Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Caleb Chang

Barrie,ON

Summary

  • The goal in my everyday journey within my profession is to provide understanding and value to customers with the intension of establishing a memorable experience. It’s one thing to be an excellent achiever, but another to be an outstanding leader of integrity, honesty, and respect.
  • Results-oriented and enthusiastic about maximizing team performance by self-training and supporting team members. I am a decisive leader able to build up confidence in others and achieve results.
  • Experienced at managing business operations in heavy duty equipment. Expertise in employee oversight, customer relationship management and credit profiling. Ambitious at expanding personal accomplishments and business goals.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Inventory/Fleet Manager

Upper Canada Truck Sales
Barrie, ON
05.2024 - Current
  • Maintained fleet of vehicles, including scheduling preventative maintenance and repairs.
  • Developed and implemented policies and procedures for fleet operations.
  • Monitored budget expenses to ensure compliance with company guidelines.
  • Conducted regular vehicle inspections to identify potential problems or issues.
  • Coordinated with vendors for parts ordering, repairs and services.
  • Analyzed data from various sources such as repair bills, fuel consumption records., to identify areas of improvement.
  • Prepared weekly report summarizing key performance indicators for senior management review.
  • Analyzed vendor performance metrics to ensure compliance with service level agreements.
  • Collaborated with vendors on developing strategies for reducing cost of goods sold due to defective products being returned under a manufacturer's warranty policy.
  • Facilitated communication between customers and internal teams when resolving issues arising from defective products covered by a manufacturer's warrantee policy.
  • Implemented quality control measures to uphold company standards.

Sales and Finance Coordinator

Upper Canada Truck Sales
Innisfil, ON
04.2021 - Current
  • Assisting in structuring deals in accordance with lender and dealership guidelines.
  • Perform credit interviews, prepare credit application. Verify accuracy of all material information on the credit application and submitting to lenders.
  • Maintained current inventory logs and make recommendations to upper-level management in equipment pricing.
  • Maintaining and ensuring deal files are compliant to our company policy.
  • Prepare weekly and monthly reports as requested by management which includes monthly sales, account payables, frontline quality control, retail ready reporting.
  • Maintaining lender relationships and continually seeking lender opportunities.
  • Understanding and presenting the end product of which we offer to customers; qualifying customers with the correct equipment.
  • Obtaining and observing extended warranty information.
  • Leading sales meetings to present plans and solutions to critical customer expectations.
  • Established strong client relationships to drive business development.

Retail Services

BMO
Barrie, ON
03.2020 - 04.2021
  • Supporting customer requests for banking services, including handling transactions and customer inquiries.
  • Reviewing customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Supporting operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Maintaining current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifying and reports suspicious patterns of activity that are suspected to be related to money laundering.

Dealer Services Training - Marketing & Sales

General Motors
Markham, Ontario
09.2019 - 01.2020
  • Dealer Services Training, Marketing & Sales, performing in class fulfillment when dealership training schedule permits, support change to the customer communication process.
  • Distribution of training materials and ship to Canadian wide hotel and Dealership locations for classroom sessions.
  • Working in conjunction with DRM's and RSM's to assist with class enrollment.
  • Analyzing spreadsheets and market areas to assess national training distribution and opportunities.
  • Researching training competitors product offerings, pricing, and Canadian market infiltration with GM dealers.
  • Working with Salesforce reporting to identify field training support and opportunities (which dealers have enrolled, what classes, dates etc.
  • Identifying floor plan stores free value component to training for value support to Commercial lending.
  • Working with the Marketing Manager on purifying the hard copy communication strategy.

Documentation Specialist

Mercedes-Benz Financial Services
Mississauga, Ontario
10.2018 - 05.2019
  • Assisted collections department with preparing required documents, including legal searches in order to close out repossessed files.
  • Assisted Loss Recovery department with responding to bankruptcy claims, preparation of legal invoices for payment, sending demand letters and other duties as required.
  • Generated customer loyalty while supporting our financial services through a strong customer focus and promoting a commitment to excellence.
  • Prepared and analyzed of portfolio performance reports as assigned by management.
  • Used communication and analytical skills to provide mutually beneficial problem resolution.
  • Worked in conjunction with credit and financing.

Account Specialist

Safe-Guard Products International
Toronto, Ontario
05.2018 - 09.2018
  • Initiating, managing, executing system set-up for new clients/accounts.
  • Documented and communicating licensing, compliance, filed rates, and any other requirements for new dealer sign-ups or existing accounts.
  • Developed new and updates current marketing, training and point of sale material.
  • Providing communication and support to departments with regard to new products, product changes, rate changes, and new forms.
  • Advanced formula language for Excel Spreadsheet to master accuracy of data input.
  • Reviewing and documenting information on products and keeps the client relations, RPM’s, sales teams, and other department managers updated with latest information on the company’s products and internal/external processes.
  • Managing supply ordering & product inventory for designated OEM clients.
  • Reviewing and updates various F&I client contracts.
  • Attending and contributing material for executive proposals and meetings.

Education

BBA - Business Management - Automotive Business

Georgian College, Automotive Business School Of Canada
true
05.2021

Skills

  • Regional accounts
  • Sales presentation development
  • Prospecting skills
  • Cross-selling and upselling
  • Strong lead development skills
  • Administrative support
  • Team building
  • Microsoft Excel
  • Microsoft Word
  • Microsoft Slides

Certification

iA-SAL Industrial Alliance

  • APEX training is the ultimate tool for any new candidate wishing to work as a financial services manager in vehicle sales. The extensive training provides candidates all the necessary knowledge and tools to perform effectively and professionally in the various tasks of their future career in F&I.

OMVIC License & Certification

  • OMVIC (Ontario Motor Vehicle Industry Council) administers and enforces the Motor Vehicle Dealers Act, its regulations and code of ethics, as well as relevant sections of the Consumer Protection Act, on behalf of Ontario's Ministry of Government and Consumer Services.

Timeline

Inventory/Fleet Manager

Upper Canada Truck Sales
05.2024 - Current

Sales and Finance Coordinator

Upper Canada Truck Sales
04.2021 - Current

Retail Services

BMO
03.2020 - 04.2021

Dealer Services Training - Marketing & Sales

General Motors
09.2019 - 01.2020

Documentation Specialist

Mercedes-Benz Financial Services
10.2018 - 05.2019

Account Specialist

Safe-Guard Products International
05.2018 - 09.2018

BBA - Business Management - Automotive Business

Georgian College, Automotive Business School Of Canada

Similar Profiles

CREATE PROFILE
Caleb Chang