Felicia Morris

Resolved client inquiries and escalations, supported system implementation, and processed renewal offers and refinance applications.

Handled client inquiries and escalations, reviewed documents, maintained records, and implemented process improvements. Achieved top CSAT scores of 100%.

Consulted and qualified clients for mortgage products, processed paperwork, and built relationships with lenders.

Processed and settled life insurance applications, verified documents, and coordinated with underwriting and advisors.

Processed financial transactions, introduced mobile banking, and made referrals to financial advisors.

Set up and installed new group pension plans, collaborated with internal teams, and transitioned products to Montreal teams.

Handled high-volume external inquiries, resolved issues on products, and collaborated with business partners to meet tight timelines.

Handled 50-60 client inquiries daily, managed loan changes, and developed broker relationships. Led a pilot project that increased sales by 40%.

Supported sales and marketing projects, created processes, and trained new sales representatives. Coordinated a pilot project that generated 500 new appointments and 450 sales.

Handled investor inquiries regarding investment products, assisted with reinvestments, and supported advisors in managing portfolios.

Oversaw store operations, client sales, and staff training. Awarded Top Consultant in Sales for the Southwestern Region.

Completed the Mortgage Agent Course (RMAC) in May 2021.

Completed the Personal Lending and Mortgages Course in January 2019.

Completed the Canadian Securities Course in January 2014.

Activities and societies: Coursework: Customer Service, Professional Communication, Marketing

Diploma in Travel and Tourism from Fanshawe College of Applied Arts and Technology, with coursework in Customer Service, Professional Communication, and Marketing.