Stefan Li

Mortgage Broker at 8Twelve Mortgage
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Location
Markham, Ontario, Canada, CA

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Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Broker
      • Jan 2023 - Present
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Specialist
      • Jan 2022 - Dec 2022
    • Financial Services
    • Mortgage Agent
      • Aug 2019 - Mar 2022
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Agent
      • Nov 2017 - Aug 2020

      - Accurately assess the client's situation, wants, and goals. - Follow-up with clients on a daily basis. - Cross-reference documents with Filogix, NAC, and CRM. - Support underwriting and closing as needed. - Structure mortgage request on Filogix to determine GDS/TDS ratios. - Referred unresolved customer grievances to designated departments for further investigation. - Accurately assess the client's situation, wants, and goals. - Follow-up with clients on a daily basis. - Cross-reference documents with Filogix, NAC, and CRM. - Support underwriting and closing as needed. - Structure mortgage request on Filogix to determine GDS/TDS ratios. - Referred unresolved customer grievances to designated departments for further investigation.

    • United Kingdom
    • Advertising Services
    • 1 - 100 Employee
    • Small Business Specialist
      • Jan 2015 - Oct 2017

      - Developed customer loyalty and monetary referral program to increase sales - Conducted competitive set analysis to pinpoint strategic opportunities within the local business sector - Managed appointments, coordinated meetings and company events including logistics, agendas and technologies - Consulted, diagnosed, solved problems and enabled the right online technology product and service - Developed and executed a business plan implemented monthly to consistently exceed monthly sales quotas and revenue targets in both retail and B2B divisions Show less

    • Papua New Guinea
    • Consumer Electronics
    • 1 - 100 Employee
    • Information Technology Support Analyst
      • Mar 2012 - Sep 2016

      - Assisted day to day checkups for entire head office - Analyze company’s data entry for security purpose - Installing, updating and viewing play backs on security system on different properties - 24/7 Help Desk support - Producing and implementing Technical Guides/Resources - Basic network troubleshooting - Assisted day to day checkups for entire head office - Analyze company’s data entry for security purpose - Installing, updating and viewing play backs on security system on different properties - 24/7 Help Desk support - Producing and implementing Technical Guides/Resources - Basic network troubleshooting

Education

  • Humber College
    Master of Computer Applications - MCA, Real Estate
    2019 -
  • Seneca College
    Computer and Information Sciences and Support Services
    2011 - 2013
  • Seneca College
    Homeland Security, Law Enforcement, Firefighting and Related Protective Services
    2009 - 2011

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