Jenny Bartlett Pfp, Amp Email & Phone Number

Southwest Ont

Ontario, Canada

jenny.b@lend-hub.ca226-387-2983Working with brokers to help you fund more deals QUICKLY 🙏🏻✨😃48 hour funding (for real!)No appraisalNo lawyer meetingsEquity loans starting at $10k

Greater Kitchener-Cambridge-Waterloo Metropolitan Area

Kitchener, Ontario, Canada

Home of the CHIP Reverse Mortgage - supporting Mortgage Brokers and Agents
email: jbartlett@chip.ca
toll free direct line: 1-877-842-2447

As a Business Development Manager for Kitchener Region, I bring over 27 years of banking, mortgage, and financial planning experience to clients and partners alike. Finding unique solutions to help Baby Boomers have more choices in their retirement years is what I love to do!

HomeEquity Bank is a Schedule 1 Canadian bank, and is the leading national provider of reverse mortgages to homeowners aged 55 and over - Canada's fastest growing demographic segment!

The CHIP Reverse Mortgage has been the leading reverse mortgage solution in Canada since its inception in 1986.
HomeEquity Bank originates and administers Canada's largest portfolio of reverse mortgages under the "CHIP Reverse Mortgage" and "Income Advantage" brands.

HomeEquity Bank has a well-established network of referral partners - This extensive partner network includes all major Canadian banks, credit unions, mortgage brokers, and financial planning firms.

**** Mortgage Brokers can now join our exclusive Mortgage Broker Direct program - contact me directly to set up your training to become a Certified Reverse Mortgage Specialist
1-877-842-2447 ****

Ancaster, Ontario

Work with both seasoned, and new Indepenent Business Owners and Professionals to provide comprehensive financial planning solutions for their business. Partner with internal and external banking and referral sources, to become the center of influence for my customers. Use CRM to develop internal sales to my existing portfolio of clients, as well as focused prospecting for new tier 1 clients. Financial statement analysis, business plan, credit and investment analysis

Brantford

PASHION8 Designs is a member of RAW: Natural Born Artists - an international organization highlighting unique artistic talent of all disciplinesPASHION8 Designs has received a testimonial from Bob Proctor - Star of the hit movie "The Secret" and the world's foremost expert on The Law of Attraction__________________________________________________________________________________www.pashion8designs.comFollow us on Instagram, Twitter and Facebook Intentional Jewellery - Bringing Beauty and Energy Together

Kitchener-Waterloo/Huron Shores/Brant Region

Fraud Prime for Ontario Region. Ontario Lead for Key Lender National Team Credit Union Alternate Lead for Ontario Region Webinar Lead and Trainer for Ontario Region National Mortgage Consumer Survey recorded webinar presenterCMHC trainer for Professional Credit Granting SchoolManaging Credit Unions and Banks within a territory of Kitchener-Waterloo/Huron/Brant regions.Developing and continually adjusting a plan for communications, relations and activities with key clients, including Lenders, Brokers, and other stakeholders. Working closely with the Regional Managers of Client Relations and with the National Key Account Management team, taking a lead role in developing client strategies and implementing these strategies within the region.Establishing a strategic plan based on the needs and volumes of the client and maintaining effective relations with key decision makers within these groups to ensure that CMHC’s business objectives are met. Playing a lead role in managing and enhancing the relationship between CMHC and key Regional Lenders.Identifying, customizing, and delivering appropriate presentations and training to maximize product knowledge and improve application quality. Managing client expectations with regards to declined/escalated applications by providing exceptional messaging to the lender, understanding our risk tolerances and mitigating actions, and having an open mind.Playing a lead role in developing and evaluating the results of the Regional business plan.Providing other operational units with information relevant to their own activities; and enabling the regional management team to develop, change and appropriately integrate all of its business priorities, plans and strategies within a broad internal and external consensus.Keeping the Corporation informed about the directions, trends, strategies, initiatives, specific operations and movements within the industry. Maintaining a strong network of industry contacts

Hamilton, Ontario

Branch ComplianceBehavioural CoachingBehavioural Interviewing of new hire candidatesNew Hire TrainingBusiness DevelopmentCredit Risk AnalysisCredit ApprovalsLead a team of 7 Personal Bankers and Financial AdvisorsPersonal Financial PlanningSales MeetingsUnited Way Campaign LeaderFraud ManagementStrategic PlanningExceeded Sales Targets each year

Brantford, Ontario

Direct Sales of Corporate Group Policy Insurance, Life Insurance, Home & Auto Insurance and Mutual Funds.

Mortgage Agent Course (Rmac), Mortgage Lending

Ontario Mortgage Agent Licensing Course, Successful

Ontario Mortgage Agent Licensing Requirement AMP

Realtor Pre-Licensing Courses, Real Estate

Emergency First Aid, Cpr-A, Aed, 100

First Aid and CPR training

Education record

Spanish as a second language

Bachelor Of Commerce, Financial Services

Bachelor of Commerce with an emphasis on Financial Services

Personal Financial Planner Designation, Financial Planning And Services

Personal Financial Planning Designation and Diploma Branch Compliance Officer Designation Estate Planning

Education record