Tony Marchigiano
Mortgage Advisor
Bern
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
31
31
years of professional experience
Work History
Mortgage Broker
Mortgage Advantage West
Vancouver
05.2013 - Current
- Served as liaison between borrowers and lenders and collaborated with both parties to obtain optimal loans for home purchases.
- Counseled clients on home purchasing and loan process as well as on industry topics.
- Built business base by word of mouth as result of maintaining positive relationships with former borrowers.
- Developed and maintained relationships with local real estate agents.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Educated customers regarding actions and strategies for debt repayment.
- Analyzed new markets and developed referral networks to locate new loan prospects.
Senior Account Manager
RBC (Royal Bank of Canada)
Vancouver
03.2004 - 04.2013
- Collaborated with customers to develop strategic business and account plans.
- Exceeded sales goals for accounts by upselling products to existing customers.
- Cross-sold additional products and services to increase profitability within accounts.
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Researched and secured new accounts within assigned territory to increase sales and profitability.
Financial Advisor
TD (Toronto Dominion) Bank
Vancouver
10.1992 - 02.2002
- Consulted with clients to assess and meet short- and long-term financial goal.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Provided ethical, objective and holistic financial planning advice to clients.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Addressed non-compliance issues by requesting additional information from client and updating remediation records.
Education
Business
UBC Sauder School of Business
Vancouver, BC, Canada01.2023
Business
UBC Sauder School of Business
Vancouver, BC, Canada12.2012
Investments And Securities
Canadian Securities Institute
Vancouver, Canada01.2001
Skills
- Ethical business standard
- Credit counseling
- Mortgage lending real estate expert
- Relationship selling
- Mutual funds understanding
- Planning for retirement
- Advising on investments
- Active listening
Languages
English
First Language
Websites
Timeline
Mortgage Broker
Mortgage Advantage West
05.2013 - Current
Senior Account Manager
RBC (Royal Bank of Canada)
03.2004 - 04.2013
Financial Advisor
TD (Toronto Dominion) Bank
10.1992 - 02.2002
Business
UBC Sauder School of Business
Business
UBC Sauder School of Business
Investments And Securities
Canadian Securities Institute
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