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About

Banking & Sales Finance Expert

Mortgage Expert with 10+ years experience accross sales, strategic partnerships & business development.
Grow referral business by cultivating strong relationships with existing clients, resulting in a high rate of repeat business and word of mouth referrals, propellng me into the Top 10 or 20% of brokers accross Canada annually

Skills

Business Networking

Credit Analysis

Credit Negotiations

Customer Relationship Management (CRM)

Customer Service Skills

Expert relationship builder

Financial Markets

Fixed Rate Mortgages

Investment Compliance

Mortgage Compliance

Oral Communication

Problem Solving

Real Estate Negotiating

Sales Finance

Written Communication

Open for

fulltime

parttime

internship

shadowing

mentoring

Work Experience

Mortgage Advantage West

2013-05 - 2024-03

Workplace
Mortgage Broker
Location

Vancouver

Employement type

freelancer

As your dedicated mortgage professional, I will work with you to arrange your home financing. My pledge is to provide you with top-notch service, extensive options and unbiased advice to ensure you are on the right path - now and into the future. With access to hundreds of lending institutions offering competitive rates and a variety of mortgage products, I shop the market to present YOU with the best mortgage option to suit your unique needs

Royal Bank of Canada

2010-05 - 2013-04

Workplace
Mortgage Specialist
Location

Vancouver

Employement type

fulltime

Moved from a salary position, at RBC, to 100% commissioned based employee specializing in residential mortgage lending. Built relationships with branch staff, as well as realtors, which resulted in 15 to 20 Million in annual business volume.

Royal Bank of Canada

2004-03 - 2010-04

Workplace
Senior Account Manager
Location

Vancouver

Employement type

fulltime

Exceeded mandated expectations to grow and deepen client relationships. Deliver upon business growth & market penetration targets to expand RBC's market share whilst ensuring mitgation of risk & operations with integrity & compliance within a tight regulatory environment. Was responsible for branch leading "Perfect 10" survey results. Showed strong leadership through mentoring fellow colleagues. Direct Mgr was told, in a trailer call, that "service like Tony delivers is priceless and you cannot find that anywhere else."

Toronto Dominion Bank

1992-10 - 2002-02

Workplace
Financial Advisor
Location

Vancouver

Employement type

fulltime

Worked my way up from a front line Bank Teller to Financial Advisor through taking many internal & external courses including Mutual Funds & Canadian Securities Course. Giving financial advice from day to day banking to investments to all credit related products. Proactively build a strong client base was my main objective in this role.