Alexander Jacobs Email & Phone Number

Winnipeg, Canada Area

• Analyzing residential loan submissions for adherence & compliance to Corporate & Mortgage Insurers Programs and Credit Policies.
• Managed and processed mortgage application database, which includes clients’ needs analysis, product suitability selection and client objection handling, through an individualized centered approach.
• Accountable for the development and structuring of mortgage loans, lines of credit and rate offers.
• Reviewed and analyzed credit reports and various financial Statements to ensure its authenticity, creditworthiness, collateral, capital and the client’s capacity to service their debt.
• Interpret and translate various mortgage products, lines of credit and the legalities of a mortgage application to clients using simple and easy-to-understand language.
• Providing clear recommendations/approvals for assigned loan submissions.

Winnipeg, Canada Area

• Providing outstanding front-line client service experience to Investors Group and London Life clients, Consultants and Advisors via telephone, chat and email request.
• Supporting and managing all early renewal requests, while reviewing and validating clients documents for payout request and payment arrangements.
• Responded to issues and inquiries while highlighting necessary steps and procedures to assist in the decision making process in a client-focused manner.
• Educate clients on proper renewal practices, Policies, procedures and timeline.
• Calculate, Coordinate and prepare mortgage payoff statements for clients.
• Assisting team members with problem resolution by providing and sharing information and experiences as well as Providing feedback to senior management, business analyst and testers to help identify and improve overall.

Canada

• Employ time management and multi-tasking skills to maintain high service levels while identifying opportunities to improve business and deliver exceptional client experience.
• Resolve clients escalated and complex issues.
• Create an environment oriented to trust, open communication, creative thinking, and cohesive team effort.
• Recognize and celebrate team and team member accomplishments and exceptional performance
• Deliver exceptional customer experience by maintaining an expert level of knowledge of product, services, pricing and packages, while staying within our scope guideline.
• Provide the team with a vision of the project objectives while Motivating and inspiring my team members.

Nigeria

• Identified trendsetter ideas by researching industry and related events, publications, and announcements; tracking individual contributors and their accomplishments
• Screen potential business deals by analyzing market strategies, deal requirements, potential, and financials; evaluating options; resolving internal priorities; recommending equity investments
• Develop negotiating strategies and positions by studying the integration of new venture with company strategies and operations; examining risks and potentials; estimating partners' needs and goals
• Locate or propose potential business deals by contacting potential partners; discovering and exploring opportunities.
• Conducted training for team members, to stay up to date on all changes, policies, developments and enhancements for all systems, products, services and upgrades.
• Close new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations.

Bachelor'S Degree, Economics

Certficate (Candidate), Finance And Financial Management Services, Canadian Securities Course

Certficate, Mortgage Lending