Omair Amir Email & Phone Number

Toronto, Canada Area

- Developed a high performing Mortgage Sales Force. - Introduced systems and technologies to streamline compliance and productivity. - Developed key partnerships with third parties including top real estate brokerages, financial planners, lawyers, and appraisers. - Recruited key talent that align with the core values of 6ix Mortgage group. - Maintained.

Toronto, Canada Area

• Develop mortgage business based upon current or prospective clients needs, objectives and service requirements.
• Develop and maintain productive business relations with external parties in the home industry including realtors and builders.
• Generate cross-referrals between branch partners, such as Financial Advisors and Wealth Managers.
• Exceeded Sales targets on an annual bases.
• CIBC Top performer Achiever in 2014
• Exceeded Sales target by 194% in 2014

Toronto, Ontario

• Senior relationship manager for Toronto East Branch on Kingston & Lawrence.
• Lender with unilateral lending limits for personal and commercial customers.
• Provided mortgage and loans underwriting to GTA district branches.
• Decision complex credit applications, using thorough risk mitigation and present anything over limit to central credit department.
• Constantly building new business through outbound calling and customer referrals.
• Earned Numerous top performance awards for GTA Central district.

Toronto, Canada Area

• Worked as a Direct Banking Manager for the Lending & Investment department of Bank of Montreal. Daily activities included:
• Process credit applications and provide exceptional adjudication, keeping both the customer and the bank in mind.
• Decision complex credit requests and provide thorough mitigation, keeping the bank exposure to risk at bare minimum.
• Exceed customer expectations and use every opportunity to build lasting customer relationships by proactively identifying customer needs and putting forward solutions.
• Consistently provide exceptional customer service by responding to customer requests and manage transactional banking needs promptly, courteously, knowledgeably and professionally during inbound customer conversations.
• Earned numerous Bravo's for exceptional customer service and exceeding sale targets.

Toronto, Canada Area

• Played a critical role in delivering a great customer experience for customers
• Extensive experience with different investment products such as GIC and RRSP, RRIF products and TFSA.
• Built relationships with customers through listening, problem solving and recommending products, solutions and services.
• Proactively identified sales opportunities, including cross-selling opportunities to other groups within Bank Of Montreal.

Pickering, Ontario

• Working in a dynamic, high volume environment, handled a wide range of inbound queries regarding account balances, lost & stolen credit cards, interest rate calculations, products and services.
• Proactively reviewed customer accounts for signs of fraudulent activity and coordinated with corporate security for further investigation and action.
• Successfully achieved retention targets by emphasizing the benefits of Capital One credit cards.