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Matthew Kelly

Matthew Kelly

Licensed Mortgage Agent and sales professional

Talent
OttawaMember since June 16, 2026
Customer Relationship BuildingLeadership and ManagementMicrosoft Office & ExcelSituational AdaptabilityCRM/POS SystemsProduct and Service Knowledge
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Customer Relationship BuildingLeadership and ManagementMicrosoft Office & ExcelSituational AdaptabilityCRM/POS Systems

About

Licensed Mortgage Agent and sales professional with a background in client consulting and financial negotiations. Committed to always making the mortgage process approachable and transparent as possible by combining real lender expertise with a people-first communication style. Known for building trust based relationships that guide buyers and referral partners through one of the most important financial decisions.

Experience

Mortgage Agent Level 1 at Verico Capital Home Lending (2025-04 – Present)

  • Assisted clients in obtaining home financing for new purchases, renewals/refinancing, and investments
  • Sourced mortgage solutions across 30+ lenders to ensure maximum return and value for specific client needs
  • Built and maintained a referral network through realtors, financial advisors, and past clients to generate consistent new business
  • Ensured all applications met lender guidelines and regulatory requirements under the FSRA

Sales & Leasing Consultant at Myers Orleans Chevrolet Buick GMC (2023-09 – 2026-04)

  • Assisted customers in selecting Chevrolet, Buick, and GMC vehicles by identifying needs, financial considerations, and lifestyle requirements
  • Generated new business through relationship building, product expertise, and market awareness
  • Consistently ranked top 3 in dealership sales and generated an average of $25,000 in monthly revenue
  • Negotiated vehicle purchases and financing options while aligning with customer budget and dealership goals

Customer Service Representative at LCBO (2022-11 – 2023-09)

  • Delivered extensive knowledge of 60+ brands of wines, spirits and beers in order to satisfy customer inquiries
  • Interacted with 100+ customers regularly and discussed promotions, products and anything pertaining to better and more satisfactory service
  • Built rapport with repeat customers, creating a trusted source for product recommendations

Shift Manager at McDonald's Canada (2018-11 – 2022-11)

  • Review and commit to understanding key reporting metrics, including over $20,000 in daily revenue, average guest check, payroll, and prepare monthly Profit/Loss statements to effectively communicate to the Management team
  • Helped coordinate daily operations in one of Canada's highest-grossing McDonald's locations with a 150+ employee workforce
  • Guide career development initiatives and perform scheduled quarterly staff evaluations with developmental feedback

Education

Business-Marketing Diploma in Business-Marketing – Algonquin College

Skills

Licensed Mortgage Agent and sales professional

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