Hira Naeem

Mortgage Retention Specialist @Questrade Financial Group

Mississauga, ON, CA

Responsible for assisting with the completion of residential mortgage retention activities negotiating with borrowers, maximizing revenue opportunities and successfully contributing to the overall retention targetsHandle all enquiries of information statements and conduct file reviews when necessaryManage, compile and organize application information for direct customer mortgage loans in accordance with policy and procedures to create a complete package for credit approval.Conduct regular follow-ups with mortgage customers to collect outstanding documentation needed to satisfy the requirements as stipulated in the commitmentResponsible for responding to inquiries in a timely manner, actively contacting existing customers, to build relationships, promote longer terms and identify cross selling opportunities.Identify and recommend process improvement initiatives and opportunitiesResponsible for testing and assessing new enhancementsPrepare timely reports for reviewEnsure accurate record keeping – both electronic and paper based and ensure that all records are stored and retained to meet Company standardsProactively identify actual and potential violations of AML regulatory requirements, internal policies and procedures or other AML/ATF risk situations at an early stageConducts appropriate inquiries and investigations in relation to any such situation and ensures that corrective actions and/or risk mitigation actions are implemented in a timely manner or escalated appropriately

Humber College

Ontario Post-Graduate Certificate , Financial Planning

York University

Bachelor’s Degree , Financial and Business Economics (Honours)

Northeastern University

Master of Science , Project Management