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Julie Isaac

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29 Followers

My goal - finding creative solutions for what matters most to my clients.  This always includes putting them in touch with at least one of the professionals in my database.  Ideally it also includes making use of their Real Estate in achieving their goals.  A team can achieve so much more than one of us on our own, which is why HOBN is invaluable to me.  My question - Are you debt effective? Our homes are one of the biggest financial purchases of our lifetime and many times we don't spend...

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My goal - finding creative solutions for what matters most to my clients.  This always includes putting them in touch with at least one of the professionals in my database.  Ideally it also includes making use of their Real Estate in achieving their goals.  A team can achieve so much more than one of us on our own, which is why HOBN is invaluable to me.  My question - Are you debt effective? Our homes are one of the biggest financial purchases of our lifetime and many times we don't spend enough, or any, time reviewing the best mortgage solution for our unique situation. Rates are important, but more important is finding the right mortgage product, and then the best rate for that product, to meet your specific goals. Let my experience and education work for you: An Accredited Mortgage Professional (AMP); in lending since 1992; a record of achievement in the areas of Mortgages, Sales Management, Training and Client Relations; first hand experience building homes; owning rental and investment properties; and holding executive positions on Strata Councils. I offer my clients well-rounded advise and solutions, including ways to reduce their exposure to everday toxins found in our homes.  Is your dream home a green home?

Professional Experience

  • Custom Mortgages Real Estate Financing
    Current
    Accredited Mortgage Professional
    - Accredited Mortgage Professional, member of Canadian Associated of Accredited Mortgage Professionals (CAAMP)
    -...
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    - Accredited Mortgage Professional, member of Canadian Associated of Accredited Mortgage Professionals (CAAMP)
    - Licensed in B.C., through FICOM
    - Focused on helping clients to understand their mortgage options, and to achieve their short and long terms goals through the provision of solutions and education
  • HSBC
    2010
    Manager, Residential Mortgages
    Responsible for mortgages across Canada, reporting to the National Sales Manager.
    • Surpassed target of client...
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    Responsible for mortgages across Canada, reporting to the National Sales Manager.
    • Surpassed target of client mortgage sales in the order of 72% by describing complex products in an understandable way and consistently utilizing networking, follow-up and astute customer service skills
    • Promoted full banking services, referring clients to branch for sale of day to day banking, achieved a penetration rate of 3-5 products per mortgage sale
    • Attracted new mortgage clients by developing, implementing and revising a sales plan targeting a community based referral network
    • HSBC Climate Champion
  • HSBC Bank Canada
    2008
    Regional Sales Manager
    Responsible for Broker Services (Mortgage/Deposit Broker Division), reporting to the National Sales...
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    Responsible for Broker Services (Mortgage/Deposit Broker Division), reporting to the National Sales Manager.
    • Resolved problems regarding turn-around times and application exceptions for mortgage brokers by defining core issues and mediating win-win solutions using advanced communication skills
    • Trained Independent Brokers on niche products for the purposes of increasing volume and profitability
    • Ensured competitiveness of mortgage program through research and information networking regarding the mortgage market – rates/terms/products
    • Established an effective Business Development Plan to develop new broker relationships and to retain existing business.
    • Selected and attended inaugural field programme of the Climate Partnership at the Smithsonian Institute, Maryland
    http://www.earthwatch.org/hcp/
    • HSBC Climate Champion
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Followers (27)
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Contact
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Email: julie@custommortgages.ca
Phone: 778 588 6924

Julie's Company

image Custom Mortgage Real Estate Financing Ltd.