Mortgage Brokers

Service oriented. Knowledgeable. Loyal.

“I add value by getting to know every account and using that knowledge to help with day to day business.”

Lisa has spent nine of her 19 years in the industry as part of the First National team. A sales-driven leader, Lisa helps people reach their targets and achieve status with compensation and rewards. She also brings strong underwriting experience to her role, allowing her to help with every step of a deal.

When she’s not adding value to the team, Lisa enjoys a good book, time with her family and walking her dog.

Relationships. Genuine. Composed.

“I add value by being available to clients, getting back to them promptly, sharing my product knowledge and solving problems efficiently.”

Tara has been a part of the First National team for the past seven of her 14 years in the industry. A relationship builder, she truly cares about her clients, both as business partners and as people. With the complexities inherent in the mortgage process, Tara exudes a calmness in stressful situations, which helps clients focus on solutions and resolutions.

When she’s not adding value for brokers, Tara treasures time with her family.

Insightful. Passionate. Motivator.

“I add value by maintaining strong relationships with brokers, ensuring that I am constantly available and foreseeing obstacles and challenges before they escalate into issues.”

Close to five of Mark’s eight years in the industry have been spent at First National. He brings a strong background in underwriting to his Account Manager role, helping brokers package submissions and address file issues competently. Action-oriented, Mark has a natural ability to thrive in dynamic situations, orchestrating people and resources for maximum effectiveness.

When he’s not adding value for brokers, Mark spends time with his wife Deanna and his dog Sierra. His hobbies include snowboarding, ultimate frisbee, hiking and volunteering as a mentor in the Big Brother program. Mark also spent six years in the Canadian Forces as an Armoured Reconnaissance Troop Leader in the King’s Own Calgary Regiment. 

Responsive. Experienced. Dedicated.

“I add value by sharing my knowledge with brokers, answering any lending questions that they may have.”

Ryan joined the First National team in September 2015, after working in the industry for more than 15 years. Committed to responsiveness, Ryan answers all calls and emails as efficiently as possible. Leveraging his deep expertise, which includes an underwriting background, Ryan is comfortable positioning deals and provides sound advice. He works tirelessly with internal teams to explore all solution options, with the goal of approving and funding as many deals as possible.

When he’s not adding value for brokers, Ryan follows sports avidly, travels whenever possible and treasures time with his family at the lake.

Adaptable. Driven. Optimistic.

“I add value by being constantly available to brokers and making sure that I get back to them within two hours on any given day.”

Richelle has been working in the industry for close to three decades. She joined the First National team almost two years ago in her current role as Account Manager. Responsiveness is a critical part of Richelle’s commitment to brokers. She makes herself available to answer questions, discuss files to determine their fit and communicate changes promptly. Optimistic and enthusiastic, Richelle inspires the people around her to succeed and shares her positive competitive spirit.

When she’s not adding value for brokers, Richelle explores the globe, plays golf and tennis, immerses herself in the latest bestseller and checks out new restaurants with friends.

Listener. Communicator. Hard worker.

“I add value by applying my experience in funding and residential underwriting to my role as Account Manager.”

Robyn has been a part of the First National team since 2013. She began in funding and moved to residential underwriting before taking on her role as Internal Account Manager. For Robyn, listening – to concerns, compliments and general feedback – helps her be more empathetic in her dealings with clients. She also believes that pride in one’s work and professional, clear and concise communication are critical to building relationships that last.

When she’s not adding value for brokers, Robyn enjoys immersing herself in a good read, hiking and spending time in her garden.

Creative. Persistent. Honest.

“I add value by being honest about the reality of a deal to ensure that I’m doing everything possible to help brokers maximize their time.”

Kristina has been a part of the First National team for the past 11 years. Her experience as an underwriter allows her to be creative in her approach. She examines deals from all angles to find the best fit with First National rules and guidelines. Committed to client satisfaction, Kristina is consistently available and in touch with brokers to ensure seamless execution.  

When she’s not adding value for brokers, Kristina enjoys activities including running, paddle boarding, tennis, hiking and shopping.

Experienced. Responsive. Impassioned.

“I add value by spending time with brokers, going above and beyond to help them close deals and become better through training, education and team building.”

