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 ensuring funding happens on clients requested timeline- Prepare all assigned files for legal instructions- Responsible for… Show more - 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 ensuring funding happens on clients requested timeline- Prepare all assigned files for legal instructions- Responsible for detailed pipeline review of all files assigned to the to ensure Service Level Agreements are maintained, and the file successfully moves within the necessary loan stages up to funding- Maintains a positive client experience every time coupled with accuracy of work and files that fund on time- As part of startup culture, offer feedback and suggestions to help increase efficiencies and effectiveness across platforms and process Show less

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 •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 debts•Maintain current client information as applicable•Issue payments (EFTs) and communication to brokers for assigned files•Focus on outstanding service and security for all communications Show less

•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 •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 •Continue to contribute to evolving the role, department and brand•Offer full transparency to all departments on scope of work, role and identify improvements or suggestions•Apply my positive attitude to all that I do and have fun! Show less

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 •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 10 days prior to funding•successfully built out and grew the CS front line role and trained new staff•Responsible for establishing, managing and maintaining leads (provided)•Successfully established a solid and reliable network of BDMS, UWs and industry colleagues Show less

•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 •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 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.)•Responsible for establishing, managing and maintaining leads (i.e. Creating databases, farming potential deals, noting follow ups, etc.)•Successfully established a solid and reliable network of business professionals and work with them accordingly for referrals, or future business Show less

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 • 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 revenue objectives• Demonstrate value through solution selling practices to uncover prospects and customer needs• Propose solutions that leverage the full range of product portfolio• Respond to RFPs and RFIs for potential customers• Establish and maintain effective business relationships with key internal partners to effectively address customer requirement Show less

• 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 to day, etc.) Show less

• 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 to day, etc.) Show less