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 provide the widest range of mortgage terms to suit each client’s specific situation Proficient at analyzing ,prioritizing and problem solvingInterview clients to determine assets , liabilities, cash flow, and financial objectivesPerforms risk management and ensures complianceResearch lender products and changes to lending guidelines as per the mortgage actAct as liaison with solicitors , appraisers and lenders to ensure timely completion of transactions Customize loan programs tailored to meet clients financial needsDirect negotiation with underwriters on clients behalf Utilize audit and analysis experience to facilitate mortgage financing

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 mortgage How to use your RRSP for a down-paymentCurrent Home Owners will also learn how to prepare home for sale.This meetup is Organized by a Mortgage Agent and a Real Estate Agent.Any questions regarding Mortgages or Home Buying Is welcomed.Please advise, if you would like any special Guest Speakers to show up.Specialists can include:Mortgage Agent -----> Organizer Real Estate AgentLawyer Home Stager Financial Planner Home Inspector Appraiser Insurance BrokersAnd many more.....Please RRSP to make sure there is space available as this topic is very much in demand .Please RRSP early if you want a Guest Speakerhttp://www.meetup.com/Real-Estate-purchasing-for-Dummies/

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. Participated in golf tournaments while promoting the new service.

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 personal loan balances  Coached and trained junior lenders to increase sales penetration on insurance products

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 evaluations  Received Capital District Certificate of Outstanding Achievement for Excellent Customer Service

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 pricing and bookkeeping activities

Commerce

Business Administration, Marketing And Management