Summary
Overview
Work History
Education
Skills
Continuing Education
Role Profiles
Accomplishments
Timeline
Generic

Matthew Sherriff

Surrey,BC

Summary

Dynamic, results-oriented marketing and business development professional with an entrepreneurial outlook and outstanding record of success. Strategic thinker focused on implementing action plans that produce measurable results and further reinforcing the organization’s core brand values in the selected marketplace. Accomplishing this by providing the most current and comprehensive market data while educating mortgage brokers in today’s ever changing & diverse regulatory environment. Skilled Business Development leader offering 15 years of experience in leading operations and enhancing revenue. Bringing expertise in client acquisition and contract negotiation, along with excellent interpersonal communication, relationship-building and team leadership abilities. Results-driven and proactive with demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives.

Overview

15
15
years of professional experience
1
1
Language

Work History

Business Development Manager

Optimum Mortgage CWB
1 2019 - Current
  • By utilizing an education first approach to build brand loyalty, I was able to increase territorial market share by 150%, delivering record setting sales growth
  • Increased client base by identifying new business opportunities and cultivating strong relationships with key decision makers
  • Conducted comprehensive market research and analysis to identify emerging trends and potential areas of expansion.
  • Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
  • Monitored market trends and competitor activities to identify areas of potential opportunity.
  • Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.
  • Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
  • Optimized sales funnels by leveraging data-driven insights to refine targeting strategies and maximize conversion rates.

Business Development Manager

B2B Bank Canada
09.2012 - 01.2018
  • Intermediary sales specialist focused on relationship building and strategic growth within the Mortgage Broker channel, by operating as an industry expert and educator for new and seasoned brokers.

Education

Bachelor of Applied Financial Services -

Mount Royal University
Calgary, Alberta

Marketing Management Certificate - undefined

Mount Royal University
Calgary, Alberta

Skills

Business Development

Continuing Education

  • SEQUOIA System Training Workshop
  • Double Digit Sales Training
  • Cannon Sales Training
  • Dynamic Funds Effective Sales Practices Workshop
  • ALD Credit Course
  • Introduction to Personal and Corporate Tax Course
  • Canadian Securities Course
  • Risk Management Course

Role Profiles

Business Development Manager, Optimum Mortgage CWB

  • Analyze, plan, and implement strategic sales initiatives to increase product penetration
  • Increased client retention through proactive sales calling, zoom presentations, and on-site presentations to key partners
  • Identified high value prospects and capitalized on broker-based referrals to expand my network
  • Analysis and interpretation of sales reporting to determine overall portfolio risk and areas of potential growth
  • Escalation management to AVP of credit in order to reach the mutual goal of managing risk and growing the business
  • Key Western Business Development Team resource for policy and procedure-based inquiries
  • Identified high value prospects and capitalized on broker-based referrals to expand my network
  • Analysis and interpretation of sales reporting to determine overall portfolio risk and areas of potential growth


Business Development Manager, B2B Bank Canada

  • Field underwriting specialist and alternative lending expert focusing on structuring and packaging complex financial transactions
  • Public speaking and presentation expert working with groups of up to 1,000
  • Industry Trade show presenter and member of BC Lender Group
  • Territory and database management facilitator utilizing ATL and BTL methodology to convert high potential clients into consistent producers
  • Key contact for corporate partners and regional directors of the major broker houses to set and prioritize annual goals
  • Managing escalations while working closely with industry partners to finalize transactions and minimize last minute stressors

Accomplishments

4 Time CMA Alternative Lender BDM Nominee

Optimum Mortgage BDM of the Year

B2B Bank BDM of the Year

BC Lenders Group Board of Directors

Treasurer

Timeline

Business Development Manager

B2B Bank Canada
09.2012 - 01.2018

Business Development Manager

Optimum Mortgage CWB
1 2019 - Current

Bachelor of Applied Financial Services -

Mount Royal University

Marketing Management Certificate - undefined

Mount Royal University
Matthew Sherriff