Katie Gordon

Katie Gordon Email and Phone Number

Regional Manager, Business Development of AVEO at CMLS @ CMLS Financial
vancouver, british columbia, canada
Katie Gordon's Location
Ottawa, Ontario, Canada, Canada
Katie Gordon's Contact Details

Katie Gordon personal email

n/a

Katie Gordon phone numbers

About Katie Gordon

Katie applies her deep understanding of products and services to provide sound mortgage advice that helps Members reach their financial goals.Katie’s approach is simple and straightforward – she tries to do business the way that others want to do business. For Katie, that means making positive connections, collaboration and constantly seeking opportunities to help Members grow and achieve their goals. She finds deep satisfaction in working hard to achieve an objective. Close relationships are very important to her, both personally and professionally. Disciplined by nature, Katie thrives on routine and structure and translates that into her work by paying attention to details, timelines and the expectations and preferences of herself and others.Katie is a devoted yogini and enjoys reading, gardening, cooking and spending as much time as possible with her two girls.

Katie Gordon's Current Company Details
CMLS Financial

Cmls Financial

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Regional Manager, Business Development of AVEO at CMLS
vancouver, british columbia, canada
Website:
cmls.ca
Employees:
346
Katie Gordon Work Experience Details
  • Cmls Financial
    Regional Manager
    Cmls Financial Jun 2023 - Present
    Ottawa, Ontario, Canada
    Katie comes to CMLS from the Credit Union system. With over 16 years’ experience collectively, Katie has relevant know-how of various areas including underwriting, mortgage secured lending, relationship development, and team and sales management. Katie has a passion for connection and servant leadership. She is a devote yogini of 10+ years and dedicates herself to a practice of life-long improvement, both personally and professionally. Katie has 2 gregarious daughters, loves to cook, is a sun worshipper and enjoys exploring local Ottawa and area craft breweries.
  • Alterna Savings
    Mobile Mortgage Advisor
    Alterna Savings Dec 2021 - Jun 2023
    Ottawa, Ontario, Canada
  • Reef
    Launcher
    Reef Feb 2021 - Jun 2021
    Ottawa, Ontario, Canada
    Met regularly with the team assigned to Canada’s projects to discuss possible locations, strategies, blockers, and successes. Daily utilization of the project management software Asana, as an information hub for cross functional use to facilitate information gathering, and relationship building with key stakeholders. Escalated bottlenecks and explored creative and timely solutions to ensure smooth launch and hand over to Operations team, while meeting successfully, specific requirements of Brand Partner.
  • Meridian Credit Union
    Senior Small Business Advisor
    Meridian Credit Union May 2019 - Aug 2020
    Ottawa, Canada Area
    My goal is to understand the financial needs of my small business Members and provide tailored advice and recommendations to fit their needs. A Small Business product expert who can identify what and when a member could benefit from a specific Meridian product or service. My focus is to develop relationships with members and actively seek to deepen the relationship through proactive engagement,, attentive service and communication and customized, valuable advice.
  • Meridian Credit Union
    Mobile Mortgage Specialist
    Meridian Credit Union Nov 2016 - Jun 2019
    Kanata, Ontario, Canada
    Whether you're a first-time buyer, renewing a mortgage, dreaming of a vacation home or building one from the ground up, I can answer your questions, review options, personalize the perfect mortgage and offer you peace of mind. I am focused on Ottawa’s west-end, and with 10 years of credit union experience, you can always count on my full, genuine attention and creative, detailed solutions.
  • Alterna Savings
    Branch Manager
    Alterna Savings Nov 1999 - Jun 2010
    Ottawa, Canada Area
    Coach, Lead, Develop staff, while achieving sales targets for branch and adhearing to compliance and policy around cash and custody.

Katie Gordon Skills

Customer Service Sales Leadership Banking Management Strategic Planning Mortgage Lending Marketing Team Leadership Negotiation Coaching Credit Microsoft Office Leadership Development Sales Management Public Speaking Project Planning Team Building Training Retail Banking Loans Investments Microsoft Excel Microsoft Word Event Management Project Management Essential Oils Cross Functional Coordination

Katie Gordon Education Details

  • University Of Ottawa
    University Of Ottawa
    Music Management

Frequently Asked Questions about Katie Gordon

What company does Katie Gordon work for?

Katie Gordon works for Cmls Financial

What is Katie Gordon's role at the current company?

Katie Gordon's current role is Regional Manager, Business Development of AVEO at CMLS.

What is Katie Gordon's email address?

Katie Gordon's email address is ka****@****erna.ca

What is Katie Gordon's direct phone number?

Katie Gordon's direct phone number is +161320*****

What schools did Katie Gordon attend?

Katie Gordon attended University Of Ottawa.

What are some of Katie Gordon's interests?

Katie Gordon has interest in Children, Education, Environment, Disaster And Humanitarian Relief, Animal Welfare, Health.

What skills is Katie Gordon known for?

Katie Gordon has skills like Customer Service, Sales, Leadership, Banking, Management, Strategic Planning, Mortgage Lending, Marketing, Team Leadership, Negotiation, Coaching, Credit.

Who are Katie Gordon's colleagues?

Katie Gordon's colleagues are Simran Vasdev, David Lutwama, Andrew Lam, Adam Brankovic, Hossam Sabry, Lisa Au, Irene Hendry.

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