Amy Pheasant
Soap Lake ,WA
Summary
Motivated and newly licensed Mortgage Loan Originator with a strong foundation in lending practices, compliance, and customer service. Skilled at building client relationships, analyzing financial documents, and guiding borrowers through the mortgage process. Eager to leverage my NMLS license, financial knowledge, and sales background to help clients achieve homeownership goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
VP, Project Development
Eastside Investment Group
Soap Lake, Washington
02.2025 - Current
- Collaborate with owners, cities, brands, and partners to bring hotel projects from vision to reality, spaces that guests love, and projects that combine great design with lasting value. Represented the company at industry events to network and promote brand visibility.
Client Relationship Manager
Canada Life Assurance Company
Vancouver, British Columbia
11.2023 - 02.2025
- Manage government departments and corporations' retirement savings portfolios.
- Developed strong relationships with clients through regular communication and support, provided annual investment performance reports, and provided training to the HR team and members.
Financial Advisor
Royal Bank of Canada, RBC
Burnaby, British Columbia
05.2023 - 11.2023
- Achieved $3 million monthly sales goal and ranking No. 1 on the community KPI board.
- Originated mortgage, small business, and personal credit line applications.
- Developed tailored financial plans to achieve client investment objectives.
- Maintained client relationships through consistent communication and follow-up meetings.
Commercial Baning Advisor
Royal Bank of Canada, RBC
Winnipeg, Manitoba
10.2021 - 10.2022
- Provided financial advice and innovative solutions to businesses and commercial clients, working to understand their goals, and connecting them with the right RBC specialists.
Business Sales Consultant
Shaw Communications Inc
Winnipeg, Manitoba
06.2021 - 10.2021
- Ranking No. 1 on the national KPI board after the first month's training.
- Designed and closed sales of workplace internet, phone systems, and security systems.
Education
Post-Graduate International Business Certificate -
Manitoba Institute of Trades And Technology
Winnipeg, MB, Canada12-2019
Bachelor of Science - International Economics And Trades
Jiangxi University of Finance And Economics
Jiangxi, China06-2009
MBA - Finance
University of Fredericton
Frederiction, NB, CanadaSkills
- Client relationship management
- Loan origination
- Financial analysis
- Effective communication
- Pipeline management
- Cross-selling strategies
- Business traveling
- Technical proficiency (Salesforce, virtual meeting apps, Microsoft, banking systems)
Certification
• NMLS Licensed Mortgage Loan Originator – WA/AZ, License # 2710826
• SAFE Act Pre-Licensing Education – 20+ Hours completed
• 4 Hour WA SAFE PE course completed
• 4 Hour Arizona SAFE PE course completed
• SAFE Exam passed
Languages
English
Full Professional
Chinese (Cantonese)
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Spanish
Limited
Timeline
VP, Project Development
Eastside Investment Group
02.2025 - Current
Client Relationship Manager
Canada Life Assurance Company
11.2023 - 02.2025
Financial Advisor
Royal Bank of Canada, RBC
05.2023 - 11.2023
Commercial Baning Advisor
Royal Bank of Canada, RBC
10.2021 - 10.2022
Business Sales Consultant
Shaw Communications Inc
06.2021 - 10.2021
Post-Graduate International Business Certificate -
Manitoba Institute of Trades And Technology
Bachelor of Science - International Economics And Trades
Jiangxi University of Finance And Economics
MBA - Finance
University of Fredericton
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