Experience

Community Trust

• Financial Services
• 100 - 200 Employee

• Credit Quality Assurance Specialist

  • Mar 2022 - Present



First National Financial LP

• Canada
• Financial Services
• 700 & Above Employee

• Third Party Mortgage Underwriter

  • Mar 2021 - Mar 2022



Northern Credit Union

• Financial Services
• 100 - 200 Employee

• Branch Manager

  • Feb 2007 - Feb 2021

  Overall financial performance of the branch•Implementation of sales strategies, and special campaign activities• Compliance and adherence to standardized sales routines•Coaching sales staff to achieve expected sales results•Prudent financial management of day to day branch expenses• Responsible for training new staff Responsible for health and safety of the branch•Experienced in working in a unionized environment. Also experienced in leading a unionized sales team

• Branch Manager

  • Feb 2007 - Feb 2007



Home Loans Canada

• Construction
• 1 - 100 Employee

• Mortgage Specialist

  • Jan 2006 - Jun 2006

  Established reciprocal business relationships for the purpose of identifying suitable customer prospects for residential mortgage financing. Made the availability to meet clients at times that are convenient for them (i.e. in their home or at their office). •Interviewed and took applications, obtained all pertinent personal and credit information, confirmed employment, salary and source of down payment and submitted application with recommendations for approval. •Actively promoted CIBC's Creditor Life Insurance product. •Met and exceed mortgage sales targets of $500,000 in mortgage production monthly. •Ensured service excellence to distinguish HLC from the competition. •Participated in sales/underwriting programs delivered through CMI University, which are designed to enhance sales ability and business knowledge. •Sound knowledge of residential lending industry and mortgage lending policies Wells Fargo Financial (formerly Trans Canada Credit), Sudbury Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Branch Manager

  • Jan 1996 - Jan 2005

  Assisted the Branch Manager in day to day operations of a national consumer credit operation in various locations thru out Ontario •Managed junior staff thru daily training and mentoring •Ensured all goals were met and surpassed •Helped store location in Brampton maintain a fully distinguished operation for three years •Authority to act and approve credit limits within set limits Responsible for extensive mortgage portfolio, i.e., prospecting for potential leads, and ensuring all mortgage policies set by the company and/or Provincial/National laws were met.; Managed a 7 million dollar accounts receivable portfolio consisting of various commercial clients •Mentored and trained junior staff •Assessed companies credit worth thru financial data interpretation •Maintained client relationships thru daily and monthly follow up with the owners and/or Presidents of companies. •Ensured that clients stayed with JD Factors thru exemplary client service skills in a highly competitive market Show less