Licensed Mortgage Agent September 2020 – Present
Invis Mortgages
- Networking and Social Media promotion to find new business.
- Performed background checks, finance checks, pre-approvals and meetings with lawyers
- Consistently achieved sales goals and mortgage insurance goals on a monthly and annual basis
- Received an award for the most insurance sales on mortgage deals
- Ability to locate financing for clients who were unable to receive financing through banking institutions
CNAREA Candidate Appraiser June 2022 – Present
KMS Appraisals, Kelowna, BC
Mortgage Planning Specialist April 2016 – September 2022
INVESTORS GROUP, Kelowna, BC
- Work with Investors GroupFinancial Consultants to meet client’sholistic financial planningneeds.
- Meet with clients; gatherapplication information and financial documents from clients.
- Perform background checks, creditchecks, pre-approvals, reviewing offers, appraisals, and meetings with lawyers
- Input Application into Financial software, submit, track, follow up and ensurecompletion of mortgage
- Ensure legal requirements are met and mortgage fundson time.
- Meeting and exceeding salestargets.
Licensed Realtor November 2011 – April 2016
RE/MAX, Whitecourt, Alberta
- Establish a client base, cultivate professional relationships, and build trust with prospective clients
- Provide in-office support to new clients
- Meet clients to list properties for sale, take photos of the property& upload information to MLS
- Advertise and promote listedproperties for sale in print and socialmedia
- Show properties to real estate buyersand keep them updated with new properties available on the market
- Service client needs, provideinformation on appraisals, financing options, mortgages, etc. and ensurethey understand all aspects involved in purchasing a new home
