Estrela Medeiros Email and Phone Number

Payroll and Compliance Audit

Working in a mortgage sales environment dealing with complex home financing.Meeting clients at times that are convenient for them. Interview and take applications, obtain all pertinent personal and credit information, confirm employment, salary and source of down payment and submit applications with recommendation for approval.Actively promote CIBC Life Insurance product.Achieve sales targets across all parameters of the business plan.Establishing reciprocal business… Show more Working in a mortgage sales environment dealing with complex home financing.Meeting clients at times that are convenient for them. Interview and take applications, obtain all pertinent personal and credit information, confirm employment, salary and source of down payment and submit applications with recommendation for approval.Actively promote CIBC Life Insurance product.Achieve sales targets across all parameters of the business plan.Establishing reciprocal business relationships with real estate firms and other reputable business sources for the purpose of identifying suitable customer prospects for residential mortgage financing.Developing and managing relationships with external referral partners as well as working with internal partner referral sources. Show less

Provided daily guidance and support to Executive Vice President, Regional Managers and Mortgage agents in Eastern Ontario. Coordinate and arrange for travel, business meetings and appointments leader, team members as well as visitors as required. Offered daily administrartve support for most functions and asssisted in the incoming correspondence. Worked in a fast-paced and confidential environment. Assisted in the launch and growth of an office of 15 to 25 staff members. Fulfilled human… Show more Provided daily guidance and support to Executive Vice President, Regional Managers and Mortgage agents in Eastern Ontario. Coordinate and arrange for travel, business meetings and appointments leader, team members as well as visitors as required. Offered daily administrartve support for most functions and asssisted in the incoming correspondence. Worked in a fast-paced and confidential environment. Assisted in the launch and growth of an office of 15 to 25 staff members. Fulfilled human resource and original reception duties resolved customer and staff issues. Prepared contract and employment agreements for all new hires, ensuring completed HR documentation. Obtained Equifax, Redex and criminal background checks and investigated and reviewed any issues. Show less

Acted as underwriter for mortgages deals while playing a support role to Mortgage Brokers, provided word processing and other administrative services.Represented the company well while meeting and greeting visitors, and provided customer service resolution as well as addressing and answering all questions: anwersing the switchboard and distributed.Notable: Controlled the office supply inventory ensuring sufficient products were in stock and ordered accordingly; always kept an eye on… Show more Acted as underwriter for mortgages deals while playing a support role to Mortgage Brokers, provided word processing and other administrative services.Represented the company well while meeting and greeting visitors, and provided customer service resolution as well as addressing and answering all questions: anwersing the switchboard and distributed.Notable: Controlled the office supply inventory ensuring sufficient products were in stock and ordered accordingly; always kept an eye on saving money for the company. Show less

Started in an entry level position and received multiple promotions up the ladder and to different branches. Met high internal quality process standards while truly supporting sales and personal banking initiatives. Always professional, well-mannered and a true team player with staff, adapting to new challenges. Performed various duties including; filing, photocopying, basic data-entry and basic errands for staff.