Several positions held at the Branch level, including, Supervision of Consumer Finance Underwriting, Underwriting of mortgage portfolio, and finally as a Salesperson for the Personal Banking division.

Opened Branch Office for Kelowna, BC based company
Company sales were based predominantly on private funds
Implemented the successful introduction of Institutional lending, beginning with Xceed, formerly known as IMC Mortgage Corp
Underwrote mortgages to qualify applicants
Managed private funds portfolio with regards to sales and delinquencies for lenders
Managed other sales and administrative staff

Successful Mortgage Agent, dealing primarily in the Alternative A or B Market
Top Sales in 2000
Cultured other Agents within company with regards to training and growing their business
Built strong relationships with lenders, appraisers and other service providers
Underwrote mortgages to qualify applicants
Worked in collaboration with private lenders to place funds and assist in managing their portfolio

Created and cultured an Independent Mortgage Broker firm in Calgary 18 Mortgage Agents when sold to partner in 2004
Recruited, trained and managed sales force
Established Agent training programs with lenders
Held Mortgage Brokerage License for the Company
Led sales team with regards to establishing a professional and ethical sales force in the Alberta market.
Managed private investor relations by placing deals, handling delinquencies and seeing to their lending needs.
Completed all Accounting transactions, including set up the books and preparing for year end.
Specialized in the Alternative A or B market with respect to individual sales.
Underwrote mortgages according to qualify applicants
Created a sound infrastructure, accounting and audit process for Company.

Successfully launched Home Plan Mortgage in the Alberta, Manitoba and Saskatchewan markets, to a degree that they were able to break the region in two and further drive sales
Top performing region in 2005 and a top performer for 2004 & 2006
Built strong relationships with Brokers in the wholesale community
Developed strong working relationships with the credit centre staff to ensure the sales process runs smoothly
Worked closely with Management team to ensure the best interest of the clients, staff and organization were represented & considered
Executed professional presentations to groups of 5 to 150 people at a time.

Developed & maintained strong relationships with Brokers/Owners and Regional Managers of national broker houses in assigned territory
Encouraged teamwork with the Area Managers and mortgage brokers to restructure credit requests into a solution that works for the client, broker and the lender
Implemented sales & territory plan for prospects & referral business opportunity by developing & maintaining relationships with mortgage brokers in strategic areas
Executed professional presentations to groups of Mortgage Agents while training Area Managers
Held Mortgage Broker license for Alberta
Provided leadership and support to team in Regional and Head office
Kept current with competitor products, rates and services
Represented moneyconnect at all industry functions, seminars and events in a professional manner

Partnered with Mortgage Brokers & their sales agents/assistants to promote Street Capital's products
Managed the distribution of CMHC insured mortgage products to ensure profitability
Contributed to increasing mortgage application volumes and funded mortgages
Managed an acceptable level of funding ratios in the region
Executed presentations to groups of Mortgages Agents with comfort and ease
Held Mortgage Brokerage license for Alberta
Liaised with mortgage underwriters and production staff to ensure quality business relationships were maintained
Created an awareness of local and area competitive marketing initiatives

Sourced & processed client applications for mortgages with Institutional and Private Lenders
Built strong relationships with lenders, appraisers and other service providers
Provided clients with relative information with regards to the mortgage options available
Adhered to strict confidentiality guidelines and practices
Utilized CRM program to maintain database integrity

Contract 1 yr Developed and maintained strong customer relationships resulting in increased sales & customer satisfaction
Excelled with client dispute resolution opportunities and ensured a positive outcome was achieved
Liased with Lenders, Brokers and Processing teams to ensure successful integration of programs & newly implemented procedures
Effectively trained new Mortgage Advisors, Lenders and Brokers
Conducted professional presentations to Lenders and Mortgage Brokers with comfort and ease
Completed both external & internal weekly reports with regards to client contact , program tracking and promotional opportunities
Represented FNF Canada at Industry & Client functions