Caitlin Lee Email & Phone Number

Toronto, ON, CA

Ontario Southwest

Responsibilities include but are not limited to:* First line respondent to mortgage lending inquiries including the preliminary analysisof financial risk and credit worthiness, responsible for identifying potential red flagsand restructuring deals.* Co-manage company email address with regards to all mortgage inquiries from variousstakeholders and prepare.

Responsibilities include but are not limited to:* Understanding the customers' banking needs and providing them with the appropriatefinancial solutions * This includes new accounts, credit products, investment advice including the sale ofmutual fund products, and promoting all banking products and services to create a positivecustomer experience*.

Responsibilities include but are not limited to:* Acting as the primary coordinator and point of contact for all telephone and face-to-face customer enquiries* Understanding customer needs and identifying opportunities to promote TDCT products andservices to customers, referring them to appropriate team members or internal bankpartners* Reporting to either.

Responsibilities included but were not limited to:* Performing financial transactions such as deposits, withdrawals, bill payments and/orother account transactions for customers* Filing* Closing duties* Reporting to either the Manager Customer Service or Manager Customer Service and Sales