Jose has spent more than two decades in the industry and has been a part of the First National team for the past three years. Savvy about what constitutes a good deal, Jose guides brokers on how to best package and submit a deal for approval. He is also honest if a specific deal isn’t a fit for First National and recommends other potential solutions to save brokers valuable time. Highly responsive as well, Jose responds 90 per cent of time within two hours, knowing the importance of a quick response for a pending deal. He also considers brokers’ success one of his key responsibilities. As a result, he organizes regular team training meetings, industry-focused events and team building activities.

When he’s not adding value for brokers, Jose enjoys boating, biking and swimming while up at his family cabin, running and exercise as well as dining out and, of course, chocolate.

Efficient. Trustworthy. Devoted.

“I add value by maintaining a client focus and building strong relationships that engender loyalty and trust.”

Erica joined the First National team eight years ago and has 15 years experience in the industry. Empathetic in her approach, she’s passionate about making deals work for brokers and dedicated to their success. Understanding the importance of efficiency, Erica emphasizes quick response, problem solving and inventiveness. Her goal is to add value for brokers, so they can add value for their clients.

When she’s not adding value for brokers, Erica treasures time with her two energetic boys, stays in shape by jogging and settles in with a good book.

Entrepreneurial. Communicator. Progress.

“I add value by sharing my industry knowledge with clients and building partnerships based on credibility, trust and rapport.”

Sarah has been working in the industry for more than 10 years and is relatively new to the First National team. She brings deep industry knowledge and excellent problem solving skills to her Account Manager role and prides herself on being able to connect instantly with people. For Sarah, education and partnership are critical to moving the industry forward, and she emphasizes both when developing and nurturing relationships with brokers.

When she’s not adding value for brokers, Sarah prioritizes family time, especially with her young daughter.

Resourceful. Dedicated. Positive.

“I add value by being available for my brokers, which builds trust and engenders mutual respect.”

Sabrina has been working in the financial industry for the past 10 years, and joined the First National team close to two years ago. She comes from a strong customer service background, so she really understands how important it is to be approachable, friendly and available to help. When faced with questions from brokers, Sabrina is exhaustive in her quest to find the right information and provide answers. And she never wavers from her determination to help brokers find solutions.

When she’s not adding value for brokers, Sabrina prioritizes family time, exercises in nature by hiking and volunteers at her kids’ programs.

Competence. Passion. Optimism.

“I add value by genuinely caring about my brokers, First National and my personal brand and ensuring that my passion and excitement for my job inspires my clients and co-workers.”

Doreen brings more than 20 years of industry expertise to her role as Regional Sales Manager. Thirteen years ago, she began her career at First National as an Account Manager and has evolved into her current role. She prides herself on her leadership skills and ability to build strong relationships, sharing her vast industry experience and knowledge as well her as unbridled passion for what she does every day.

When she’s not adding value for brokers, Doreen enjoys downtime with friends, family and her canine companion.

Collaborator. Mentor. Listener.

“I add value by encouraging brokers to call me to discuss deals and helping them work through issues, understanding that their clients are making the biggest investments of their lives.”

Ana has been working in the industry for close to three decades and has been a part of the First National team for the past 16 years. She brings a deep understanding of underwriting and First National’s product portfolio to her role, often advising brokers on how to best present an application for efficient approvals.

When she’s not adding value for brokers, Ana enjoys golf, concerts, entertaining and special time with her family.

Efficient. Trustworthy. Empathetic.

“I add value by making it my mission to be known as an approachable, helpful expert and the first person that my brokers call for both deals and information.”

Four of Ginette’s 10 years in the industry have been spent at First National. She brings a strong underwriting background to her Account Management role, understanding the importance of speed, efficiency and delivery. With a strong focus on building mutual trust and respect, Ginette’s empathy for brokers’ challenges enable her to provide the tools and support required to overcome them successfully. 

Enthusiastic. Positive. Motivated.

“I add value by being consistently available to brokers and agents, helping them work through deals and answering any product or policy questions that arise.”

