CFF Bank
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CFF Bank Employees
CFF Bank March 2015 - Present
B2B Bank August 2012 - March 2014
AGF Management Limited June 2007 - August 2012
AGF Trust Company January 2007 - May 2007
Skills
Banking, Training, Credit, Risk Management, Investments, Financial Analysis, Financial Risk, Financial Services, Credit Analysis, Customer Service, Microsoft Excel, Loans, Portfolio Management, Commercial Lending, Corporate Finance, Finance, Strategic Financial..., Team Building, Mutual Funds, Process Improvement, Payments, Performance Management, PPLUS System, Appian, Workdesk, Outlook
Education
Brock University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Zag Bank June 2014 - Present
CFF Bank June 2011 - June 2014
ResMor Trust Company January 2010 - June 2011
Open Solutions Inc January 2007 - December 2009
Fincentric Corporation August 2006 - December 2006
Scope International October 2002 - May 2006
Maybank May 1995 - September 2002
Skills
Business Analysis, Software Documentation, Project Management, Requirements Gathering, Testing, Business Requirements, SDLC, Requirements Analysis, User Acceptance Testing, Visio, Banking, PMO, Software Project..., Business Process..., Vendor Management, Project Portfolio..., Business Process, Business Intelligence, Systems Analysis, Risk Management, Business Development
Education
Project Management Institute 2009 — 2010
PMP, Project Management
2004 — 2006
MSc, Management
DLC Hilltop Financial October 2014 - Present
QMC Quality Mortgage Centre September 2010 - Present
CFF Bank February 2015 - Present
Mortgage Brokers Association of British Columbia 2006 - April 2011
Invis Mortgage Intelligence April 2010 - September 2010
Street Capital Financial Corporation November 2007 - May 2010
Home Trust Company 2005 - 2006
CitiFinancial Canada 1994 - 2005
Skills
Mortgage Lending, Mortgage Underwriting, Residential Mortgages, First Time Home Buyers, Mortgage Marketing, Commercial Mortgages, Mortgage Banking, Multi Family..., Reverse Mortgages, Industrial Property..., Mortgage Brokers, Commercial Construction..., Commercial Investment..., Fixed Rate Mortgages, Mortgage Insurance, Commercial Development..., Secondary Mortgage..., Mortgage Analytics, Mortgage Systems, Assisting First Time..., Equity Lending &..., Mortgage Consulting, No down payment..., Energy Efficient..., High Ratio Mortgages, Mortgage Sales, Long Term Mortgage..., Mortgage Advice, Mortgage Broker training, Paying off your..., first time mortgage, Mortgage renewal, mortgage planning, Mortgage Qualification, Value Mortgage, Mortgage Negotiating, Mortgage in Vancouver, Mortgage in Alberta, Mortgage BC, Mortgage Surrey, Vacation Property..., Vacation Homes, Debt Restructuring, Sales Operations, Rental Mortgage, Sales Management, Sales Presentations, Investment Mortgage, Private Mortgage, Mortgage Broker
Education
Kwantlen University College 2010 — 2014
Business/Managerial Economics
Sauder School of Business (UBC) 2003 — 2003
Mortgage Broker Course, Mortgage Brokering
CFF Bank June 2014 - Present
Dominion Lending Centres- Metro City Mortgages March 2013 - February 2014
CIBC Mortgages September 2011 - March 2013
Dominion Lending Centres Metrocity Mortgages May 2011 - September 2011
Firstline Mortgages October 2003 - March 2011
Skills
Mortgage Lending, Refinance, Real Estate, Mortgage Marketing, Second Mortgages, Lines Of Credit, Residential Mortgages, Debt Consolidation, Mortgage Underwriting, Commercial Mortgages, Credit, Loans, Credit Analysis, Mortgage Banking, Investment Properties, Certified Mortgage..., Finance, Reverse Mortgages, Construction Loans, Real Estate Financing, Mortgage Servicing, Home Equity Lines of...
