Dean Smith Email & Phone Number

Greater Toronto Area, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

 Effectively meet the needs of a portfolio of borrowing clients, in addition to continuously developing new business and lending opportunities with new and existing clientele  Successfully manage a higher workload without negatively impacting my overall performance - surpassing annual quotas for new home financing sales, renewal and retention targets Partnering with industry brokers and banks to preserve and expand relationships by negotiating pricing, offering new promotions and driving sales of company lending products As a tenured specialist, act as a mentor in job shadows for specialists new to our department or interested in joining our team Proficient in financial analysis and reviewing loan financing applications which include analyzing clientele credit risk, creating cost & benefit analysis, in addition to providing recommendations to management, financial intermediaries and further negotiating with product Managers to secure sales deals

Mississauga, On

 Contacting high net worth, account managed clients across Canada with primary focus on the Greater Toronto Area. Providing superior service to clients by offering tailored solutions and financial advice through analyzing short/long-term goals & life stage needs of my client  Investment product knowledge: Ensuring Know-Your-Client (KYC) compliance, GICs, Mutual funds & Portfolio Asset Allocation;  Credit product knowledge & designated lending authorities for credit cards, loans (lending limit $75M) & mortgages & collateral loans (lending limit $300M)  Consistently achieving and exceeding all sales targets.  Resolving client concerns with all aspects of personal banking at first point of contact

 Respond to inbound client calls, delivering fast and efficient service while assisting clients with their financial needs Resolve problems at first point of contact in a friendly and helpful manner, and refer more complex situations to senior officers Achieving and exceeding sales targets & efficiencies Adhere to compliance routines in carrying out transactions Acting as an officer in charge as support for fellow colleagues with escalated calls & internal procedures

Mississauga

 Perform a range of specialized clerical functions using independent judgment according to standard work procedures. Manage small team of analysts and delegate daily tasks and targets. Work with detailed and factual information, which must be verified or investigated before it can be used to formulate a response to an issue. Communicate via telephone to students and colleagues about loans to request needed information and payments to update file. Use product knowledge to examine documents from borrowers, government, and Educational Institutions and identify anomalies.  Authenticate documented criteria on mainframe system following government rules and regulations to confirm student in question is qualified for interest free status.