Jamie Simmonds Email & Phone Number

Brantford, Ontario, Canada

#GettoknowBDO

Posts financial and non-financial payment entries on the Bank's systems including manual debits and tax remittances. Manages real estate property transactions including mortgage discharges, payouts, letters of credit, fee collection and processing. Providing customer service support to internal and external stakeholders by ensuring activities related to the administration of real estate and commercial banking loans/products from their inception to payout have been upheld.

Toronto, Canada Area

 Collaborated with multiple external lawyers on a daily basis by reviewing legal documentation and banking policies. Released mortgage funds via: wire, electronic transfer, and cheque disbursements within target deadlines increasing sales.  Corresponded with credit team to create comprehensive mortgage instructions using various in-house data collection programs. Contributed to meeting annual sales targets for approved mortgage loans while increasing client satisfaction. Verified and cross-checked detailed mortgage information using the Filogix database. Improved client relations and reduced overall customer issues/complaints based on accurately determining client needs. Trained and coached new employees by demonstrating in-depth knowledge and applications of: mortgage instructions, funding practices, transfers and full service switch procedures. Contributed to strengthening team productivity and morale as a result of promoting open communication.

• Resolved and processed incoming telephone and email client requests clarifying: mortgage payment frequency and discharge amounts. Issued mortgage payout statements to real estate lawyers via fax and e-mail reducing overall losses. • Oversaw and coordinated the successful transfer of a team of 2-5 employees and the transfer of 5000 mortgage files to National Bank branches within a six month deadline. Assigned mortgage transfers on a daily basis from Broker channel to National Bank branches creating cross-selling opportunities and increased repeat business. • Negotiated timely mortgage renewals directly with clients on a monthly basis by initiating contact to increase client satisfaction and loyalty.• Trained new and existing staff as required to ensure strong knowledge of: property tax administration, discharge and transfer procedures.

• Corresponded directly with clients regarding property tax accounts via phone and e-mail. Administered and managed Property Tax accounts on a daily basis while reducing complaints and resolving various client issues. • Ensured proper and on-time payment of property taxes to municipalities by collaborating with National Bank Property Tax Group in Montreal and municipal civic offices.

• Administered car loan payment changes, payouts, inquiry updates and reconciled cheques as required. Maintained car loan portfolio as a result of processing car loan payments/payouts by issuing provincial legal discharge requests.

Bachelor Of Arts (B.A.)

Residential Mortgage Lending