Daniel Beament Email & Phone Number

- Validate and verify all documents and the overall file, along with all conditions placed by both the Underwriter and the Mortgage Loan Officer- Coordinate with various internal partners (Sales and Underwriters) and external partners (investors, Title Insurers, appraisers, and lawyers) to complete review- Prepare and submit the application to investors.

Remote

• Proactively develop, maintain and strengthen relationship with borrowers and brokers/partners
• Negotiate renewal mortgage rates within our own discretion to achieve specified rate spread for CTC
• Maintain accurate and detailed notes to ensure clarity between borrower and CTC
• Review and contact renewal files 30-90 days prior to maturity
• Effectively identify sales potential, by way of refinancing current mortgage balance, and/or consolidating current secondary financing or outside… Show more
• Effectively identify sales potential, by way of refinancing current mortgage balance, and/or consolidating current secondary financing or outside debts

• Communicate with clients and business partners so they understand the processes involved and providing clients enough knowledge to make decisions confidently regarding their home equity
• Responsible for managing and completing each customer/broker file assigned
• Prepare, review and request all necessary documents for the file
• Build rapport with clients and business partners through full transparency and trust
• Ensure optimal communication with team, clients and business partners… Show more
• Ensure optimal communication with team, clients and business partners

Toronto, Ontario, Canada

• Connect the client to an appropriate lender, negotiate important details to the lender, as well ensure suitability
• Communicate with clients so they understand the processes involved giving them enough knowledge to make decisions confidently regarding their finances
• build rapport with my clients through full transparency and trust
• Ensure that borrower applications are completed and prepare overviews to make certain that the mortgage attains a smooth approval. Having files completed… Show more
• Ensure that borrower applications are completed and prepare overviews to make certain that the mortgage attains a smooth approval. Having files completed 10 days prior to funding
• successfully built out and grew the CS front line role and trained new staff

• Interact with clients in the most ethical and moral interests helping them obtain their mortgage loan in an efficient and timely manner
• Connect the client to an appropriate lender, negotiate important details to the lender, as well as offer the client different loan products catered to their needs
• Communicate with clients so they understand the processes involved giving them enough knowledge to make decisions confidently regarding their finances
• Ensure that borrower applications… Show more
• Ensure that borrower applications are completed and prepare overviews to make certain that the mortgage attains a smooth approval
• Responsible for all individual marketing, advertising, and self promotion (i.e. Flyers, cold calls, door to door, Business network groups, etc.)

Toronto, Canada Area

• Opportunity Identification & Ownership, and qualify sales leads
• Meet with clients to determine and analyze needs, address, propose, and execute solutions
• Establishing successful proposal strategies, including presentation and demonstration for specific opportunities
• Engage in new business development via cold calls and networking and funnel management activities
• Develop and execute appropriate sales strategies to meet sales and… Show more
• Develop and execute appropriate sales strategies to meet sales and revenue objectives

• Concentrate on building client relationships and customer loyalty
• Responsible for calling current and cold calling potential clients and soliciting business
• Responsible for monthly sales goals and managing sourced and outside sales leads
• Responsible for managing portfolio of clients and soliciting banking needs
• Responsible for underwriting loans/mortgages within my designated lending limits
• “Front Line” service selling various banking needs (Investments, Credit, day… Show more

• Concentrate on building client relationships and customer loyalty
• Responsible for calling current and cold calling potential clients and soliciting business
• Responsible for monthly sales goals and managing sourced and outside sales leads
• Responsible for managing portfolio of clients and soliciting banking needs
• Responsible for underwriting loans/mortgages within my designated lending limits
• “Front Line” service selling various banking needs (Investments, Credit, day… Show more