Rebecca Chong

Mortgage Solutions Advisor Mortgage Lending Solutions Contact Center @CIBC

Toronto, ON, CA

Provided professional advice on CIBC mortgage products by thoroughly assessing customer needs and explaining product features and benefits, helping clients achieve homeownership and meet their financial goals.*Interviewed clients and processed mortgage applications, performing due diligence by collecting all relevant personal and credit information, verifying employment and income, and confirming sources of down payment in accordance with CIBC underwriting approval guidelines & policy.*Managed end-to-end mortgage application process using CIBC’s internal business applications, coordinating with clients, underwriters, appraisers, the mortgage processing department, solicitors, and advancers to ensure seamless documentation and flawless closings.*Actively cross-sold complementary financial products, including CIBC Creditor Insurance, Secured Home Line of Credit, and Personal Line of Credit/Loan, contributing to increased corporate profitability.*Demonstrated exceptional customer service and delivered outstanding mortgage experiences, leveraging bilingual skills to be selected as a key support representative for Wood Gundy / Private Wealth clients nationwide.*Handled complex and urgent mortgage applications for Wood Gundy / Private Wealth clients, often involving multiple properties, collaboration with financial and investment advisors, management of client portfolios, and high-value transactions.