Stefan Li
Mortgage Broker at 8Twelve Mortgage- Claim this Profile
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Bio
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Experience
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8Twelve Mortgage
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Canada
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Financial Services
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1 - 100 Employee
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Mortgage Broker
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Jan 2023 - Present
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Burke Financial
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Canada
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Financial Services
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1 - 100 Employee
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Mortgage Specialist
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Jan 2022 - Dec 2022
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Capital Lending Centre
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Financial Services
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Mortgage Agent
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Aug 2019 - Mar 2022
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360Lending
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Canada
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Financial Services
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1 - 100 Employee
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Mortgage Agent
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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.
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Bell
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United Kingdom
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Advertising Services
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1 - 100 Employee
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Small Business Specialist
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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
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Remington Group
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Papua New Guinea
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Consumer Electronics
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1 - 100 Employee
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Information Technology Support Analyst
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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
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Education
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Humber College
Master of Computer Applications - MCA, Real Estate -
Seneca College
Computer and Information Sciences and Support Services -
Seneca College
Homeland Security, Law Enforcement, Firefighting and Related Protective Services