DON MATHEW
Toronto,Canada
Summary
Result-driven Financial Representative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
8
8
years of professional experience
Work History
Financial Services Representative
Gatestone & Co. Inc.
Toronto, Canada
08.2022 - Current
- Negotiated and planned payment resolutions for consumers on multiple credit card accounts, enhancing satisfaction for both consumer and business accounts.
- Researching and answering questions regarding account status.
- Assisting as personal financial advisor over the phone and ownership of fiduciary responsibility for the client.
- Administered financial assessments and prepared paperwork accurately to ensure optimal consumer experience.
- Initiating consumer negotiations for debt recovery through phone and generating around 100-120 outbound and inbound calls a day, and ranking among the top 5 percentile for performance.
- Conducted electronic payment transactions and negotiated payment arrangements within FDCPA guidelines, documenting agreements to maintain compliance.
- Used skip trace to find additional consumer contact information.
Technical Sales Representative
Singlepoint Group International Inc
Toronto, Canada
08.2019 - 03.2022
- Engaged potential customers to successfully close deals on HVAC products and services.
- Identified customer needs through targeted questioning and effectively persuaded customers by aligning our services with their requirements.
- Developed and maintained comprehensive knowledge of competitive landscape and product trends in the HVAC services portfolio.
Field Sales Representative
President's Choice Financial
Toronto, Canada
01.2019 - 07.2019
- Sold president's choice credit cards to existing and prospective customers through relationship-based approach, enhancing customer loyalty.
- Addressed customer inquiries on pc financial Mastercards and services in person, ensuring clear understanding and satisfaction.
Education
Logistics, Supply Chain & Business Administration -
CANADORE COLLEGE
Toronto, ONBBA - Commerce
CALICUT UNIVERSITY
NaipunnyaSkills
- Microsoft Office (Excel, PowerPoint, Word)
- Google Suite (Drive, Sheets, Docs, Slides)
Timeline
Financial Services Representative
Gatestone & Co. Inc.
08.2022 - Current
Technical Sales Representative
Singlepoint Group International Inc
08.2019 - 03.2022
Field Sales Representative
President's Choice Financial
01.2019 - 07.2019
Logistics, Supply Chain & Business Administration -
CANADORE COLLEGE
BBA - Commerce
CALICUT UNIVERSITY