Robyn has been a part of the First National team for close to one year, but brings seven year of industry experience to her role as Internal Account Manager. Her responsibilities include supporting brokers through the deal process and educating and training newer agents. Always eager to take on new challenges and solution oriented, Robyn is extremely motivated to help brokers succeed and develop as an industry professional.

When she’s not adding value for brokers, Robyn enjoys time with friends and family, stays active playing beach volleyball and experiments with new foods and restaurants.

Dedicated. Industrious. Sincere.

“I add value by being sincere and honest with brokers and letting them know, through words and actions, that I care about their businesses and their growth.”

Richard has been a part of the First National team for the past four years in his role as Account Manager. He prides himself on honest communication, which contributes to broker relationships that become true business partnerships. Always available to brokers, Richard combines his passion for what he does with an urgency and immediacy for every transaction.

When he’s not adding value for brokers, Richard spends time with his family.

Communicator. Team player. Seasoned.

“I add value by building strong relationships with brokers and colleagues, understanding their needs and finding ways to work towards our common goals.”

Alex has been a part of the First National team for more than 13 years. During that time, he has become very knowledgeable about First National products and culture. He shares that insight openly with both colleagues and clients, finding solutions that fit.

When he’s not adding value to brokers, Alex treasures time with his two kids and stay active through baseball, crossfit and golf.

Knowledgeable. Efficient. Supportive.

“I add value by always being accessible and available to my brokers to help them and their clients.”

Livia has been a part of the First National team since 2014 and brings 14 years of industry experience to her role as Account Manager. Formerly a mortgage sales agent herself, Livia relates to and can empathize with how brokers operate their businesses and how they define success. As a result, she works closely with brokers on applications, responds with immediacy to questions and requests and shares best practices on business development and growth.

When she’s not adding value for brokers, Livia travels to sun and European destinations, pals around with her Pomeranian, Dolce and stays fit through Body Combat classes.

Passionate. Service Oriented. Reliable.

“I add value by always trying to provide great service and education, so every transaction is a positive experience for clients.”

Shannon has a 25+ year history in the industry. Prior to joining First National in 2017, she worked as an Account Manager for another lender in the region for 10 years. For Shannon, customers are her number one priority. She leverages her passion for her job and her service mindset to be a reliable resource for clients – always available to help or educate about deals.

When she’s not adding value for brokers, Shannon enjoys outdoor pursuits including golf, hiking and biking, as well as spending some quiet time with a book.

Adaptable. Dedicated. Knowledgeable.

“I add value by applying my experience and expertise to help clients achieve their professional goals, contributing to their successes as mortgage professionals.”

Sean brings 17 years of industry expertise to his role as Account Manager at First National. Understanding the diverse challenges, needs and levels of experience in the industry, Sean relies on his strategic and tactical business sense to drive toward mutual success with clients. As an industry veteran, Sean possesses critical core competencies relevant to mortgages combined with deep commitment to long-term relationship building.

When he’s not adding value for brokers, Sean enjoys traveling, cooking, playing guitar, golfing, surfing and the great outdoors.

Enthusiastic. Thoughtful. Efficient.

“I add value by building strong relationships with clients and making sure I’m always available to assist brokers.”

Krista is relatively new to the First National team but has been working in the industry for the past four years. Known for her high-energy approach to her role and interactions with clients, Krista invests time to get to know each broker and ensures that she does whatever is required to meet their needs. Resourceful and organized, she places a premium on efficiency and swift service.

When she’s not adding value for brokers, Krista treasures time spent with her daughter.

Analytical. Service oriented. Organized.

“I add value by taking an analytical approach to understanding customer needs and providing support.”

David joined the First National team in 2017, but brings three years of industry expertise in underwriting and sales analysis to his Account Manager role. He attributes his success to his service focus – always going above and beyond to deliver on customer expectations. Analytical by nature, David tackles situations by identifying common themes and drawing effective conclusions. He is also adept at juggling tasks and prioritizing initiatives so that he can manage his time effectively.

When he’s not adding value for brokers, David enjoys playing the guitar and being active by working out and playing golf.

Attentive. Precise. Communicator.

“I add value by applying my experience in portfolio management and understanding of the underwriting process to build strong broker relationships.”

