Daniel Beton
Whitby,ON
Summary
Diligent Manager with over 10 years of banking experience maintaining seamless business operations. Smoothly executes strategies, trains staff and monitors procedures to maximize efficiency and balance objectives with operational requirements. Exceptional skills in analytics, pricing prevention and process optimization.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Manager Mortgage Pricing Analytics
Bank of Nova Scotia
Toronto, ON
04.2022 - Current
- Delivered business insights by effectively leveraging technical tools including SAS Enterprise Guide, Base SAS, Python and PowerBI for all management reporting activities.
- Created and reviewed optimization scenarios that supported recommendations for personalized mortgage rate pricing.
- Created a PowerBI dashboard that encapsulates important business KPI's resulting in a "one-stop-shop" dashboard that enables executive leadership to make informed pricing decisions.
- Optimized production and transferred several financial reports to PowerBI.
- Optimized a daily financial report through VBA(Excel) resulting in a reduction of production time from 45 minutes to 10 minutes.
- Monitored market conditions and the competitive landscape by nurturing relationships with various industry experts.
Manager, Mortgage Portfolio Retention
Bank of Nova Scotia
Toronto, ON
11.2020 - 04.2022
- Analyzed data to determine various personalization segments for the mortgage renewal portfolio.
- Provided support to the execution of large, cross- departmental, multi-channel projects; managing other new delivery channel/campaign initiatives.
- Researched and maintained a complete understanding of customer behavior.
- Monitored existing campaign performance with respect to product features, pricing and overall marketplace competitiveness.
- Dual role for 15 months as a Manager, Pricing Operations and Manager, Mortgage Portfolio Retention.
Senior Analyst, Pricing Operations
Bank of Nova Scotia
Toronto, ON
05.2017 - 10.2020
- Evaluated mortgage and secured line of credit pricing exception requests.
- Conducted research into current trends within the mortgage marketplace, which helped establish mortgage pricing.
- Optimized reports through VBA(Excel) which resulted in an 89% reduction in production time.
- Automated the production of various pricing sheets through VBA(Excel).
Education
Some College (No Degree) - Culinary Management
George Brown College
04-2014
Skills
- Data Analytics
- Campaign Management
- Market Analysis
- Marketing Campaigns
- Retail Marketing
- Digital Marketing
- Marketing Campaign Development
- Revenue Generation
- Competitor Analysis
- Cross-Functional Collaboration
- Sales Forecasting
- Campaign Performance Tracking
- Pricing Strategies
- Cross-Departmental Alignment
- Market Research Analysis
- Training and Onboarding
- P&L Management
- Customer Retention Strategies
- Database Structures
- Statistical Analysis
- Analytical Thinking
- Data Warehousing
- Data Validation
- Technical Analysis
- Process Improvement
Certification
- Linked In Learning Certificate - Leadership Foundations
- Linked In Learning Certificate - Excel Power Pivot
- Linked In Learning Certificate - Learning Data Analytics
- Linked In Learning Certificate - Operational Excellence Foundations
- Linked In Learning Certificate - SAS 9.4
References
References available upon request.
Timeline
Manager Mortgage Pricing Analytics
Bank of Nova Scotia
04.2022 - Current
Manager, Mortgage Portfolio Retention
Bank of Nova Scotia
11.2020 - 04.2022
Senior Analyst, Pricing Operations
Bank of Nova Scotia
05.2017 - 10.2020
Some College (No Degree) - Culinary Management
George Brown College
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