Brandon Boodoosingh
San Fernando,SFO
Summary
Talented financial advisor with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Mortgage Specialist
Scotiabank Trinidad & Tobago Limited
2020.06 - Current
- Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
- Achieved high customer retention rate through exceptional relationship management and personalized service.
- Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
- Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
- Enhanced team productivity by mentoring junior mortgage specialists and sharing best practices.
- Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
- Evaluated pay stubs, credit history, tax information and bank statements for financial status.
- Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.
- Streamlined internal processes by implementing digital tools, enhancing overall efficiency within the department.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
- Maintained up-to-date knowledge of industry trends, enabling informed decision-making and accurate advice for clients.
Relationship Officer
Scotiabank Trinidad & Tobago Limited
2019.01 - 2020.01
- Facilitated meetings and discussions between clients, sales and delivery teams.
- Increased referral business by actively networking within the community and participating in local events representing the bank.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options.
- Maintained and built close relationships with customers through regular contact and visits.
- Enhanced team productivity by providing ongoing training and support to junior Relationship Officers.
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
- Exceeded key performance indicators through diligent follow-up, effective negotiation, and a strong focus on meeting client expectations.
- Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
- Established strong client relationships by conducting regular meetings and providing exceptional customer service.
Personal Banking Officer
Scotiabank Trinidad & Tobago Limited
2014.01 - 2019.01
- Developed strong relationships with customers, leading to increased loyalty and repeat business.
- Achieved high levels of accuracy in transaction processing by adhering to established protocols and guidelines.
- Managed a diverse portfolio of high-net-worth clients, providing personalized service tailored to their unique needs.
- Contributed to the development of marketing collateral designed specifically for use in client-facing interactions, resulting in more engaging and persuasive messaging.
- Enhanced customer satisfaction by proactively addressing and resolving banking concerns.
- Facilitated successful loan applications by meticulously reviewing borrower documentation and credit history.
- Implemented new initiatives aimed at increasing customer engagement and retention rates within the branch office environment.
- Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
- Provided expert financial advice to clients, helping them achieve their personal financial goals.
- Participated in community events on behalf of the bank to strengthen local ties while promoting brand visibility within target markets.
Clerical Assistant
Ministry Of Education
2012.01 - 2013.10
- Maintained confidentiality of sensitive company information while handling sensitive documents and communications.
- Ensured accuracy in data entry tasks, resulting in improved record-keeping and reduced errors.
- Increased department efficiency by managing correspondence, answering phones, and directing inquiries to appropriate personnel.
- Prioritized daily tasks effectively to meet deadlines consistently without compromising quality or detail.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Composed sensitive, confidential reports and documentation.
- Provided clerical support to company employees by copying, faxing, and filing documents.
Education
MBA - Finance
University of Bedfordshire
England10.2023
Associate of Science - Business Administration And Management
University of The West Indies - ROYTEC
Port Of Spain, Trinidad And Tobago06.2018
St Mary's College
Port Of Spain, Trinidad And TobagoSkills
- Loan Servicing
- Client needs analysis
- Residential mortgage lending regulations
- Document Review
Certification
- Financial Literacy Certificate Program (Central Bank of Trinidad & Tobago)
- Fundamentals of Anti-Money Laundering & Counter Terrorist Financing. (University of Trinidad & Tobago — ROYTEC)
- Mutual Funds Accredited (Canadian Securities Institute)
Hobbies
- Cycling
- Football
- Squash
References
Larry Olton
First Citizens Bank
General Manager Operations
868-484-0591
Ephraim Serrette
Consultant
Sport Administration/Development
868-789-7805
Timeline
Mortgage Specialist
Scotiabank Trinidad & Tobago Limited
2020.06 - Current
Relationship Officer
Scotiabank Trinidad & Tobago Limited
2019.01 - 2020.01
Personal Banking Officer
Scotiabank Trinidad & Tobago Limited
2014.01 - 2019.01
Clerical Assistant
Ministry Of Education
2012.01 - 2013.10
MBA - Finance
University of Bedfordshire
Associate of Science - Business Administration And Management
University of The West Indies - ROYTEC
St Mary's College
- Financial Literacy Certificate Program (Central Bank of Trinidad & Tobago)
- Fundamentals of Anti-Money Laundering & Counter Terrorist Financing. (University of Trinidad & Tobago — ROYTEC)
- Mutual Funds Accredited (Canadian Securities Institute)
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