Mitchell Lee Email & Phone Number

Calgary, Alberta, Canada

Calgary, Alberta, Canada

Calgary, Alberta, Canada

Transitioned and implemented Olympia’s mortgage funding portal for over 10 mortgage brokers across Canada and assisting in the testing and implementation of software into Olympia’s internal systemsBuilt a strong relationship being the main point of contact for these mortgage brokers and able to effectively assist them with the execution of upwards of 300.

Alberta, Canada

Assisted with the testing of new software and development of internal processes to increase efficiency within the company.Tasked with processing upwards of 30 transactions per day accurately with less than a 1% error marginDeveloped a strong understanding of the mortgage environment and the life cycle of a mortgage loan and able to analyze which.

Responsible for assisting clients with their Day-To-Day banking needs by exploring an individual client's financial picture and providing them with new accounts, personal lending, and councilling.Responsibilities include:- Day-to-day client banking- Educating clients on financial services provided by TD Canada Trust and advising clients on how to save and.

Responsible for managing day-to-day banking needs on the frontline of the branch.Responsibilities include:- Handling cash and ensuring that cash is handled properly and accurately- Advising clients on ways to save money

Responsible for creating and implementing the strategic direction of the financial portfolios of all 26 local committees across Canada. Responsibilities include: - Consolidation and Analysis of Local Committee financial data- Creation of a financial strategic direction for the 2019-2020 yr for AIESEC in Canada- Crisis management

- Responsible for the preparation of monthly financial statements in the Calgary local chapter.- Implementation and auditing of various financial campaigns run in the chapter.- Overseeing the financial health of the local chapter and budgeting for various projects created over the year.