Aaron Post Email & Phone Number

Toronto, Ontario, Canada

St. John’S, Newfoundland And Labrador, Canada

* Manager of Operations - Atlantic Canada* Providing continual customer support and account management to clients across Newfounald & Labrador, Nova Scotia, PEI and New Brunswick* Maintenance of existing client accounts and needs* Implementation and coordination of new installations for new clients in a timely fashion* Coordination of team of service technicians* Strive for cost savings solutions and creating efficiencies new project implementation* Coordination of certifications, licensing and vehicle maintenance of service technicians and vehicle fleet* Team management * Work directly with President and Vice President of company for cost effective solutions and increased efficiency of staff

Toronto, Canada Area

• Developed and fostered several large mortgage broker portfolios with account managers to become a lender of choice • Continually strive to be a higher volume underwriter within the branch, working with other underwriters to ensure service windows and broker expectations are met with industry leading customer service • Work closely with mortgage brokers, account managers, insurers and various stakeholders to ensure seamless underwriting process • Assess broker submissions, to ensure that First National guidelines, investor and insurer guidelines are adhered to while maintaining high level of service for broker channel • Appropriately conditioned mortgage approvals, reviewed documentation and assisted fulfillment specialist in documentation review • Developed a strong rapport with various brokerages, account managers and team members to work towards solutions to ensure the highest customer service standards are met and quality mortgages are approved • Consistently maintained high percentage of underwriting within appropriate service time agreements (2014-2017 averaged 98.2% success rate) • Partnered with broker offices to review files for consideration working towards achieving higher volumes for First National and strengthen broker relationships, and to develop further avenues of business • Developed personal self audit process to ensure high levels of accuracy and quick deployment of service • Ability to effectively time manage workflow, customer inquiries, fulfillment review and ensure service levels are met and surpassed • Analyzing, underwriting and recommending mortgage applications by assessing customer’s credit history, income, collateral and ability to pay• Applying a common sense approach to underwriting and risk evaluation of applications

Welland, On

Was involved in analyzing and meeting mortgage underwriting requirements for a residential client base at all credit levels. Closely liaised between clients, appraisers, lawyers and lenders to consolidate complex purchase and refinance mortgage options. Reviewed and evaluated market trends to provide optimal customer service. As licensed representative, identified and offered clients a full suite of financial services.♦ Profitably sourced and acquired personal business and developed existing company contacts.♦ Designed and rolled out a comprehensive marketing plan; also created a private CRM database.♦ Effectively sourced the correct mortgage products that helped clients purchase or refinance properties.........................................................................................................................................

Burlington, Ontario

In charge of overseeing a team of 5 mortgage agents in all aspects of business operations for this mortgage underwriter of an average mortgage volume of $75 million annually. Deployed expertise in business development, best practices, process research and executive reporting.♦ Personally directed the closing of over $350 million in funded mortgages during tenure with deal averages between $250,000 and $300,000. ♦ Liaised with a software designer to create a customized CRM system that tracked and monitored clients and referrals.♦ Reviewed and followed up on referrals from a large marketing firm; facilitated training seminars and accurate documentation.♦ Ensured open communications with FSCO, Equifax, Filogix and RMA HQ for compliance, spot audits, commission tracking and licensing.♦ Maintained compliance with MBLAA requirements in all policies and procedures.........................................................................................................................................

Pointe Au Baril, On

Responsible for sourcing, selling and marketing a wide array of consumer-oriented products to high-traffic convenience stores, groceries and gas stations. Coordinated marketing campaigns, promotions, advertising and visual merchandising strategies. Managed route visits, shipping/receiving, inventory tracking, stocking and general accounting functions.♦ Personally closed over 100 new accounts within 1st 6 months of operation. ♦ Designed and launched a “grassroots” marketing strategy with “shoe string” budget.♦ Negotiated funding from a silent investor to cover inventory, operating costs and equipment.........................................................................................................................................

Mortgage Broker Certification, Mortgages

❖ Fully licensed in Ontario ❖ Member of CAAMP

Diploma, Business Administration / Marketing

Fields of Study: ❖ Marketing ❖ Introduction to Accounting ❖ Human Resources Management ❖ Business Math ❖ Computer Applications.