Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kaitie Gray

Enderby

Summary

Dynamic Finance Manager with extensive experience at Bannister Salmon Arm GMC, excelling in deal structuring and credit approvals. Proven track record in client relationship management and compliance, enhancing team collaboration. Proficient in CRM systems, driving sales growth while fostering strong lender partnerships. Committed to delivering exceptional service and achieving financial goals.

Overview

11
11
years of professional experience

Work History

Finance Manager

Bannister Salmon Arm GMC
06.2019 - Current
  • Deal Structuring & Credit Approvals
  • Subprime & Prime Lending
  • Extended Warranty & Product Sales
  • Compliance & Documentation
  • Client Relationship Management
  • Team Collaboration & Training
  • Lender & Partner Liaison
  • CRM & DMS Proficiency (Dealertrack, PBS, CDK)

Sales and Leasing Consultant

Bannister Cadillac
11.2017 - 06.2019
  • Automotive Sales Expertise
  • Lease Structuring & Options Presentation
  • Customer Needs Assessment
  • Product Knowledge (OEM-specific & competitive analysis)
  • Trade-In Appraisal Assistance
  • CRM & Lead Management (e.g., DealerSocket, VinSolutions)
  • Client Retention & Follow-Up Systems

Financial Services Representative

CIBC
11.2016 - 11.2017
  • Needs-Based Selling & Financial Advice
  • Investment & Lending Product Knowledge (RRSPs, TFSAs, GICs, personal loans, lines of credit, mortgages)
  • Financial Goal Setting & Planning Support
  • Cross-Selling Financial Products & Services

Bank Teller

CIBC
07.2014 - 10.2016
  • Accurate Cash Handling & Reconciliation
  • Processing Deposits, Withdrawals, Bill Payments & Transfers
  • Foreign Currency Exchange & Cheque Cashing
  • Balancing Cash Drawer & Resolving Discrepancies

Education

Bachelor of Arts - Psychology

University of Manitoba
Winnipeg, None
04-2014

Skills

  • Deal Structuring & Credit Approvals
  • Subprime & Prime Lending
  • Extended Warranty & Product Sales
  • Compliance & Documentation
  • Client Relationship Management
  • Team Collaboration & Training
  • Lender & Partner Liaison
  • CRM & DMS Proficiency (Dealertrack, Reynolds & Reynolds)

Languages

English

Timeline

Finance Manager

Bannister Salmon Arm GMC
06.2019 - Current

Sales and Leasing Consultant

Bannister Cadillac
11.2017 - 06.2019

Financial Services Representative

CIBC
11.2016 - 11.2017

Bank Teller

CIBC
07.2014 - 10.2016

Bachelor of Arts - Psychology

University of Manitoba

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Kaitie Gray