Cindy Cohen

416-***-****

adh6m0@r.postjobfree.com

Objective To be an active member of a dynamic team where I can share my knowledge and experience while learning from others, as well as providing support for others on my team.

Work history

Hillmount Capital Inc-Office Administration Clerk

(November 2019 to May 2020)

Assist and support the underwriter and mortgage administrator with residential and commercial mortgages

Prepare mortgage commitments and discharge statements Communicate with mortgage brokers, clients and lawyers Organized and maintained physical and electronic files Clover Merchant Services-Office Manager

(July 2018 to November 2019)

Manage the data base and keep the calendar up to date Confirm all of the sales team's appointments

Prepare all sales reports

Assist with HR by arranging and conducting interviews Supervise and monitor the work of the sales staff

Dealing with correspondence, complaints and inquiries Ordering of all office goods such as paper to coffee Account Manager -CDI Computer Dealers Inc

(Jan 2018 to July 2018)

Complete full sales cycle (from prospecting to closing) Build leads by cold calling prospects from my crm and manage a portfolio of business accounts within my given territory and maximize sales opportunities

Identify appropriate contacts at each prospect: uncover their needs and work with them to resolve their challenges through CDI products Provide quality customer service, ongoing guidance and support to my customers

Page 2 Cindy Cohen

Credit Counselor – Consolidated Credit

(Nov 2015 – July 2017)

Counsel clients who are facing financial hardships Ascertain which product the client should enroll in and or refer to other departments if the client does not fit the debt management program If the client fits the profile for the debt management program then approve the application and sign the client up using the cudasign system Member Service Officer - The Police Credit Union

(Dec 2011 – May 2015)

The main function of my position was to increase the lending and deposits portfolio by offering competitive rates and cross selling Underwrote CMHC mortgages and using the emili system Obtained the supporting documents such as NOA’s, letters of employment, financial statements, purchase and sale agreements, up to date property tax bills and current mortgage statement

Ordered the appraisal and analyzed the data as it pertained to the mortgage Dealt with the lawyers to insure that the mortgage was registered with the credit union’s correct provisions

The interest rate matrix enabled me to offer residential mortgages based on the credit history of the member

I was in constant contact with my portfolio of 400 credit union members to keep them abreast of the ongoing promotions as well as existing loan products

Promoted the credit union’s services by maintaining contact with new members that were assigned to my portfolio

Pavilion Manager - All Trans Financial Services Credit Union

(Sept 2009- Dec 2011)

Develop new member relationships and foster excellent member associations

I dealt with TTC employees who were in need of personal loans and lines of credit

For the duration of my time as the Pavilion Manager I met and exceeded the sales targets for funded loans, new accounts and payroll deposits Page 3 Cindy Cohen

During this position the services I provided were assisting members with credit applications such as personal loans and mortgages in addition to following the Credit Union’s procedures on funding the approved loans and mortgages

Mortgage Agent - Mortgage Alliance Brookcor Mortgage Group Inc.

(July 2008- Sept 2009)

My main objective was to develop referral relationships with realtors, builders, financial planners and other centers of influence I would bring together clients who were in need of mortgage loans, and companies and/or individuals with money to lend (as the Mortgage Brokerage’s representative) The client would fill out a mortgage application with me

I would obtain all the supporting documents such as the letter of employment, NOA’s, financial statements, purchase and or sale agreements, current property tax bill

I used Home Trust, the National bank and Macquarie financial as my main financial institutions

Office Manager - Cincoh Consulting

(April 1998 - Sept 2003)

As a member of the team, depending on the phase of each project, my function would change from customer service, billing, to web page content designer, to meet the needs of the project, handling calls from software clients that were responding to design modifications on on-going projects, billing, and problem reports

Skills Knowledge on how to operate Microsoft Excel, Word, Access, Project and Emili.

Highly organized.

Exceptional communication skills.

Excellent collaboration skills.

Able to work within tight schedules.

Strong problem solving skills.

Page 4 Cindy Cohen

Education Legal Administration and Real Property Administration, Seneca College

(Newnham Campus), 1984 – 1987.

Completed courses relevant to field.

Taxation Law, Revenue Canada, 1990.

Attended 3 courses on taxation law.

Professional Credit Granting School, Wilfrid Laurier University (Waterloo Campus), 2012.

Took three credit union accredited courses: Personal Loans Underwriting I, Personal Loans Underwriting II, and Mortgage Underwriting. All Levels completed.

References Upon request

Contact this candidate