Clinton Barretto
Carlisle,Canada
Summary
Ability to make confident and sound decisions impromptu, including prompt stakeholder problem resolution. Agile and able to adapt quickly to changing priorities. Strong time management skills with the ability to multi-task under deadline pressures. Experienced in peer coaching, mentoring and training. Strong leadership skills by implementing leadership profile values. Ability to build and maintain strong relationships with all types of clients and co-workers. Over fifteen years working with TDCT products (credit, investments & insurance). Proficient in all Microsoft Office applications.
Overview
15
15
years of professional experience
Work History
Operations Analyst
TD Ops Modernization Consulting
11.2021 - Current
- Act as a subject matter expert for all CCO projects (30+ projects) and engage with various stakeholders to scope out requirements, goals, and objectives
- Implement strategic solutions for the business, such as the introduction of PowerApps to the Unsecured PL team satisfying audit requirement for workflow tool
- Participated in initiating various strategies, road-mapping, training, data collection and analysis, enabling optimization of business processes within the Credit Card & Unsecured PL teams (RADUE, Release of Security)
Team Manager
TD Unsecured Personal Lending Fulfillment
11.2019 - 11.2021
- Navigated the business through challenges consequential of the Covid-19 pandemic
- Led the team through several business initiatives, intakes and procedural changes
- Used available resources within the business to ensure a successful audit review in two consecutive years
- Responsible for the business FTE needs; aligning resources to the ever-changing business requirements
- Acted as a SME on policy and procedures for unsecured personal lending products
Team Manager
TD Personal Money Out Customer Service
05.2018 - 11.2019
- Strong People Management and interpersonal skills, leading and developing a team of Credit Analysts through formal P3 and informal coaching sessions
- Developed training guide for new hires
- Conducted first BKS formal discharge training
- Hired 23 new staff agency employees and trained them on several processes to provide support during high volumes
- Managed a total of 33 employees
- Engaged with BA to simplify Tax Surplus process
Team Manager
TD Credit Card Decision Credit Centre
12.2016 - 05.2018
- Strong People Management and interpersonal skills, leading and developing a team of Credit Analysts through formal P3 and informal coaching sessions
- Focused on making an impact via process improvement, while reviewing escalations with a high degree of quality as per the Bank and OSFI AML/KYC standards
- Proven success in enhancing the Bank's brand by delivering exceptional customer service to Branch
- Achieved strong TD Pulse 2017 results of 4.63 with survey completed by direct reports
- Knowledgeable in operating platforms such as AdminApps, Adjudicaide (AWS), C3/CreditLink (CLK), Gateway, Cisco Unified Intelligence Centre (CUIC), Cisco Voyageur (Verint) and Right Fax
- Recognized through PBO Quarterly DELITE Award for department initiatives, SME experience and high performance as Team Manager
Credit Analyst
TD Credit Card Decision Credit Centre
10.2013 - 05.2018
- Developed presentation on behalf of the AVP and her management team to present to President of Operations
- Acted as a SME on policy and procedure for SBB & personal Visa Cards
- Reviewed and adjudicated personal mortgage applications
- Involved in TD PRO APP Pilot project – Sept 2013
- Involved in numerous department initiatives including cross-training of analysts and OSFI audit preparation
- Reviewed and adjudicated business and personal Visa applications from all channels
Financial Advisor
TD Canada Trust
01.2010 - 09.2013
- Created and maintained client relationships by providing personalized advice on ways to help them make, save or earn more money
- Be a confidant to clients, someone to talk to, listen and give reassurance of their financial decisions and advised them on their future financial options, objectives and goals
- Administrative duties such as opening accounts, submitting credit applications, mortgages, referrals, and investing
- Worked directly with TD Wealth, TDAM and other partners to refer, coach and improve sales conversations and client relationships
- Contributed to the success of the company by working towards goals and objectives
- Recognized for the Top Mutual Fund Sales performer for Q1 of 2011
- Awarded Top New Mutual Fund Representative with $1,300,000 invested
- Ranked 42 Canada wide in Mutual Fund Sales for 2010
- Recognized for Front Row Centre for Q1 and Q2 of 2013
Education
B.A. - Political Science/Business
University of Windsor
04.2005
Personal Financial Planning Course -
Canadian Securities Institute (CSI)
06.2010
Mutual Funds Licensing Course (IFIC) -
Canadian Securities Institute (CSI)
10.2008
Skills
- Streamlining operations
- Data analysis proficiency
- Analytical forecasting techniques
- Operational analysis
Committee And Community Involvement
- MOCS United Way Ambassador
- JDRF Volunteer Change
- Employee Appreciation Week Committee Lead
- TD Tree Planting Volunteer
- Change Management Committee
- Head Coach for Division 1 Men's Soccer team
- Health & Safety Officer for TD CCDC department
- Junior Achievement Canada, Volunteer
Education And Professional Development
- Canadian Securities Institute (CSI), 06/01/10, Successfully Completed Personal Financial Planning Course
- Canadian Securities Institute (CSI), 10/01/08, Successfully Completed Mutual Funds Licensing Course (IFIC)
- University of Windsor, 04/01/05, B.A. Political Science/Business
Timeline
Operations Analyst
TD Ops Modernization Consulting
11.2021 - Current
Team Manager
TD Unsecured Personal Lending Fulfillment
11.2019 - 11.2021
Team Manager
TD Personal Money Out Customer Service
05.2018 - 11.2019
Team Manager
TD Credit Card Decision Credit Centre
12.2016 - 05.2018
Credit Analyst
TD Credit Card Decision Credit Centre
10.2013 - 05.2018
Financial Advisor
TD Canada Trust
01.2010 - 09.2013
Personal Financial Planning Course -
Canadian Securities Institute (CSI)
Mutual Funds Licensing Course (IFIC) -
Canadian Securities Institute (CSI)
B.A. - Political Science/Business
University of Windsor
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