lucas preston

mortgage agent

About

I work for you, the client who is trying to obtain a mortgage and I help develop a mortgage strategy to help you meet your specific needs and wants (and one that doesn't affect your lifestyle). Better rate, better service, better hours, and more knowledgeable than your banker on every lender's banking products! I have the solution to meet your needs! I hope to one day run an office of agents and help them become more successful as mortgage consultants and help their business flourish. Specialties: Top notch negotiating skills, patience, great with numbers and most importantly I LISTEN WELL!!

Country

canada

City

toronto

Industry

financial services

Skill

mortgage lending, residential mortgages, customer service, selling, banking, financial advisory, management, real estate, patience, negotiation, credit analysis, time management, strategy, mortgage banking, sales, small business, first time home buyers, debt consolidation, loans, credit

Experience

senior personal banking officer

scotiabank

2000-10 - 2004-3 · 3 yrs 6 mos

Selling mortgages and offering investment advice. I have to thank the bank and my managers. They taught me a lot and they taught me well.

teller and csr

scotiabank

1994-9 - 2000-9 · 6 yrs 1 mo

Worked and helped train other tellers and Customer Service Rep's, full time in the summers (while not at school) and part time the remainder of the year while at school.

mortgage agent

invis

2004-3 - Present · 22 yrs 6 mos

I offer free mortgage advice. And while I get paid to actually close deals, I am here to help in any way I can. So please feel free to contact me with any questions you have. Thanks

Education

white oaks secondary school

university of guelph

marketing

1996-1 - 1999-1 · 3 yrs 1 mo

Activities and Societies: Still a year left to go @ uni as I ran out of money while there. Then started with the bank and added letters behind my name (which seemed worthwhile at the time!) I will go back to finish it at some point!