Joseph is a recent addition to the First National team, but he brings 10 years of industry expertise focused on customer service and sales. For Joseph, relationship building is vital. He works to understand what clients are looking for and combines that insight with his experience in portfolio management and underwriting. In Joseph’s view, problem solving and communication are critical to servicing brokers effectively. When issues do arise, he works to understand the problem at hand and applies precision in solving it. Always looking to listen actively, Joseph ensures that he communicates with clients and colleagues in a clear and professional manner.

When he’s not adding value for brokers, Joseph enjoys watching and playing sports including golf, hockey and football. Other pursuits include travel, event planning and attending concerts.

Communicator. Motivated. Personable.

“I add value by nurturing strong relationships with clients and partners, delivering service defined by knowledge sharing and integrity.”

Elena was part of the First National team during its early years in the industry. She rejoined in 2018, bringing numerous years of industry expertise to her role as Excalibur Account Manager. Throughout her three decades in the industry, Elena has developed skills including sales, business development, management and training. As a strong communicator, she prides herself on being reliable, committed and dependable in her response to broker partners. Highly motivated to succeed, Elena is always inspired to find new and creative ways to achieve objectives. She considers herself a people person and tries to maintain a cheerful disposition and outgoing manner that puts people at ease.

When she’s not adding value for brokers, Elena enjoys exploring the globe, dancing and her volunteer commitments to Big Brothers Big Sisters of Peel.

Motivator. Resourceful. Honest.

“I add value by leading by example, doing whatever it takes for clients and holding myself and my performance to the highest standards of integrity.”

John spent five years in the industry before joining First National in 2007. Prior to his current role as Regional Sales Manager, John held the position of Account Manager. It is his responsibility to oversee sales for the province of Quebec and ensure that First National has the right products, pricing and service to remain a leader.

When he’s not adding value for sales and brokers, John enjoys winemaking and sports including golf, tennis, cycling and soccer.

Relationships. Motivation. Strategy.

“I add value by building close, caring and trusting relationships with brokers, emphasizing performance, a culture of winning and aspirations to be the best.”

Benoit has spent close to four years working at First National, leveraging his unique perspective as a former broker and realtor. A strategic thinker, Benoit brings creative anticipation, imagination and persistence to the team, to clients and to his projects. He is open to and excited by alternative ways of doing things and makes quick, confident decisions about the right path to follow.

When he’s not adding value for brokers, Benoit plays sports, enjoys movie and traveling.

Knowledgeable. Available. Respectful.

“I add value by treating others with the highest levels of respect, which for me means delivering on promises and taking the time to listen and find the right solutions.”

Nicholas has been a part of the First National team for the past seven years. He brings a unique combined expertise in underwriting and mortgage sales to his role as Account Manager. Responsive and always available to clients, he believes in treating others as you wish to be treated. With clients, that belief translates to consistent delivery and active listening.

When he’s not adding value for brokers, Nicholas spends time with his family and stays active playing hockey, baseball and golf.

Resourceful. Positive. Dedicated.

“The best way to deliver great service is to listen to a client’s needs and concerns and dedicate the attention required to address them. It is also important to stay current with new policies to provide the most accurate information possible.”

Caroline joined the First National team as Fulfillment Specialist and was later promoted to Underwriter before moving into her current role as Internal Account Manager. She brings 12 years of industry experience to her role.

When she’s not providing great service to First National clients, Caroline spends time with her kids taking walks and watching them play hockey and soccer. She also enjoys dining out with friends.

Sound advice. Honest input. Fast response.

Ed has been a part of the First National Financial commercial team for the past 15 years, and has originated more than $1 billion in commercial financing.

For Ed, it’s critical to relate to clients from their perspective, which means listening, presenting options, making realistic promises and delivering on them quickly and reliably.

He is a big believer in transparency, so every client engagement starts with expectation setting – what the deal cycle will look like, openness to feedback and approaches to ongoing communication. Honesty is paramount. While Ed aims to expedite offers and execution, he also feels that it is his responsibility to be truthful about what’s really possible and how his partnership can help.

Working at First National, Ed feels confident to apply his honest communication style when advising clients. And because he places such a premium on fast response, he knows that he has the support behind him to execute quickly.