Mortgage Broker - Blue Tree Mortgages West / Dominion Lending Centres - Kelowna, BC
(2025-07)
- Advise clients on mortgage options aligned with goals, budget, and borrowing capacity.
- Manage files from discovery and document collection through lender submission, approval, and completion.
- Review income, credit, liabilities, and supporting documents to structure lender-ready applications.
- Build referral relationships with clients, realtors, lenders, and other partners.
- Coordinate with lenders and legal professionals to support efficient closings.
Operations Manager - Safe Harbour Financial Solutions - Kelowna, BC
(2024-11 - 2025-03)
- Created systems to support investment trade processes and improve operational consistency.
- Refined the digital filing system to strengthen organization and workflow efficiency.
- Improved standard operating procedures to support execution and accountability.
- Led weekly EOS meetings to align priorities and track progress.
- Liaised with advisors to help maintain client relationships and service continuity.
Assistant Branch Manager - Coast Capital Savings - Kelowna, BC
(2023-10 - 2024-11)
- Directed branch operations with a focus on training, mentoring, and staff development.
- Designed and implemented a vault duty system that improved workflow, productivity, and compliance.
- Led initiatives to strengthen employee product knowledge and regulatory understanding.
- Coordinated with internal departments to improve branch efficiency and service delivery.
Relationship Manager - Coast Capital Savings - Kelowna, BC
(2023-04 - 2023-10)
- Partnered with clients to update financial plans and support long-term goals.
- Applied mortgage, loan, and line of credit underwriting experience to client solutions.
- Worked across teams to ensure smooth loan processing and timely completion of applications.
- Mentored Member Advice Specialists and served as branch Credit Card and Engagement Champion.
Financial Advisor - CIBC - Kelowna, BC
(2022-11 - 2023-04)
- Managed a client base of 300+ and delivered tailored financial advice.
- Supported long-term planning, savings, and investment growth conversations.
- Conducted peer training to improve meeting structure and client engagement.
Senior Financial Advisor - Valley First Credit Union - Kelowna, BC
(2021-07 - 2022-10)
- Managed a portfolio of 300+ clients, delivering personalized wealth and lending strategies.
- Trained new advisors and led the Occupational Health and Safety Committee.
- Underwrote mortgages, loans, and credit products with strong accuracy and turnaround.
Senior Member Solutions Advisor - Valley First Credit Union - Kelowna, BC
(2020-05 - 2021-07)
- Awarded Top Member Advice Center Advisor in 2020.
- Generated $2.4M in investments through client relationships and referral systems.
- Improved efficiency by developing support tools for investment processing and workflows.
Earlier Financial Services Experience - Valley First Credit Union / TD Bank - Kelowna, BC / Penticton, BC
(2015-06 - 2020-02)
- Awarded Top Member Advice Center Advisor in 2020.
- Progressed through advisory and contact centre roles involving wealth sales, portfolio growth, process improvement, and credit applications for mortgages, loans, lines of credit, and credit cards
- Achieved $1.4M in wealth sales and helped develop a centralized contact system and investment processing procedure
