Prior to March 1 I was a part-time sales associate. As of March 1 I am excited to announce that I have moved into the roll of the Commercial Sales Representative for The Brick in Lethbridge.

I served as an Assistant Director of Admissions as a relief assignment, then moved into being the full time Student Financial Planner. After an Admissions position opened up, I returned to that roll with the school until my departure in February of 2022. I would assist students from their initial inquiry, assist them with choosing a course, guide them though the academic requirements, and sign the required enrollment, outline and appropriate paperwork for their chosen course of study. As a Student Financial Planner I would assist students with funding applications and payment plans.

Work with clients and lenders to arrange mortgages and commercial loans with terms that are beneficial to both parities. Build and maintain business relationships. Develop marketing material and office documents. Understand and sell a wide variety of mortgage and loan products. Assume the duties of Acting Broker when required. Assist with the training and policy development. Adhere to the legal and professional standards of the industry.

Responsible for business development. Duties included contacting assigned leads to solicit for term loans, lines of credit and mortgages. this would involve taking the process from the initial application though to the contact signing, assuring the product fit the clients's needs and that the client qualified as per company policy. Duties included the handling of account payments, customer inquires regarding their accounts and our products and services, cash deposits, accounting entries and bill payments. Assist in interviewing and recommendations on the hiring of new applications. Train new staff members. Assume the duties of Branch Manager when required.

Actively sell collection and credit related services to current and potential clients. Assist in the hiring and training of staff. Develop new products and company systems and procedures. Work assigned debtor accounts from government and business clientele. Duties included contacting business and individual debtors using a polite and positive but firm demeanor, working though disputed issues, negotiating settlements, arranging payments, meticulous record keeping of contact, confirmation of payment, billing and client updates. Maintaining positive client relationships while emphasizing confidentially and professionalism.