Sign In

Shannon Roberts

Mortgage Underwriter and Customer Care Specialist at Outline Financial

Shannon Roberts is a professional in the mortgage and financial industry, currently working as a Mortgage Underwriter and Customer Care Specialist at Outline Financial. She holds a Bachelor of Commerce (BCom) degree from Queen's University.

Shannon's career path in the financial sector includes:

  1. Residential Mortgage Underwriter at First National Financial LP
  2. Regional Sales Manager at TD Bank, handling the GTA Central and North regions
  3. Positions at Paradigm Quest, Smith School of Business at Queen's University, and Genworth Financial Canada

Before joining Outline Financial, Shannon worked on the lender side of the business, which gave her valuable experience in the mortgage industry.1 At Outline Financial, she is dedicated to helping clients find customized mortgage solutions, emphasizing that a great mortgage rate is only the tip of the iceberg when considering a client's overall financial strategy.1

Shannon's approach to customer service involves treating every client as she would want to be treated, helping them understand how a mortgage ties into their current financial situation and future goals.1 She believes in the importance of consulting an experienced mortgage professional to break down all options and create a financial strategy that best suits both short- and long-term financial objectives.1

Outside of her professional life, Shannon enjoys traveling and experiencing different cultures, with Vietnam, South Africa, and New Zealand being her favorite destinations to date.1 When not traveling abroad, she spends time exploring Toronto and enjoying the city's top restaurants.1

Highlights

Apr 5 · outline.ca
Shannon Roberts - Mortgages, Insurance, Advisory - Outline Financial
Shannon Roberts - Mortgages, Insurance, Advisory - Outline Financial

Related Questions

What inspired Shannon Roberts to pursue a career in finance?
How did Shannon's role at TD Bank impact her approach to customer service?
What are some of Shannon's favorite travel destinations?
How does Shannon's experience at First National Financial compare to her role at Outline Financial?
What advice does Shannon offer to her clients about mortgage rates?
Shannon Roberts
Shannon Roberts, photo 1
Shannon Roberts, photo 2
Add to my network

Location

Greater Toronto Area, Canada