Jerry Schindelheim Email & Phone Number

Ottawa, ON, CA

Ottawa, Ontario, Canada

Developed business using financial acumen, real estate expertise and communication skillsSeek out new customers through relationship building within the community and centers of influenceDevelops a loyal client base by providing exceptional mortgage advice and financial solutions Analyzed client profile, credit rating, financial needs and lifestyle to.

Ottawa, Canada Area

The purpose of this meeting is to teach potential Home Owners the ABC's of Home Buying and Investing.Anyone who is renting presently will get usefull information concerning what is neccessary in purchasing their First Home.Topics include:Finding the right location Getting qualified on a mortgage What to do before you get pre-approved Choosing the right.

Ottawa

Business Development Manager. Introduce new product line called Certified Resale Home to Real Estate Agents. Schedule Meetings, Group Presentations to Real Estate Agents, Franchise owners and Team Lead. Worked very closely with our partner home Inspector. Used my vast social media presence to arrange daily meetings with potential users of the program..

Built a Team of network Partners, Weekly we discuss ways to improve our businesses by using a Mastermind program created by the group.

Reviewed and analyzed credit files and prepared package for lender  Conducted 5-C analysis to establish client credit history, collateral and ability to pay in accordance with lender’s policies and procedures

Authorized to advance loans up to $50,000 and mortgages up to $250,000  Delivered excellent customer service by providing clients with a variety of financial solutions, assessing and analyzing credit risk, and adhering to credit and lending policies Exceeded performance targets for mortgage sales and renewals, new accounts, market penetration, and.

Rideau And Sussex Branch

Promoted, sold and delivered a full range of financial products and services, including mortgages, loans, lines of credit, GICs, RRSPs and mutual funds  Achieved over 160% of sales target in first year, and grew personal loan and mortgage portfolio by 120%  Successfully resolved 100% of customer issues and achieved over 100% on mystery shopper.

Montreal, Canada Area

Managed all aspects of a retail business including profit, expenses and client experience Developed strong relationships with suppliers and clients and negotiated price, delivery and payment terms to match business needs  Established and managed strategic growth plans and sales projections and maintained financial controls through oversight of inventory.

Commerce

Business Administration, Marketing And Management