Lesa Orr
Results-driven Financial Professional with 15+ years of experience in credit analysis, mortgage lending, financial planning, and branch operations
Hire this person
Send a job offer directly to this candidate
About
Results-driven Financial Professional with 15+ years of experience in credit analysis, mortgage lending, financial planning, and branch operations. Proven expertise in risk assessment, loan processing, regulatory compliance, and client relationship management. Strong track record of exceeding sales targets, optimizing financial processes, and delivering customized financial solutions to diverse clients. Skilled in stakeholder engagement, portfolio management, and team leadership.
Experience
Mortgage Specialist - Manulife - Greenwood, NS
(2021-01)
- Process mortgage applications, conduct credit analysis, and ensure compliance with lending policies
- Collaborate with clients and internal teams to deliver customized mortgage solutions
Branch Manager - Scotiabank - Bridgetown, NS
(2019-01 - 2020-12)
- Led branch operations, including lending, compliance audits, and team performance
- Drove sales growth and improved customer engagement
Financial Advisor - Scotiabank - Greenwood, NS
(2018-01 - 2019-12)
- Provided investment, mortgage, and insurance solutions
- Successfully transferred 12 mortgages from competing institutions within one year
Senior Financial Advisor - Scotiabank - Greenwood, NS
(2008-01 - 2018-12)
- Managed high-value client portfolios and delivered wealth management strategies
- Achieved "Million Dollar Club" recognition with $1M in mutual fund sales in one week
Financial Advisor - Scotiabank - Greenwood, NS
(1998-01 - 2008-12)
- Processed loans and supported personal and business banking clients
- Built long-term client relationships and provided financial guidance
Education
Diploma - Banking & Finance - Nova Scotia Community College - Kingstec Campus
