Marketing Strategies, Project Planning, Cost Control, Risk Assessment

CAREER HIGHLIGHTS

Self-motivated individual with the passion of helping many clients with mortgage solutions.

A proven Business Development & Marketing Professional with 6+ years of experience in marketing and improving business operations to deliver profits. A very organized and personable individual who shares a passion for helping everyone around.

Turned money losing business to profit within 4 months. Increased customers retention which resulted in business expansion and profitability. Used Six Sigma training and knowledge to remove redundancies and improve process efficiencies to achieve the desired results.

During 4 years in the banking industry, I developed a very high reputation with clients for excellent customer service. All transfers were taken care of well ahead of the deadline. As a result, I received many times of recognitions for my efforts from clients.

SKILLS

Marketing Strategies & Campaigns

Marketing

Project Planning & Analysis

Project Scheduling

Cost Control

Risk Assessment

Presentation

Mentoring

EDUCATION

July 2022 – Sep 2022 Mortgage Agent Certificate

RMAC (REMIC Mortgage Agent Course)

Mar 2021 – Apr 2021 TEFL and TESOL Training Certificate

TEFL (Teaching English as a Second Language 220 hours)

Oct 2019 – Jul 2020 Lean Six Sigma Green Belt

SSGI (Six Sigma Global Institute)

Feb 2014 - Jul 2014 Mutual Fund Course/RESP/LLQP Certification

IFSE, Toronto

Sep 2006 - Jun 2008 Certificate in Business Management

York University, Toronto

Sep 2004 - Jun 2008 Bachelor of Art Degree in Business Economics

York University, Toronto

WORK EXPERIENCE

Mortgage Agent (Sep 2022 - now)

Citadel Mortgages, Toronto, Canada

Help client with mortgage preapproval, refinance, and HELOC applications.

Understand client’s goals, needs, and help them with suitable products.

Educate client mortgage product knowledge, assist them with choosing the right solutions.

English Tutor (Dec 2019 - Mar 2021)

No.2 Private Middle School, Shijiazhuang, China

Help grade 6 students with reading and writing and improve their comprehension.

Practice speaking, help them with pronunciation, and improve their communication skills.

Help students to set learning goals and motivate them to achieve those goals.

Note-taking about students’ progress and making future plans.

DIRECTOR OF OPERATIONS (Jan 2017 - Dec 2018)

All-Star Learning Center, Shijiazhuang, China

Developed sales goals and business growth and ensured they were met

Planned and oversaw new marketing initiatives

Contacted potential clients to establish rapport and arranged meetings

Lead efforts for increasing the value of new markets and improved sales

Trained personnel and helped team members develop sales skills

MARKETING DIRECTOR (Feb 2014 - Dec 2016)

World Financial Group, Toronto, Canada

Reported directly to VP on team’s progress and developed future plans

Developed customized financial plans for individuals and families

Helped families invest money in education funds for their children

Worked closely with mutual fund suppliers on developing new products to address client’s needs with changing market trends

Took yearly continuing financial education courses, regularly attended supplier’s technical training, and attended many conventions to upgrade the personal skillset

SENIOR INTERNAL TRANSFER OFFICER (Jul 2011 - Sep 2014)

TD Waterhouse, Toronto, Canada

Handled large volume of mutual fund re-registration through TD system

Followed up with fund companies regarding mutual fund transfers, transfer errors, and resolved transfer issues making sure transfers were being completed in a timely manner

Followed up on inquiries with internal and cross business line partners

INTERNAL TRANSFER OFFICER (Nov 2010 - Jun 2011)

TD Waterhouse, Toronto, Canada

Unlocking internal transfer out of client accounts accurately in a timely manner

Performed verification and quality control of transfer documents

Responded to transfer related inquiries received via ticket, email, or phone

ADMINISTRATICE ASSISTANT (Jun 2008 to Oct 2010)

Lazer-Tech Ltd, Toronto, Canada

Issued invoice and order entry for customers

Prepared financial statements, sales reports, cost & budget analysis for management

Prepared quotation report, forecast & backlog, and shipping report for sales meetings

Created on-time delivery, remake & late jobs report for quality control

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