Education
CAAMP - Canadian Association of Accredited Mortgage Professionals 2011 — 2011
AMP, Mortgage Agent License
Humber College 2001 — 2003
Diploma, Marketing
BNK Advisory Ltd. 1997 - Present
CFF Bank March 2011 - February 2015
CFF Bank March 2011 - October 2013
ResMor Trust Company 2003 - 2008
Bridgewater Financial Services Ltd. 1997 - 2002
Education
Institute of Corporate Directors
ICD.D
Institute of Chartered Accountants of Alberta
CA
Queen's University
B Comm
CFF Bank February 2015 - Present
Verico Canada First Mortgage Inc. June 2011 - Present
Horizon Mortgage Corporation October 1994 - Present
TD Canada Trust January 1990 - October 2002
Skills
Mortgage Lending, Loans, Residential Mortgages, Investment Properties, Debt Consolidation, Refinance, Mortgage Marketing, Finance, Mortgage Banking, Commercial Mortgages, Portfolio Management, Real Estate Financing, Sales, First Time Home Buyers, Financial Services, Management, Loan Origination, Certified Mortgage..., Construction Loans, Reverse Mortgages, Credit Management, Account Management, Banking, Customer Service, Credit
Education
Mount Royal College 1998 — 1999
Business Career College Corp
CFF Bank January 2015 - Present
Verico Capital Mortgages Inc Brokerage #10575 January 1999 - Present
Brokerage Firms in the ottawa And area January 1987 - January 1999
Brokerage firms in ottawa January 1987 - January 1999
Skills
Refinance, Mortgage Lending, Loans, Residential Mortgages, First Time Home Buyers, Investors, Debt Consolidation, Residential Homes, Commercial Mortgages, Certified Mortgage..., Investment Properties, Real Estate, Mortgage Marketing, Finance, Construction Loans, Real Estate Financing, Mortgage Underwriting, Credit, Real Estate Transactions, Reverse Mortgages, Investments, Foreclosures, Condos, Referrals, Vacation Homes, Sales, Income Properties, Brokerage, Banking, Mortgage Banking, Loan Origination, New Home Sales, Funding, Second Mortgages, Mortgage Servicing, Commercial Lending, Underwriting, Sellers, Real Property, Rentals, Home Equity Lines of..., Strategic Financial..., Real Estate Economics, FHA, New Homes, Single Family Homes, Commercial Real Estate, Rates, Commercial Finance, Home Equity Loans
Education
Algonquin College of Applied Arts and Technology
accounting, 4th level CGA
Gloucester High School
Canada West Land Services Ltd. October 2014 - April 2015
CFF Bank August 2011 - September 2014
ResMor Trust Company June 2007 - August 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Banking, Analysis, Financial Accounting, Customer Service, Finance, Internal Controls, Credit
Education
CMA Alberta SLP 2013 — 2015
The University of Calgary 2005 — 2007
Economics
CFF Bank April 2015 - Present
BMO Harris Bank June 2014 - Present
BMO Harris Bank July 2012 - May 2014
BMO Harris Bank September 2008 - June 2012
BMO Harris Bank June 2006 - August 2008
First Canadian Group of Companies July 2004 - May 2006
Skills
Credit, Banking, Credit Risk, Consumer Lending, Credit Analysis, Commercial Lending, Commercial Banking, Retail Banking, Loans, Mortgage Lending, Analitical, Critical Thinking, Customer Satisfaction, Risk Assessment, Compliance, AML, Customer Service, Anti Money Laundering, Financial Risk
Education
McMaster University
Bachelor of Arts (B.A.)
Canadian Mortgage Professionals Inc April 2014 - Present
CFF Bank January 2014 - April 2014
MonCana Bank of Canada July 2011 - April 2014
First National Financial LP October 2003 - July 2011
FirstLine Mortgages September 2001 - October 2003
Skills
Residential Mortgages, Mortgage Underwriting, Mortgage Lending, Underwriting, Refinance, Loans, Mortgage Banking, Credit, Credit Analysis, Debt Consolidation, Real Estate, Certified Mortgage..., Mortgage Servicing, Construction Loans, Home Equity Lines of..., Reverse Mortgages, Loan Origination, Commercial Mortgages, Real Estate Financing, Rates
Education
Bramalea Secondary
Honours Diploma
Mount Royal University
Certificate, Investment Funds in Canada
BNK Advisory Ltd. April 1996 - Present
CFF Bank October 2013 - October 2014
MonCana Bank of Canada and Moncana Capital Corp. March 2009 - September 2013
ResMor Trust Company February 2002 - May 2008
Bridgewater Financial Services April 1996 - October 2001
Security Home Mortgage Investment Corp. December 1990 - June 1995
Sovereign Life Insurance Company May 1985 - June 1990
Walter E. Heller Financial Corp. August 1978 - June 1984
Trizec Corporation September 1973 - February 1984
Rolls Royce (1971) Ltd. September 1968 - June 1973
Skills
Mortgage Lending, Investments, Portfolio Management, Credit, Loans, Risk Management, Strategy, Strategic Financial..., Banking, Mergers & Acquisitions, Financial Services, Private Equity, Valuation, Asset Management, Finance, Credit Analysis, Due Diligence, Refinance, Residential Mortgages
Education
University of Calgary 2010 — 2010
Institute of Corporate Directors (ICD.D)
The University of British Columbia 1974 — 1977
Urban Land Economics
Derby University 1968 — 1972
Mechanical Engineering
Oundle School 1963 — 1968
BMSI Real Estate Marketing Group January 2006 - Present
CFF Bank 2015 - 2015
CFF Bank 2015 - 2015
Bowra Group September 2007 - June 2008
Village of Anmore December 1998 - November 2001
Skills
Home owner sales,..., Creator/Mentor of..., Condos, New Home Sales, Foreclosures, Residential Homes, Investment Properties, Real Estate, Sellers, Real Estate Transactions, First Time Home Buyers, Single Family Homes, Buyers, Relocation, Mortgage Lending, Sales, Property, Investors, Negotiation, Customer Service, Apartments, Real Property
Education
British Columbia Institute of Technology / BCIT 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General