Rory McGrath

• Developed policies and procedures for Group

• Execute the strategic vision of direction of the brokerages per Business Plan

• Fostered partnerships with lenders and financial institution, referral agreements

• Delivering tailored financial solutions as full-service brokerage

• Contributed significantly to the growth of the firm''s clientele base through effective referrals and marketing initiatives.
• Applied expert negotiation tactics when liaising between clients and lenders to achieve mutually beneficial outcomes.
• Negotiated favourable terms with lenders, securing advantageous interest rates for clients.
• Enhanced client satisfaction by providing tailored financial solutions and exceptional customer service.

• Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
• Used consultative sales techniques to understand customer needs and recommend relevant products and services.
• Provided sales and customer service assistance to walk-in traffic
• Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.

• Managed day-to-day business operations.
• Developed business plan, processes and procedures to provide superior houses to customers.
• Maintained consistent work levels by establishing large customer base and continuous pipeline of deliveries.
• Design planning
• Project management of projects
• Prospecting
• Sold high volume of properties in short timeframes to exceed quotas and maximize business revenue.
• Researched commercial and residential real estate deals.
• QS
• Concent planning
• Financing with lenders

• Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
• Monitored pipelines to track and log status of loans.
• Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
• Planned and acquired new finance facilities.
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Maintained open communication with old clients to cement relationships, drive referrals and obtain repeat business.
• Achieved sales goals consistently by tenaciously pursuing new connections and loan opportunities.

• Negotiated favourable terms with lenders, securing advantageous interest rates for clients.
• Successfully closed deals with a high rate of client retention and repeat business.
• Provided clear communication throughout the loan process, keeping clients informed every step of the way.
• Contributed significantly to the growth of the firm''s clientele base through effective referrals and marketing initiatives.