Jason Ivany
Conception Bay South,Canada
Summary
Dedicated and highly motivated professional eager to leverage a diverse skill set to enhance business performance. Thrives in both individual and team environments, utilizing a strong work ethic to swiftly adapt to various processes and drive organizational objectives. Resourceful and results-driven, with a passion for fostering growth and efficiency that aligns with company goals while maximizing service value. Committed to delivering impactful contributions that support overall success and sustainability.
Overview
26
26
years of professional experience
Work History
Manager of Procurement
NewDock- St. Johns Dockyard LTD
05.2021 - Current
- Responsible for managing both unionized and non-unionized staff at a fast-paced facility specializing in ship repair, refit and fabrication services.
- Work with and supervise purchasing team to ensure timing delivery of quality goods used in various ongoing facility projects and multi million-dollar contracts.
- Work with our production management team to determine just in time arrival of goods as well as arrange the arrival of factory service representatives and other subcontractors to the facility to perform specialized services.
- Perform weekly and monthly reconciliations of open purchase orders to minimize delays in production.
- Negotiate contract pricing with existing and new suppliers to ensure that profit margins and cost savings are maintained.
- Good working knowledge of SYSPRO and Microsoft office applications.
- Streamlined purchasing processes, improving turnaround times for acquisitions.
New Vehicle Sales Advisor
Toyota Plaza
10.2020 - 05.2021
- Advising clients on new and used vehicle purchases while, demonstrating vehicle features and benefits
- Coordinating of financing and additional products and insurances with business office to finalize sale and ensure customer satisfaction.
- Use of CRM tools to follow up on leads and keep sales pipeline up to date
- Provided exceptional customer service, addressing inquiries and resolving issues efficiently.
- Conducted follow-up communications with clients, enhancing customer satisfaction and loyalty.
- Conducted and managed daily proactive call volumes to drive sales
- Achieved monthly growth in sales targets every month
Independent Mortgage Broker
NL Mortgage Brokers
02.2020 - 05.2021
- Analyzed client financial information to recommend suitable loan products and terms.
- Facilitated communication between lenders and clients, streamlining the mortgage application process.
- Evaluated market trends to provide strategic insights on competitive mortgage rates.
- Developed strong relationships with real estate agents, fostering referral partnerships for business growth.
Mobile Mortgage Specialist
RBC Royal Bank
01.2012 - 02.2020
- As a 100% commission employee, I was responsible primarily for new acquisition mortgage business as part of RBC’s Career Sales Force.
- This role focused on providing advise to a diversified client base with regards to all their home financing needs.
- Worked with branch partners and centers of influence outside of the organization to generate leads for new clients.
- Responsible for originating volumes in the range of 15-20 million annually while maintaining a quality credit book, following federal mortgage programs, policies and guidelines.
- Advised clients on value-added services such as creditor insurance and referrals to branch partners to enhance client relationships and profitability to the organization.
- Collaborated with internal teams to streamline loan processing workflows, enhancing operational efficiency.
- Conducted training sessions for junior staff on mortgage products and regulatory updates to ensure team competency.
- Mentored team members on best practices in client engagement and relationship management within mortgage services.
Independent Mortgage Broker
ACME Mortgage Brokers
07.2010 - 12.2011
- A 100% commission-based position assisting clients in obtaining mortgage financing from various lenders.
- Built a network of center of influences to assist in obtaining referral business to build client base.
- Negotiated with lenders for the best rate and product for clients.
- Advised clients on mortgage options, ensuring informed decision-making aligned with financial goals.
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
Financial Advisor
CIBC
01.2009 - 07.2010
- Direct control of managing a portfolio of 300+ households of an affluent client base with total portfolio assets under management more than $80 Million.
- Completed and implemented all steps in the financial planning process with client base while achieving revenue and sales plans as allocated by CIBC.
- Worked closely with partners to maximize the closing of new investment and lending business.
- Cultivated strong client relationships through effective communication and trust-building strategies.
- Collaborated with cross-functional teams to deliver tailored financial solutions for high-net-worth clients.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Senior Account Manager
RBC Royal Bank
04.2000 - 12.2008
- Advisor for clients for all financial needs with direct control of managing and building relationships of approximately 400-500 high value clients of the branch.
- Responsible for meeting sales targets assigned to position and controlling profitability of client relationships.
- Mentor and coaching of new account managers in helping to build their skills in lending and investments.
- Act as assistant Branch Compliance Officer to oversee mutual fund trades and compliance in the absence of the Branch Manager.
- Led client relationship management initiatives to enhance customer satisfaction and retention.
Education
Bachelor of Arts - Major- Economics, Minor- Business Administration
Memorial University of Newfoundland
Canadian Securities Course - undefined
Conduct and Practices Handbook for Branch Compliance Officers - undefined
Skills
- Client relationship management
- Financial expertise
- Effective team collaboration
- Customer Service
- Proficient in managing multiple tasks
- Effective time management
- Effective organizational skills
- Adaptability
Languages
English
Native or Bilingual
Timeline
Manager of Procurement
NewDock- St. Johns Dockyard LTD
05.2021 - Current
New Vehicle Sales Advisor
Toyota Plaza
10.2020 - 05.2021
Independent Mortgage Broker
NL Mortgage Brokers
02.2020 - 05.2021
Mobile Mortgage Specialist
RBC Royal Bank
01.2012 - 02.2020
Independent Mortgage Broker
ACME Mortgage Brokers
07.2010 - 12.2011
Financial Advisor
CIBC
01.2009 - 07.2010
Senior Account Manager
RBC Royal Bank
04.2000 - 12.2008
Canadian Securities Course - undefined
Conduct and Practices Handbook for Branch Compliance Officers - undefined
Bachelor of Arts - Major- Economics, Minor- Business Administration
Memorial University of Newfoundland