Primary Skillsets

Customer Service & Sales

Workflow Efficiency Improvements

Mid-Term Goals

Information & Change Management

Systems Optimization

Long-Term Goals

Self-Directed Portfolio Management

Commercial Real Estate Investing


Jan 2022 - Present
Royal Bank of Canada

Mortgage Specialist

Apr 2021 - Present
Site Network


Feb 2019 - Jan 2022
Royal Bank of Canada

Mortgage Specialist Assistant

Sep 2018 - Apr 2021
Site Network Services

Owner, Web Consultant

Jun 2017 - Feb 2019
Royal Bank of Canada

Banking Advisor

I acquired a mutual funds license, and then used various soft skills (calling clients, providing advice) while honing my understanding of the financial sector.

Sep 2015 - Oct 2016
Western Financial Group

Insurance Advisor

I acquired insurance licensing and wrote several kinds of insurance for clients. I got to use various soft skills in this position (phone calls, providing advice), as well as flex my organization skills (helping run a small office as there were only four of us!)

Jun 2015 - Sep 2015
Western Financial Group

Client Care Associate

Sep 2014 - May 2015
Simple Cloud Works

Junior Web Developer

Aug 2014 - Apr 2015
Crate & Barrel

Cashier / Stock Room

May 2014 - Jul 2014
Direct Energy

Energy Consultant

Jul 2013 - Apr 2014

Cycle Counter

Jul 2012 - Sep 2012

Floor Clerk

Work-Related Projects

Aug 2022
Royal Bank of Canada

Designed CRM with Microsoft Suite

I designed and executed a start to finish file tracking system using only Microsoft Suite for our team to use tracking outstanding to-dos, client touchpoints and file details for each of our clients.

Mar 2019
Royal Bank of Canada

Created Fillable Application Form

I redesigned our credit application form to be less overwhelming for clients, and made it fillable for their convenience - it underwent several revisions as we used it and found what worked and what didn't.

Apr 2016
Western Financial Group

Created Mobile Home Details Page

I designed and created a single-sided page that allowed us to consistently collect all of the required details to quote and service mobile home insurance policies.

Feb 2016
Western Financial Group

Created Inventory Management Guide

This was an 11-page document, consisting of comprehensive instructions to manage ICBC inventory at my local office.