Customer Service Business Development

Peter Jarmasz

** ******** ***, ********, ** R*V *N6

Cell: 204-***-****

Email: *************@*****.***

PROFESSIONAL SUMMARY

Energetic and client-focused Licensed Mortgage Broker with 25 years career experience. Possess in-depth knowledge of mortgage products and services and displays exceptional skills in up-sales and marketing. Strong cultivator of lasting business relationships with outstanding communications and analytical skills. Over $1.5B in funded mortgages. PROFESSIONAL EXPERIENCE

Peter J Financial/Dominion Lending

Mortgage Advisor/Broker 2023-Present

Support Consultants book of business with Mortgage and HELOC products

Reviewing opportunities and giving advice to new and established clients

Work with High Valued Clients to make sure they make right choices in financial planning and mortgage advice

Growing data base and working with established referral sources Sunova/Access Credit Union

Business Development Officer 2020-2023

Winnipeg, MB

Recruit new members and grow book of mortgage business

Manage delinquent accounts with zero write offs

Cross sell various financial products - Credit Cards, Line of Credits, Loans and Credit Protection

Obtain year over year increase in sales

Network new referral sources while promoting Credit Union Culture

Community involvement within small market areas promoting company name and values

Contributed sales to achieve Branch of the Year in 2020 1

CIBC

Mortgage Advisor 2015- 2020

Winnipeg, MB

Consult with clients about their current and future financial needs to help them achieve their mortgage/financial goals

Effectively overcome concerns and objections to gain the client's commitment

Establish financial service relationship with clients through the delivery of exceptional customer service

Easily adapt to industry and policy changes

Learn new systems (Expert Fi-logics)

Accelerate in competitive marketplace with over plan results

Fiscal 2018 number one in units sold and funded volume deals in Central Canada

Number 1 ranked in Central Canada 2015, 2016, 2017 (Self Sourced Sales)

Consistently upsell insurance and financial opportunities to maximize revenue opportunities

Network effectively with customers, increasing referrals by 20% over three years DOMINION LENDING

Mortgage Broker 2013-2015

Winnipeg, MB

Strategically used multiple lenders to successfully mortgage clients to match their needs

Effectively developed business relationships with clients, realtors, and lenders

Communicated with Mortgage Bankers and Processors to deliver superior customer service

Ranked number 1 in office sales - units and total funded volume TD CANADA TRUST 2003-2013

Mortgage Specialist Winnipeg, MB

Became Gold Club Member (Top 50 across Canada) of Sales in 2004

Received Paragon status (Top 30 across Canada) (2005-2013).

Deliver convincing oral sales presentations to variety of realtors and investment companies

Plan successful marketing and advertising strategies targeting new clients

Expanded customer base through a variety of effective sales techniques

Inducted to the Lifetime Achievement Club (2011 to 2013)

Ranked number 1 Mortgage Specialist in 2012 for funded deals 2

TD CANADA TRUST 2001-2003

Branch Manager Stonewall, MB

Manage sales of bank products, new business, operations, customer service, and teller activities at branch and work with regulatory compliance, internal policies, and procedures.

Supervise hiring, training, staffing, and coaching of eight bankers and oversee monthly sales figures.

Identified and resolved conflicts between public and bank, employees, and management, clarifying work relationships and alleviating communication problems.

Received the National Award of Excellence in 2001 and 2002 TD CANADA TRUST 1998-2001

Financial Advisor and Personal Banker Winnipeg and Selkirk, MB

Conduct financial need analysis and recommend appropriate products to meet client needs.

Deliver informational sales presentations to potential clients and assist throughout completion of application process while strengthening client relationship.

Achieved revenue and customer retention goals while increasing client profitability through relationship building, outstanding service delivery, cross selling, and referral development.

MANITOBA TELECOM SYSTEMS 1995-1998

Promotions Representative Winnipeg, Manitoba

Assist in soliciting business, which may have involved speaking to individuals and group gatherings.

Set and achieved monthly sale goals.

Advised and trained consumers on all products.

SYNICATE ENTERPRISES 1991-Present

Disc Jockey/Owner Winnipeg, MB

Increase in sales year over year.

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Coach and guide employees into the ever-changing world of music. EDUCATION

CANADIAN SECURITIES INSTIUTE 2000-2003

Professional Financial Planning

Canadian Securities Course

Investment Funds in Canada

UNIVERSITY OF MANITOBA 1989-1996

Bachelor of Commerce (Honors)

Marketing and Human Resources

COMMUNITY AND PERSONAL

Active member of the Rossmere Golf and Country Club since 2020

Actively involved in the Warsaw Poland Pavilion; Sponsor; Mayor and Ambassador 1990 & 1999; member and past President of the Dance Ensemble Iskry 1987-1995

Provincial Junior Chess Champion 1986-1988; Manitoba High School Chess Champion 1985, 1988, and 1989

Volunteer on several curling boards from World Curling Championship to Canadian Men’s Brier Championships

Volunteer and organizing many charity golf tournaments for the last 25 years

Interests: playing a round of golf, participating in a game of hockey, soccer, curling and travelling the world

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