Jenny Tate
Maple,Canada
Overview
9
9
years of professional experience
Work History
Independent Mortgage Agent
Independent Mortgage Agent
01.2022 - Current
- Achieved $20 million in mortgage production over two years while working part-time, demonstrating strong sales and time management
- Built and maintained relationships with clients, referral partners, and community stakeholders, driving consistent mortgage opportunities and referrals
- Provided tailored mortgage advice, leveraging banking expertise to help clients meet financial goals and delivering a seamless application process
Manager, Research & Insights
IGM Financial Inc.
01.2019 - Current
- Led cross-functional teams to design research programs focused on Client and Advisor Experience, driving strategic decision-making and business growth
- Championed the Voice of Clients and Advisors, integrating insights into strategies to enhance client loyalty and advocacy
- Developed and implemented surveys to measure client and advisor experience, driving improvements in customer satisfaction and engagement
- Delivered impactful presentations and crafted actionable insights for senior leadership, aligning research with business objectives and enhancing customer experience strategies
Manager, Continuous Improvement
Scotiabank
10.2017 - 03.2019
- Prioritized and managed E2E process improvement opportunities, gathering and analyzing data to develop actionable recommendations
- Implemented data-driven improvements using statistical analysis, business intelligence, and benchmarking, resulting in savings of 35 FTEs and financial savings of $2.91M
- Identified automation opportunities, streamlining processes across the organization in collaboration with business leaders
- Managed and monitored process design implementation, ensuring alignment and improving overall effectiveness through documented current and future states
Sr. Analyst Process Improvement and Process Improvement Analyst
Rogers Communications
05.2016 - 10.2017
- Identified and executed process improvements, increasing operational efficiency and improving key KPIs while mitigating risk and safeguarding quality
- Drove process automation efforts, meeting productivity targets and fostering a culture of continuous improvement across the company
- Collaborated with senior leadership, providing strategic process improvement plans and updates to enhance operational and financial controls
- Analyzed current processes with finance and operations teams to design automated solutions, reducing costs and improving performance
Education
MBA -
Schulich School of Business
TorontoSkills
- Sales and Business Development
- Client Relationship Management
- Financial Planning Knowledge
- Consultative Selling
- Negotiation and Persuasion
- Entrepreneurial Mindset
Timeline
Independent Mortgage Agent
Independent Mortgage Agent
01.2022 - Current
Manager, Research & Insights
IGM Financial Inc.
01.2019 - Current
Manager, Continuous Improvement
Scotiabank
10.2017 - 03.2019
Sr. Analyst Process Improvement and Process Improvement Analyst
Rogers Communications
05.2016 - 10.2017
MBA -
Schulich School of Business
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