Operational Risk Manager

Over the past years, Charlene’s professional journey has reflected a trajectory of remarkable growth and expertise in the financial and mortgage industry. With a background rooted in administration roles, where she focused extensively on bookkeeping, her journey in the mortgage sector began as a mortgage agent. Over five years, she excelled in this role, culminating in her elevation to a mortgage broker in 2023. Throughout her tenure, Charlene has represented both borrowers and lenders in private mortgages, showcasing her proficiency in navigating complex transactions.

Charlene’s track record is impressive, with over $70,000,000 in mortgages funded across hundreds of transactions. This extensive experience underscores her ability to facilitate successful deals, negotiate terms, and provide tailored solutions to meet her clients’ needs.

In 2023, Charlene and her partners founded Investor Suite Inc, an administration company dedicated to managing and facilitating mortgage investments. As a director and vice president, her focus lies in overseeing all post-funding operations and accounting, ensuring operational efficiency and financial accuracy within Investor Suite Inc.

Charlene’s meticulous attention to detail and operational expertise have been instrumental in Investor Suite Inc consistently surpassing funding targets month over month. Her ability to seamlessly blend administrative skills, financial acumen, and mortgage expertise positions her as a driving force within the industry, with a relentless dedication to delivering exceptional results and shaping the future of mortgage administration.