Melania Garcia Perez
------------------------------------------------------------------------------------------------(H) 905-605-0991, (C) 416-823-6449,
Objective
Seeking for a Financial Services position in the Financial Industry and where my experience as an Accredited Financial individual can be positively utilize.
I have the ability to understand customers financial needs and provide them with an appropriate financial solutions. Demostrated ability to prioritize, organize, multitask and meet deadlines, maintain a professional attitude under sensitive situations,able to work either independently or as a team pleayer.
Work Experience
Mortgage Agent (01/05/2011 – Present)
As a Mortgage Agent I help my clients to achieve what is important for them whether they are looking for a fast pre- approval, buying their first home, looking for a refinance or renewing their existing mortgage.
Last Employer: The Mortgage Centre. I Direct Mortgage Inc. Woodbridge, Ontario
Contact Person: Eddie Quindamo. 905- 6523000
Responsibilities: To develop a sales plan for prospects and referral business opportunities. Be responsible to promote and maximize the development and growth of residential mortgage business by operating as an independent mortgage specialist, attracting and generating new business from alternate sources. To use market development, negotiating and customer service skills to build and maintain a network of relationships in the realtor community i.e. Builders, Realtors, Brokers, Lawyers, Financial Planners etc...
Accomplishments: I take pride on creating a strong relationship and offering exceptional service . Closing deals and helping clients to achieve what matters to them.
Financial Services Representative (09/17/2007 – 01/22/2010)
Understanding Customer's banking needs and provide appropriate finantial solutions.
Last Employer: TD Canada Trust. Toronto, Ontario
Contact Person: 416-247-8276
Responsibilities: Opening new personal and business accounts, credit products, basic investment advice, and promoting all banking products and services to create a positive customer experience. Responsible for meeting and exceeding specific, individual and team based business goals, as well as to generate strong total returns for shareholders.
Accomplishments: By developing and building lasting clients relationships I contributed to the growth of the business.
Customer Service Representative (01/12/2006 – 09/17/2007)
Performing Financial Transactions like Bill Payments, Cash in and cash out, providing financial advice in regards to products and services, promoting branch campaign's leading to referrals to sales representative and partners.
Last Employer: TD Canada Trust.Toronto, Ontario
Contact Person: 416-247-8276
Responsibilities: General CSR's responsibilities as well as creating a positive customer experience.
Accomplishments: Meeting and exceeding sales revenue goals every quarter.
Education
Establishment: University of Pedagogical Sciences. Blas Roca Calderio. Cuba.
Degree: Bachelor of Education .
Education Period: 09/03/1990 - 07/18/1995
Speciality: Specialization in English.
Establishment: Canadian Association of Accredited Mortgage Professionals. CAAMP. Toronto,Ontario.
Degree: Mortgage Agent
Establishment: Canadian Securities Industry (CSI),The Institute of Canadian Bankers. Toronto, Ontario.
Degree: Investment Funds In Canada (IFIC)
Speciality: Mutual Funds
Establishment: TD Canada Trust. Toronto, Ontario.
Degree: Bank Credit Curriculum Courses for CSR's and FSR's.
Education Period: 01/12/2006 - 01/22/2010
Establishment: Canadian Securities Industry (CSI). Toronto, Ontario.
Degree: Canadian Security Course (CSC)
Speciality: Enrolled
Skills
Superb customer service and communication skills. Demostrated ability to prioritize, multitask and meet deadlines. Dedicated and trustworthy. Able to work either independently or as a team player. Results and service oriented.
Computer Skills: Strong PC Skills, ( word- processing, excel spreadsheets, PowerPoint) Proficient using Lotus Notes, Admin Application, CIF, C3, S3.
Foreign Language Skills: Fluent in Spanish, English. Able to communicate in Italian.
Additional Information
Certifications or Licensures: Mortgage Agent License
Study Abroad: Bachelor of Education with a Specialization in English. University of Pedagogical Sciences, Blas Roca Calderio. Cuba Customer Service and Desk Clerk Representative. Institute for Tourism Industry of Havana, Cuba
Interests
I love to spend time with family and friends, I enjoy good food and wine.
I love music, movies, TV.
Member of CAAMP.