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Mortgage Agent Level 2
With mortgages as a hot topic around the family dinner table, it’s no surprise that Shannon Roberts followed in her parents’ footsteps and pursued a career in the finance industry. “My parents are mortgage brokers and talking about personal finance was quite common in my house, so that really inspired me to help others,” she recalls.
After earning a Bachelor of Commerce degree from Queen’s University—where she also served as Co-Chair of the Queens Real Estate Association—Shannon took a position as a residential mortgage underwriter for First National Financial, then later as a business development manager with TD Bank’s Broker Services division. At TD, she doubled her territory sales target in one year, earning an award for outstanding performance, while also solidifying her approach to customer service: “I treated every client as I would want to be treated, helping them understand how a mortgage ties into their current financial situation and future,” she explains.
Shannon offers this advice to all of her clients: “A great mortgage rate is only the tip of the iceberg. That’s why it’s so important to consult an experienced mortgage professional who can help break down all options and create a financial strategy that best suits your short- and long-term financial goals.”
What Shannon wants you to know about Outline Financial: Prior to joining Outline, I worked on the lender side of the business, and experienced first-hand Outline’s professionalism, focus on building quality relationships and the way they prioritize clients’ needs above everything else. At Outline, we’re dedicated to helping our clients find customized mortgage solutions and our team approach means that no matter which agent a client works with, they always have access to the expertise (and great customer experience) of our entire company.”
Here’s what you may not know about Shannon: She loves to travel and experience different cultures, with Vietnam, South Africa and New Zealand being her favourite destinations to date. When she’s not jetting abroad, Shannon spends much of her time exploring Toronto and enjoying the city’s top restaurants.