- Maintained a monthly register of 90-110 revolving accounts- Retained 90% of portfolio in the month of July 2023 and received recognition - Reviewed files 30-90 days prior to maturity and made price adjustments based on client's risk profile, property assessment, and payment history-Developed professional relationships with mortgage brokers and BDMs, maximizing revenue through referrals and rate negotiation-Routinely followed up with clients and brokers to understand… Show more - Maintained a monthly register of 90-110 revolving accounts- Retained 90% of portfolio in the month of July 2023 and received recognition - Reviewed files 30-90 days prior to maturity and made price adjustments based on client's risk profile, property assessment, and payment history-Developed professional relationships with mortgage brokers and BDMs, maximizing revenue through referrals and rate negotiation-Routinely followed up with clients and brokers to understand ever-changing needs and unique circumstances- Recognized suitable solutions for client needs by upselling refinances, VISAs, HELOC, to consolidate debt and extract equity- Analyzed documents to mitigate fraud while adhering to company KYC/AML/ATF procedures Show less

Provide telephone assistance to citizens regarding online appointment scheduling for covid-19 vaccinations.Assist citizens by answering some basic questions related to COVID-19 or by directing them to other services.

Assisted and supported individuals looking for employment. Provided job developing strategies for individuals living with mental health difficulties.

Assisted clients in creating and maintaining a healthy living space for individuals with hoarding issues.

Offered support to clients and their respected employers off and on job sites. Conducted scheduled workplace scans and created assessments plans for potential job offerings.