Paul Marion

Mortgage Aministrator at Rapport Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
York, Ontario, Canada, CA

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Credentials

  • Smart Serve
    Responsible Service Training Program
    Sep, 2013
    - Oct, 2024

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Aministrator
      • Jan 2020 - Present
    • Canada
    • Insurance
    • 700 & Above Employee
    • Mortgage Administrator, Legal - Mortgage Operations
      • May 2019 - Nov 2019
    • Canada
    • Law Practice
    • 1 - 100 Employee
    • Legal Assistant
      • Sep 2018 - Oct 2018

      Legal Assistant to two Real Estate Lawyers on a contract (temporary) basis through Robert Half Legal. Legal Assistant to two Real Estate Lawyers on a contract (temporary) basis through Robert Half Legal.

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Residential Mortgage Funder
      • Jun 2018 - Aug 2018
    • Canada
    • Insurance
    • 100 - 200 Employee
    • Title Specialist
      • Oct 2016 - Jun 2018

      A yes as the legal service provider for the lender. Prosessed mortgages from start to finish. Review title to the property, advise of any title discrepancies, requested for motagage payouts. Contact borrowers to review the details, and send for remote signing. Review signed documents and request for funds, and assisted the call centre by answering questions for financial advisors. A yes as the legal service provider for the lender. Prosessed mortgages from start to finish. Review title to the property, advise of any title discrepancies, requested for motagage payouts. Contact borrowers to review the details, and send for remote signing. Review signed documents and request for funds, and assisted the call centre by answering questions for financial advisors.

    • Law Clerk
      • May 2016 - Sep 2016

      Assist the firm by preparing & drafting all court documents i.e. Plaintiff Claims, Defences, Motions and Affidavits, Garnishments Etc. for Small Claims Court, Civil Litigation and and Family Law. Issuing and filing documents with the court, managing files from start to finish, recording dates, dockets and disbursements per file. Transcribed dictations from the lawyer using audio cassette tapes and audio deck player. Help run the office from day to day operations by scheduling appointments with clients, and other generic office duties such as filing, faxing, and emails. Show less

    • Canada
    • Legal Services
    • Real Estate Legal Assistant/Law Clerk
      • Jan 2016 - Feb 2016

      Manage Real Estate files, and administer from start to finish. Provide office/clerical support. Prepare draft documents through Coveyancer and Teraview.. Prepare Statement of Accounts and Trust Ledger Statements. Contacting the client, set up appointments, get additional information. Manage Real Estate files, and administer from start to finish. Provide office/clerical support. Prepare draft documents through Coveyancer and Teraview.. Prepare Statement of Accounts and Trust Ledger Statements. Contacting the client, set up appointments, get additional information.

    • Legal Assistant/Law Clerk
      • Jul 2015 - Dec 2015

      Residential/Condominium Real Estate Transactions, (sales, purchases, & refinance) Corporate Law services, Wills & Estates administrations. Residential/Condominium Real Estate Transactions, (sales, purchases, & refinance) Corporate Law services, Wills & Estates administrations.

    • Test Center Administrator
      • Jun 2014 - Aug 2015

      Administer various secured exams for the candidates, such as medical exams, business financial exams, IT exams, and Project management exams Provide a high secured testing environment for the exams by proctoring regularly to ensure secured testing for all candidates • Confirming appointments by checking in candidates in accordance to the Client Practise by verifying secure identification requirements, photo capture, and biometrics Provide high security protocols by checking pockets, ankles, wrists and wand the candidates to ensure no unauthorized items are brought into test room Provide the candidates with authorized testing material such as Scratch paper and pencils, or boards and markers, and calculators for some Show less

    • Law Clerk
      • Feb 2015 - Apr 2015

      Checking/updating client files, open new files, provide support services and administrative/clerical support. Checking/updating client files, open new files, provide support services and administrative/clerical support.

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Office Manager Administrative Assistant
      • Mar 2013 - Mar 2014

      General office duties such as operating Voip phone systems, taking calls and directed them, Compliance by filing and storage of documents using PDF files, scanning and uploading into D+H Filelogix Expert. Provide payroll and accounting services monthly maintaining Trust Accounts and Business accounts by using Simply Accounting. Accounts receivable and accounts payable Generated reports for lenders and brokerages for the mortgage industry using MS Office (excel, word) General office duties such as operating Voip phone systems, taking calls and directed them, Compliance by filing and storage of documents using PDF files, scanning and uploading into D+H Filelogix Expert. Provide payroll and accounting services monthly maintaining Trust Accounts and Business accounts by using Simply Accounting. Accounts receivable and accounts payable Generated reports for lenders and brokerages for the mortgage industry using MS Office (excel, word)

    • Customer Service Representative
      • Jul 2007 - Nov 2013

      Worked the front lines in a fast pace manner proving exceptional customer service by following standards set out by the company, and up selling and cross selling products maximize gross revenue and profits. Being quick and efficient is the key quality to friendly and exceptional customer service Maintaining and providing high quality products set out by the Always Fresh Standards of the Company by ensuring stock levels of and products by the quantity. Monitoring staff by training and coaching them ensuring that all Company Standards are being followed, as well as maintaining health and saftey to ensure a safe work environment at all times. Show less

    • Administrative Assistant
      • Feb 2011 - Mar 2013

      Filing, storing, scanning, uploading documents. Managed and operated Voip Phone Systems, and taking general inquires, transferring calls. Offered office support by faxing, and email MS Office( word, excel, outlook) Payroll and Accounting (simply Accounting) Filing, storing, scanning, uploading documents. Managed and operated Voip Phone Systems, and taking general inquires, transferring calls. Offered office support by faxing, and email MS Office( word, excel, outlook) Payroll and Accounting (simply Accounting)

Education

  • triOS College Business Technology Healthcare
    Diploma, Law Clerk+Internship
    2014 - 2015
  • Penetanguishene Secondary School
    High School, Biological and Physical Sciences
    2002 - 2007

Community

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