Mortgage Specialist

April Bartlett

Bartlett Hill, Eight Mile Rock ● P.O. Box F43278 ● Tel #: 242-***-**** ● Email: ac0pze@r.postjobfree.com

Education

Certified Financial Planner, September 2013, The Chartered Institute of Bankers in Scotland, The Bahamas Institute of Financial Services, Nassau, Bahamas

Bachelor of Arts in Banking and Finance Management, May 2006, Northwood University, West Palm Beach, FL

Associate of Arts in General Education, May 2004, Palm Beach Community College, West Palm Beach, FL

Work Experience

Mortgage Specialist – RBC FINCO, Nassau Bahamas, November 2016 – Present

Provide financial advice and solutions to customers of all life cycles.

Complete marketing activities and search for opportunities for new retail clients.

Personal Banking Officer - Scotiabank, Freeport, Bahamas, November 2014 – November 2016

Provide financial advice and solutions to customers of all life cycles.

Complete marketing activities and search for opportunities for new retail clients.

NAL Specialist - Scotiabank, Freeport, Bahamas, November 2012 – October 2014

Rehabilitate NAL/Pre NAL mortgages minimizing the bank’s delinquency.

Deliver excellent customer service inline with the bank’s service standards and enforce all AML and compliance guidelines.

Personal Banking Officer - Scotiabank, Freeport, Bahamas, January 2011 – November 2012

Provide financial advice and solutions to customers of all life cycles.

Complete marketing activities and search for opportunities for new retail client business and commercial referrals.

Service Representative - Scotiabank, Freeport, Bahamas, July 2010 – January 2011

Serviced customer needs, satisfied customer inquires and performed investigations reducing the banks risk to loss.

Executed specific customer requests in a timely manner, while providing quality customer service.

Customer Service Clerk - Scotiabank, Freeport, Bahamas, February 2010 – June 2010

Prepared the daily Accounting Support Package.

Processed and Transmit Branch’s daily Foreign Exchange

Retail Administrative Clerk - Scotiabank, Freeport, Bahama, June 2009 – February 2010

Provided assistance to Personal Banking Officers.

Prepared the daily Accounting Support Package, fund loans and respond to lawyers’ request.

Teller - Scotia Bank, Freeport, Bahamas, September 2007 – June 2009

Conduct most of the banks routine transactions, for example cashing checks, processing withdrawals

Solicit bank products for example credit cards, loans, certificates of deposit and new accounts.

Assistant - Registrar Office, Northwood University, West Palm Beach, FL, September 2004 – May 2006

Assisted registrar with managing students’ files.

Executed quality customer service to students and faculty, by providing well informed solutions to their questions.

Lab Assistant - Computer Lab, Palm Beach Community College, West Palm Beach, FL, May 2003 – July 2004

Assisted students with general computer applications.

Increased quality of lab service by enforcing and implementing rules.

Office Manager - Bahamas Interiors, Freeport, Bahamas, July 1998 – July 2002

Accounts Receivables and Collections.

Organized general offices duties, processed payroll.

Sales Representative - Builder’s Depot, Freeport, Bahamas, July 2000- June 2001

Helped customers make informed decisions about their purchases.

Performed credit and collection duties

Skills and Training

Graduate courses: Managing Organizational Behavior, Undergraduate courses: HR Management, Employment Resolution and Planning, Certified courses: Financial Situation Analysis, Client Relationship Skills, Situational Self Leadership, Retail Lending Policies, Relationship Focused Selling, Debt Manager, Expectations of People Managers – Managing within the Scotiabank Culture.

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