Deanna Lip Email & Phone Number

Hamilton

Provided quality adjudication and administration solutions to retail mortgage applications through effective use of resources and measurements to ensure consistent and timely decisions to reflect organization’s high quality of service♣ Coordinated with salesforce, product owners, and Risk Management following MOSE Communications Protocol on industry trends and provided input to ensure policy decisions accurately reflected market conditions.♣ Oversaw the day-to-day operations of the… Show more Provided quality adjudication and administration solutions to retail mortgage applications through effective use of resources and measurements to ensure consistent and timely decisions to reflect organization’s high quality of service♣ Coordinated with salesforce, product owners, and Risk Management following MOSE Communications Protocol on industry trends and provided input to ensure policy decisions accurately reflected market conditions.♣ Oversaw the day-to-day operations of the business unit and established strategies and plans for sustaining the business model as it related to providing advice and counsel, credit decision-making, quality control, and over customer experience.♣ Delivered leadership, mentorship, and executive vision of strategic account plans, business development strategies, and sales operating plans, as well as the development of strategic account plan strategies to deliver profitability growth.♣ Helped identify objectives, strategies and action plans to improve short and long term sales and earnings. Continuously demonstrated high-level strategic and planning and problem solving activities.♣ Identified inconsistencies in business processes; created and implemented improvements to enhance efficiency, accuracy, and standardization of sales and revenue reports.☞ Selected to join Mortgage End-to-End Committee for three (3) years in a row. Selected to participate in OSFI round tables.☞ Maintained Customer Focus (73%), Performance Enablement (60%), Manager Effectiveness (74%) indices well above Scotiabank averages. Show less

Scotiabank

Spearheaded and mentored a team of underwriters, providing ongoing training and coaching. Worked with senior management to implement strategies and plans for sustaining credit-decision making, quality control and overall customer experience♣ Developed, nurtured, and championed effective relationships and communications with customers and service partners. ♣ Maintained a thorough knowledge of the retail marketplace, economic conditions, and political events.♣ Maximized… Show more Spearheaded and mentored a team of underwriters, providing ongoing training and coaching. Worked with senior management to implement strategies and plans for sustaining credit-decision making, quality control and overall customer experience♣ Developed, nurtured, and championed effective relationships and communications with customers and service partners. ♣ Maintained a thorough knowledge of the retail marketplace, economic conditions, and political events.♣ Maximized marketplace opportunities, addressed major business challenges, and forecast activities to best suit industry and corporate targets. Carried out and achieved monthly, quarterly, annual action plans, and yearly business plans.♣ Managed customer escalations for conflict resolution; ensured quality assurance and customer satisfaction operations. Show less

Scotiabank

Cultivated complete holistic conversations to meet and exceed client needs for financial services, resulting in millions of dollars in financial products to the bank. Completed lending applications; finalized mortgage renewals, new purchases, refinances, collateral mortgage, and personal loans, and lines of credit application♣ Identified sales opportunities and made appropriate referrals to contribute to team effectiveness.♣ Educated clients through proactive customer interaction by… Show more Cultivated complete holistic conversations to meet and exceed client needs for financial services, resulting in millions of dollars in financial products to the bank. Completed lending applications; finalized mortgage renewals, new purchases, refinances, collateral mortgage, and personal loans, and lines of credit application♣ Identified sales opportunities and made appropriate referrals to contribute to team effectiveness.♣ Educated clients through proactive customer interaction by phone to identify needs, and became their point of contact to curtail to each individual need. Exceeded sales goals while consistently exceeding customer service experience goals.♣ Achieved business results by reviewing and acting upon current metrics performance to ensure goals were met. Conducted research to identify solutions and alternatives for customers, ensuring continued business relations.♣ Uncovered additional opportunities not only for the role, but also other partners within the bank to clients. Show less