Marketing Specialist Mortgage
Resume:
E X P E R I E N C E
MORTGAGE AGENT
Matrix Mortgage Global July 2020 - Present
Work with clients to evaluate their financial situation and provide advice on the best mortgage products for their needs, including fixed-rate, adjustable-rate, private lending and alternative lending solutions
Assist clients to complete mortgage applications and ensuring that all required documents are provided.
Network with real estate agents, builders, and insolvency trustees to expand my client base and build strong business relationships.
TIFFANY QUAYE
C O N T A C T
*****.*******@*****.***
458 Richmond St W,Toronto, ON M5V 1Y1
CARL FERNANDEZ
P R O F I L E
As a mortgage professional, I have a proven track record of success in guiding clients through the complex mortgage process. With expertise in a variety of loan products, including, Private, Alternative, Prime and 2nd mortgage lending solutions. I am committed to finding the best possible mortgage solutions to meet my client's needs. With a strong understanding of underwriting policies and procedures, I bring a high level of expertise in evaluating loan applications and ensuring compliance with industry regulations and guidelines. are met. PROMOTIONS AND MARKETING SPECIALIST
Goodlife Fitness June 2012- September 2016
Worked with management to develop marketing plans that align with business objectives.
Travelled across Ontario, to conduct market research to determine consumer needs, preferences, and trends
Coordinate events such as product launches, trade shows, and community outreach programs to promote Goodlife services.
Analyze marketing data to measure the effectiveness of marketing strategies and adjust plans accordingly
E D U C A T I O N
MORTGAGE AGENT CERTIFICATION
Real Estate and Mortgage
Institute of Canada Inc. (REMIC)
July 2020
A W A R D S
#1 MOTIVATOR IN COMPANY
( Goodlife Fitness)
P E R S O N A L S K I L L S
Networking
Adaptability
Time management
Emotional Intelligence
Creative
P R O F E S S I O N A L S K I L L S
Knowledge of mortgage
products
Understanding of financial
regulations
Analytical and problem-
solving skills
Attention to Detail
BACHLOELOR OF ARTS, SPORT
MANAGEMENT
Brock University September
2015-2019
UNDERWRITER
Matrix Mortgage Global September 2021 - Present
Reviews financial documents such as income statements, tax returns, and bank statements to verify the borrower's financial standing.
Work closely with agents in the office to clarify information, obtain additional documentation, and provide updates on the loan status.
Based on my assessment I determine which lender and terms are best suited for the requested loan amount
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