Underwriter / Fulfillment - Magenta Capital Corporation - Toronto, ON
(2022-01)
- Evaluate mortgage applications, reviewing income, credit, property appraisals, and supporting documents to assess risk and make lending decisions.
- Collaborate with brokers to clarify application details, resolve discrepancies, and ensure completeness of submissions.
- Maintain compliance with company guidelines and industry regulations, reducing funding errors and delays.
- Support pipeline management by prioritizing urgent files and meeting tight closing deadlines.
Mortgage Fulfillment Officer - Ratehub - Toronto, ON
(2020-03 - 2022-01)
- Verified supporting documents including employment letters, bank statements, appraisals, and credit reports.
- Assessed applicant profiles for creditworthiness, property value, and down payment source.
- Ensured accuracy and completeness of all documentation, leading to faster funding turnaround.
- Coordinated with brokers and clients to gather outstanding documents and clarify conditions.
Mortgage Assistant - Independent Mortgage Agent - Toronto, ON
(2019-11 - 2020-02)
- Improved efficiency of loan processing by streamlining document collection and follow-up.
- Prepared accurate and complete loan files for underwriting, supporting fast turnaround on approvals.
- Maintained compliance with privacy and data protection standards.
- Communicated regularly with clients to provide updates and resolve inquiries.
Customer Care Advisor - Scotiabank - Toronto, ON
(2018-02 - 2019-11)
- Handled high volumes of customer inquiries with professionalism and accuracy.
- Resolved issues effectively, increasing customer satisfaction scores.
- Met productivity goals and service level targets for call handling and issue resolution.
- Provided guidance on banking products and services tailored to customer needs.
Customer Service Representative - Progressa - Toronto, ON
(2016-06 - 2018-01)
- Delivered knowledgeable support regarding personal loan products and account information.
- Managed customer complaints and resolved service issues in a timely and empathetic manner.
- Updated client records and maintained accurate logs in CRM systems.
- Participated in regular training to stay current with product changes and service standards.