Ali Ahmady Email & Phone Number

Ottawa, Ontario, Canada

Ottawa, Canada Area

• Determine and present suitable financing options based on individual client needs.
• Conduct real estate planning with clients with the goal of receiving the greatest potential for return as well as becoming mortgage free as early as possible.
• Work collaboratively with industry partners (ie.Investment Advisors, Real Estate Agents, Real Estate Lawyers, Appraisers, Home Inspectors, Lender Representatives) to serve clients holistically.
• Develop and nurture lasting client relationships with the end goal of repeat business and referrals.
• Establish and maintain a network of key referral partners.
• Educate and guide clients through the lifecycle of the home financing process.

Ottawa, Canada Area

• Interpreted standard loan documents and created loan structures in the operational system that reflected the loan particulars.
• Reviewed incoming documentation for conformity to loan agreements, helping to mitigate organizational risks in the flow of funds processed while maintaining organizational systems of record.
• Monitored, reviewed and recommended improvements to processes affecting loan disbursements and subsequent repayments.
• Worked in close partnership with internal and external partners to support account management, customer relationships and provided timely and quality service on loan management and financial information.
• Collected loan repayments from customers in accordance with agreements, applied related funds and took action in accordance with strategies developed for collection of overdue amounts.
• Reviewed transactions and recommended action in accordance with applicable authorities, service level agreements, procedures and operating standards.

Ottawa, Canada Area

• Introduction to the industry through extensive job shadowing and coaching seminars.
• Established myself within the real estate community and industry partners.
• Developed a client base.

Ottawa, Canada Area

• Key lead on deal team, collaborated and generated solutions for businesses in the Ottawa Region.
• Applied underwriting and managed relationships with the objective of delivering superior customer service.
• Provided residential mortgages, commercial mortgages, second mortgages, personal & commercial lending and real estate planning.
• Managed a portfolio of 100+ clients with total debt authorizations of $53.2 MM, representing an 8% increase in portfolio size from the year prior.
• Made credit decisions and recommendations in accordance with sound credit-granting principles and ensured compliance with internal and external requirements.
• Managed risk through monitoring and control reports/triggers, ensuring compliance requirements, audits and verification's were completed in accordance with bank policies & procedures.

Ottawa, Canada Area

• Conducted high net worth account openings, credit plans, banking consultations and solutions.
• Provided tailored financial advice specific to individual client needs.
• Awarded highest branch to partner referral percentage at 135% which translated into $5.5 MM in new business.
• Provided mortgages, unsecured/secured lending and real estate planning.

Ottawa, Canada Area

• Performed day-to-day banking services.
• Sought out and developed opportunities for new business.
• Serviced mortgages, provided loan documentation and credit support.

Honours Bachelor Of Commerce (B.Comm), Business Economics

Ottawa, ON

Cfp Candidate, Financial Planning And Services