Business driven Finance Manager, focused on building customer relationships and loyalty. Experienced in pitching products that help protect customers purchase and loan. Provide loans and approvals based on customers needs and wants.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Services Manager
Richmond Hill Subaru
02.2022 - Current
Facilitate financial approvals, recommend products to ensure great ownership experience.
Ensure complete funding of finance deals in compliance with bank standards.
Operate and maneuver financial software to ensure approvals in a large range of consumers.
Work with sales associates to ensure complete product knowledge.
Business Manager
Car Deals Direct
05.2021 - 11.2021
Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price and options while fielding inquiries from various marketing websites.
Closed sales by overcoming objections, asking for sales, negotiating price and completing purchase contracts,
Worked with multiple of Canada's largest financial institutions to provide approvals to clients.
Understanding of complex algorithms in systems such as "Dealertrack" to ensure high accuracy in loan approvals.
Account Manager
Desjardins General Insurance
11.2017 - 04.2021
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Enhanced insurance agency reputation by accommodating new and different requests and by exploring products to add value.
Education
Paralegal Education
Humber College
06.2014
Skills
Building Customer Relationships and Loyalty
Strong Communication and Interpersonal Skills
Accuracy in loan approvals
Product Demonstrations
Ability to adapt to new systems and work environment
Certification
OMVIC License - 2021 May
RIBO License - 2017 Nov
Timeline
Financial Services Manager
Richmond Hill Subaru
02.2022 - Current
Business Manager
Car Deals Direct
05.2021 - 11.2021
Account Manager
Desjardins General Insurance
11.2017 - 04.2021
OMVIC License - 2021 May
RIBO License - 2017 Nov
Paralegal Education
Humber College
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