Nelson Ohene

Senior Mortgage Advisor, Toronto Financial Core @CIBC

CA

Top producing Mortgage Advisor, primarily covering the Greater Toronto Area. Over 500MM in funding volume to date-Cultivating trusted relationships with clients, referral partners, and internal team members to successfully close high velocity mortgage business for new and existing clientele-Self sourcing business from centers of influence (COI) to consistently exceed targets, generating net new business for the Bank. Navigating complex deal cycles of up to 5 years, and using CRM tools to accurately track pipeline-Delivering tailored mortgage solutions and advice, while counselling clients on Bank products, helping them achieve homeownership and financial stability-Partnering with all areas of the Bank including Private Wealth Management, Imperial Service, and Business Banking to ensure clients are fully franchised within the Institution-Transcending net promoter score (NPS) targets by exceeding client expectations, and delivering on Bank mission statement to make client ambitions a reality; 96% of clients strongly agree that they would refer me to a friend or family member for my services-Ensuring full compliance with mortgage and lending regulations, while working closely with underwriting and compliance teams to process applications in line with industry guidelines-Building a large and robust referral network with internal partners and COI\'s to generate recurring business. Major clients include C-level executives and Enterprise business owners-Have exceeded quota attainment consistently

Carleton University

Bachelor's Degree