Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kevin Obajdin

Mississauga,Canada

Summary

Bilingual professional with nearly a decade of experience in the financial industry, spanning commercial banking and personal lines insurance. Proven track record of improving business systems and workflows while exceeding mandated targets. Skilled in reporting, analyzing data, identifying growth opportunities, and implementing effective strategies to drive business success.

Overview

9
9
years of professional experience

Work History

Department Manager, Equipment Finance (Bilingual)

RBC Royal Bank
10.2023 - Current
  • Leadership over 15 Equipment Finance Associates who's primary responsibility is to execute complex leasing transactions.
  • Spearheaded the creation and implementation of a new comprehensive reporting system within the department (EFSC)
  • Experienced in goal setting with direct reports to drive both department and company success with an overall goal of strengthening motivation.
  • Established team priorities, maintained schedules and regular monitoring of performance.
  • Designed a report view that allows leadership to observe the volume, specific status, and most recent update of any file assigned to any given EFA.
  • Takes ownership and prioritizes escalated client and/or sales/service partners ensuring resolution at source.
  • Ensures adherence of Operational Risk, Compliance and AML policies, processes and procedures as per Folio guidelines to mitigate operational/credit risk.


Equipment Finance Associate (Bilingual)

RBC Royal Bank
08.2020 - Current
  • End to end execution of complex leasing transactions as the single point of contact between RBC commercial banking clients, leasing sales managers, leasing vendors and legal parties.
  • Consistent performance achievement of 80+ disbursements per month against mandated goal of 36 to 54.
  • Consistent performance achievement of 92% or over quality and accuracy scoring.
  • Recognized as the department's top performer throughout my entire tenure in role.
  • Developed training material, communications and howto/help resources, including creating and performing demos of new processes and applications.
  • Consistent processing of high work volume within established turnaround timeframes.

Customer Care Officer (Bilingual)

RBC Insurance
05.2018 - 08.2020
  • Highly skilled in customer complaint resolution.
  • Consistent performance achievement of 7-10 client complaint cases per day against mandated goal of 4 per day.
  • Consistently recognized as the department's top performer.
  • Providing regular feedback to licensed insurance advisors and suggested coaching plans to department team leaders.
  • Training and mentoring new to role Customer Care Officers.
  • Established and maintained a strong relationship with the Office of the Ombudsman of Ontario.
  • Hosted quarterly informational sessions with partners to establish better processes and best practices to improve overall client experience and retention.

Licensed Insurance Advisor-Level 2 (Bilingual)

RBC Insurance
01.2016 - 05.2018
  • Daily sales and service of a full suite of RBC Insurance/Aviva Canada products tailored to individual clients.
  • Licensed advice given to clients based on changing circumstances or new risks identified.
  • Consistent performance achievement of 1.5 sales per day against mandated goal of 1.2.
  • Consistent performance achievement of 1.9 quotes per day against mandated goal of 1.4.
  • Level 2 Underwriting obtained and maintained throughout role, used to assess risk appetite for business while staying within the outlined parameters.
  • Mentored new to role Licensed Insurance Advisors where they were able to listen in and observe my client interactions.

Education

Diploma - Auto Mechanical & Electronics

Lycée Maurice MINGAM
FRANCE
01.2011

Skills

  • Leadership
  • Process enhancement design
  • Coaching, training, mentorship
  • Data formatting implementation
  • Strategic time management
  • Analytical and critical thinking
  • Underwriting and risk assessment

Languages

English
Native or Bilingual
French
Native or Bilingual
Croatian
Elementary

Timeline

Department Manager, Equipment Finance (Bilingual)

RBC Royal Bank
10.2023 - Current

Equipment Finance Associate (Bilingual)

RBC Royal Bank
08.2020 - Current

Customer Care Officer (Bilingual)

RBC Insurance
05.2018 - 08.2020

Licensed Insurance Advisor-Level 2 (Bilingual)

RBC Insurance
01.2016 - 05.2018

Diploma - Auto Mechanical & Electronics

Lycée Maurice MINGAM

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Kevin Obajdin