Ambitious, detail-oriented Finance/Sales Manager versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.
Overview
14
14
years of professional experience
Work History
Branch Manager
Easy Financial
05.2015 - Current
Maintained friendly and professional customer interactions
Assessed employee performance and developed improvement plans
Met deadlines by proactively managing individual and team tasks and streamlining processes
Engaged employees in business processes with positive motivational techniques
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set
Consulted customers to boost product sales and services
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations
Generated financial and operational reports to assist management with business strategy
Realty Specialist
Sotheby's International Realty Home
01.2012 - 09.2014
Reviewed and executed confidential documents, contracts and disclosures.
Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
Prepared and presented contracts and other legal documents to clients.
Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
Performed home evaluations and developed competitive market analysis for individual homes.
Conducted weekly open houses and provided feedback to sellers on potential buyers.
Collaborated with mortgage companies to accurately determine loan and mortgage options for clients.
Financial Services Representative
BMO Bank of Montreal
01.2010 - 06.2011
Identified signs of fraud and took proactive action to protect institutional assets.
Evaluated and approved journal entries, helping to keep accounts current and accurate.
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Analyzed business processes to identify cost savings and operational efficiencies.
Established internal audit procedures to validate and improve accuracy of financial reporting.
Supported financial director with special projects and additional job duties.
Established and checked coding procedures, monitored reports and updated internal files.
Education
High School Diploma - undefined
Alberta Distance Learning Centre
Barrhead, AB
06.2008
BBA - BBA Business Administration And Management
Calgary University
Calgary
06.2014
Skills
Accounting Management B2B sales Customer Service
Financial Analysis Wealth view software Microsoft Excel, word, PowerPoint
Loan officer/Auditing Loans
Risk Management Credit Analyzing Coaching and training
Strategic Planning Financial Reporting Accounting Management, Team Building
Accounts receivables, Legal Adobe software, Access PhotoShop, Microsoft Excel PowerPoint
Word
Mortgage Lending Customer Service Financial Analysis Financial Reporting
Customer Relationship Management
Financial Analysis
Manage Contracts
Accomplishments
Led the bank with more than Half a Million in sales per month.
Additional Information
Recognized as Top Performer due to sales
Achieved a loan book of $10 million by 2019, growing that amount within 5 years.
Certifications
Completed CANADIAN SECURITIES COURSE
Languages
English
Native or Bilingual
Arabic
Native or Bilingual
French
Professional Working
Timeline
Branch Manager
Easy Financial
05.2015 - Current
Realty Specialist
Sotheby's International Realty Home
01.2012 - 09.2014
Financial Services Representative
BMO Bank of Montreal
01.2010 - 06.2011
High School Diploma - undefined
Alberta Distance Learning Centre
BBA - BBA Business Administration And Management
Calgary University
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