Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Johnny Tella

Johnny Tella

Kitchener,ON

Summary

Sales leader with an extensive background in customer retention. Comprehensive understanding of the mortgage industry. Experience in managing accounts with a reputation for professionalism, integrity and commitment to quality service. Currently in a transitory position seeking the opportunity to showcase my skill beyond the mortgage horizon.

Overview

8
8
years of professional experience

Work History

Senior Retention Manager

MCAP
08.2022 - 03.2024
  • Designed and implemented educational frameworks focusing on retention and internal sales strategies
  • Developed training materials emphasizing soft skills and interpersonal connections for sales and retention purposes
  • Monitored competitor rates regularly, providing weekly recommendations to inform market positioning and company strategy
  • Acted as a liaison between internal sales and customer service centers, resolving logistical issues and optimizing the application process
  • Conducted thorough analysis of customer feedback to devise innovative techniques aimed at enhancing customer retention.

Retention Manager

Paradigm Quest
02.2021 - 08.2022
  • Oversaw mortgage applications for an organization with twenty-eight billion dollars in assets under management
  • Facilitated funding of four hundred million dollars in 'new money' loans
  • Managed operations for fourteen staff members handling purchases, refinances, covenant changes, assumptions, and partial discharges
  • Strategically planned and executed initiatives resulting in a 120% sales increase over three years
  • Implemented strategic initiatives retaining loans worth five hundred million dollars within one year
  • Fostered open communication to cultivate a positive work environment for employees.

Team Lead

Paradigm Quest
03.2020 - 02.2021
  • Processing all commissions and HR requirements
  • Recruitment of new employees
  • Vacation coverage to process applications
  • First contact for escalations
  • Strategic Initiative support (gather supporting data)
  • Training and scheduling (workforce management)
  • Prepare executive reporting.

Lead Generator

Paradigm Quest
03.2018 - 03.2020
  • Innovated the creation of the lead generator role to address identified process gaps
  • Successfully executed a pilot program resulting in a notable 38% increase in sales
  • Implemented digital application processes and advocated for a 'first call resolution' approach to senior leadership
  • Established a pre-screening protocol for applications and allocated them to designated mortgage advisors for scheduled appointments
  • Demonstrated exceptional verbal communication skills to engage customers in meaningful conversations, facilitating the identification of their needs and requirements
  • Completed and maintained accurate maintenance forms and records to ensure accountability and compliance.

Customer Service Representative

Paradigm Quest
04.2016 - 12.2017

· Employed probing questioning techniques to ascertain service needs and meticulously recorded information into electronic systems.

· Effectively de-escalated challenging customer concerns, exhibiting a composed and amiable demeanor.

· Educated customers on billing procedures, facilitated payment processing, and offered assistance in setting up payment options.

· Exhibited exceptional communication skills in resolving product and consumer complaints promptly and satisfactorily.

· Provided mentorship to new team members, imparting knowledge of procedures and policies to optimize team performance.

· Cultivated robust customer relationships to foster repeat business and enhance customer loyalty.

Education

Mortgage Agent License -

REMIC
Toronto, ON
03.2015

Associate of Arts | Culinary Arts -

George Brown College
Toronto, ON
06.2012

High School Diploma -

George S Henry Academy
Toronto, ON
06.2010

Skills

  • Problem Solving
  • Strategic Planning
  • Employee Engagement
  • Performance Tracking and Evaluation
  • Team Leadership
  • Goal Setting
  • Hiring and Training
  • Team Building
  • Project Planning
  • Teamwork and Collaboration
  • Payroll Administration
  • Customer Service
  • Interpersonal Relations
  • Industry Trends Awareness
  • Employee Motivation
  • Upselling strategies
  • Competitor Analysis
  • Customer Retention Strategies
  • Conversion Rate Optimization
  • Email marketing campaigns

Languages

English
Native or Bilingual

Timeline

Senior Retention Manager

MCAP
08.2022 - 03.2024

Retention Manager

Paradigm Quest
02.2021 - 08.2022

Team Lead

Paradigm Quest
03.2020 - 02.2021

Lead Generator

Paradigm Quest
03.2018 - 03.2020

Customer Service Representative

Paradigm Quest
04.2016 - 12.2017

Mortgage Agent License -

REMIC

Associate of Arts | Culinary Arts -

George Brown College

High School Diploma -

George S Henry Academy
Johnny Tella