Marshall Tully
Mortgage Broker @Invis
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WORK HISTORY
Mortgage Broker @Invis
CA
Maintain an advanced understanding of new and different mortgage products available • Network and relationship development with referral sources to generate leads• Interview, assess and educate prospective clients in order to develop a borrowing strategy to match their needs and financial profile• Maintain a high level of trust and confidentiality with clients surrounding their personal financial information• Ensure customer satisfaction to secure return business from past clients and encourage referrals • Develop and execute a marketing strategy to generate non-referral source leads
EDUCATION
Harris Institute
Music Management
CAAMP Mortgage Agent Course
Mortgage Agent License
Dalhousie University
Bachelor of Commerce, Finance
SKILLS
ABOUT MARSHALL TULLY
I help homeowners build wealth through smarter debt strategy — by turning their mortgage…
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