Lani Gwilt Email & Phone Number

High River, Alberta, Canada

High River, Ab

Personal Lines Insurance Broker with General Insurance Level 2- Work with clients, Insurance Underwriters and Insurance Adjustors to meet clients needs- Advise on Insurance related matters to ensure clients have the right insurance coverage for them- Maintain close relationships with clients to keep their business and earn their trust

Calgary, Canada Area

-Underwrote Mortgage applications submitted through Mortgage Broker channel-Mitigated risk to RMG Mortgages and approved or declined Mortgage applications -Reviewed and ensured all documentation needed to meet Mortgage conditions were received within turnaround time-Reviewed appraisals ensuring collateral was acceptable to RMG Mortgages-Kept open communication with Mortgage brokers to ensure timely closing of all deals-Worked with Mortgage Funder to ensure funding of Mortgage loans happened in timely manner

Calgary

-Assisted Mortgage Brokers and Mortgage Underwriters by reviewing documentation to ensure all Mortgage conditions were met prior to funding-Forwarded deals to First Canadian Title for Mortgage Instuction-Worked closely with Mortgage Funder to ensure deal could close on time

-Lead a team of approx. 12 Loan Service Clerks-Managed work flow-Trained new employees in the completion and auditing of Mortgage documentation-Completed bi-weekly one on ones, conduct job interviews, assist in developing and assisting employees with future goals

Calgary, Canada Area

-Responsible for the pre-auditing of Mortgage applications from all branches across Alberta-Prepared Mortgage Documentation and forward to Solicitors office