial Services Manager, managing clients' personal banking, investment and lending needs while providing premium customer service. Show less



Wells Fargo Financial Corp - Formally Trans Canada Credit Corp

• Fort St John

• Sr Customer Accounts Representative

  • Sep 1997 - Sep 2000

  Trans Canada Credit is a loans, mortgage and dealer finance company that changed it's name to Wells Fargo Financial in 2005. Achievements: -Top creditor insurance sales -Exceeded loan targets each year -Promoted from Customer Service Rep to Senior Customer Accounts Representative -Added 3 new Dealer Finance companies as part of Sr CAR role in last year of employment -Designated to assist with training new lending employees Role Summary: Provided superior level of customer service while performing credit analysis and underwriting loan and mortgage applications. Handling collections of past due payments. Lending within designated limits to a client base of over 3000 households in the region. Show less



TD

• Canada
• Banking
• 700 & Above Employee

• Customer Service Representative

  • Sep 1994 - Oct 1997

  Retail Banking. One of the top five banking institutions in Canada. Achievements: -Balanced cash daily with no branch losses Job summary: Provided exceptional customer service assisting clients with banking transactions involving cash, cheques and bill payments while proactively making referrals for additional banking needs to Personal Bankers. Retail Banking. One of the top five banking institutions in Canada. Achievements: -Balanced cash daily with no branch losses Job summary: Provided exceptional customer service assisting clients with banking transactions involving cash, cheques and bill payments while proactively making referrals for additional banking needs to Personal Bankers.