Summary
Overview
Work History
Education
Certification
Timeline
Generic

Natasha Tennant

Oakville,ON

Summary

Passionate Senior Relationship Manager with over 25 years experience providing profitable financial solutions to the Small Medium Business market both directly and through a network of partners, brokers, advisors and centres of influence. Highly skilled at maximizing repeat clientele and collaborating to find the best possible solution for established and growing companies.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Relationship Manager

Export Development Canada
09.2022 - 09.2023


  • Identified new business opportunities through diligent market research, analysis and outbound calls contributing to increased net new client growth.
  • Customized targeted presentations and workshops to educate potential clients and referral partner showcasing value propositions, products and services.
  • Mentored junior team members; best practices in relationship management contributing to overall team success and territory growth.
  • Conducted regular reviews of clients'' financial profiles to ensure alignment with their risk tolerance, objectives, investment strategies and insurance needs.
  • Adept in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments verifiable through customer survey and client satisfaction reviews.
  • Resolved customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Active in industry events and trade shows to promote products and services.
  • Collaborated with C-level executives and stakeholders to develop long term long-term financial plans
  • Cultivated strong relationships with key internal stakeholders for effective collaboration and streamlined decision-making processes.


Relationship Manager

Accord Financial Corp.
08.2019 - 07.2022
  • Consistently exceeded sales targets of $20MM through new business development of new and used capital equipment purchases from $2,500 - $5MM for construction, logistics, manufacturing equipment and soft assets.
  • Onboarded and supported vendors, broker and referral partners through training and development of new products , resulting in 120% increase in new business.
  • Client liaison through credit management process with complete credit packages for underwriting through to funding.
  • Assess credit risk through financial statements, asset review and business plans to ensure referral aligns with corporate guidelines and portfolio growth.
  • Cross-sell and educate partners and clients on financial solutions from other divisions that benefit their growth strategy and fiscal needs.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Collaborated with cross-functional teams for seamless management of accounts, resulting in improved customer satisfaction.
  • Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.

ACCOUNT EXECUTIVE

D&D
06.2018 - 08.2019
  • Built relationships with centres of influence, dealers, brokers, vendors and direct clients to drive revenue
  • Analyze prospective small business growth plans and provide financial solutions for working capital and equipment purchases for projects from $50M to $350M
  • Prepare quality loan proposal along with financial ratios and analysis for credit review
  • Negotiate documentation, closing requirements and appropriate deal structure with clients.
  • Built and strengthened relationships with new and existing accounts to drive revenue growth
  • Collaborated with internal teams to develop account strategy closing requirements

SENIOR COLLECTOR

JOHN DEERE FINANCIAL
12.2016 - 06.2018
  • Responsible for working with customers to collect and make payment arrangement for overdue accounts
  • Negotiate payment terms, restructuring of existing loans based on clients changing revenue stream as well as intangible environmental factors affecting their ability to honour payments
  • Acts as liaison between credit, sales and customer to improve customer's ability improve profitability and manage accounts
  • Review portfolio for past due accounts and determine payment options or prepare for repossession
  • Make outbound calls to negotiate payment terms and propose appropriate payments structures acceptable with customer and company performance target goals.
  • Trained new team members on scripts, company services and collection strategies
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanour

ACCOUNT EXECUTIVE

CCG EQUIPMENT FINANCE
04.2015 - 10.2015
  • Responsible for driving CCG Canada brand for US based company new to Canadian market with concentration on construction, forestry, agriculture, waste management and transportation verticals
  • Created and execute territory plan for direct opportunities targeting subprime credit profile
  • Review Used Equipment for re-marketing to clients and vendors to establish and maintain proactive relationships with direct clients, dealers and referral sources in outlined territory
  • Structured Complex financial solutions and credit submissions based on asset evaluation, industry expertise and detailed financial analysis.

Account Executive

CIT EQUIPMENT FINANCE
04.2014 - 04.2015
  • Mandated to engage vendor programs for dormant construction portfolio, delivering marketing campaigns to equipment dealers and developed new sales leads
  • Created and execute territory plan for inactive direct customer portfolio
  • Established and maintained proactive relationships with construction vendors in defined territory
  • Manage sales process from formal and information networking with industry contacts through to funding
  • Propose appropriate deal structure based on assets and analysis of financial statements with focus on customer needs company performance target goals
  • Compose detailed credit submissions based on industry expertise and comprehensive financial solutions with unique industry requirements for construction, forestry and agriculture.

CAPITAL PARTNER ACCOUNT MANAGER

CISCO SYSTEMS CAPITAL CANADA
06.2012 - 04.2014
  • Managed partner relationships nationally for Cisco's captive arm
  • Provided coaching of capital value proposition to partner headquarters and branches to increase company and partner revenues through existing programs while developing new sales leads and training programs
  • Defined necessary curriculum for Canadian vendors, distributors and Cisco proper to better drive financing solution through formal presentations and continuous engagement with Partner and Cisco executives to share results and successes of program
  • Key point of contact for both partners and parent company as it relates to providing financial solutions around all vendor sales; through relationship building, negotiation, business development, and pipeline management
  • Continuous engagement with customers and vendors through face to face or virtual means to drive increased performance and loyalty through both formal and informal presentations
  • Participated in team-building activities to enhance working relationships
  • Actively listened to customers' requests, confirming full understanding before addressing concerns
  • Used critical thinking to break down problems, evaluate solutions and make decisions

BROKER DESK MANAGER

TD EQUIPMENT FINANCE LTD
08.2011 - 06.2012
  • Responsible for identifying profitable broker relationships and leasing opportunities from Commercial Branches
  • Exceeded volume expectations consistently with monthly forecast 120%
  • Built nurturing relationships with referral sources with average referrals between $250M and $5MM
  • Presented complete credit package to commercial credit officers with emphasis on financial analysis, client history and asset evaluations.
  • Developed commercial branch marketing campaigns, presentations and participated in business networking and association events.
  • Worked closely with internal department to facilitate documentation, funding and compliance - KYC.

SENIOR ACCOUNT MANAGER

MCAP LEASING
10.2010 - 08.2011
  • Responsible for managing and growing national vendor relationships for small ticket portfolio primarily in office technology and equipment
  • Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions
  • Originated new business transactions by incorporating expertise and value propositions
  • Analyzed key competitors to respond to competitive threats
  • Obtained pricing deals, negotiated contracts and solidified beneficial agreements

ACCOUNT EXECUTIVE

KEY EQUIPMENT FINANCE CANADA LTD
09.1997 - 12.2008
  • Managed vendor and direct relationships, increasing company revenues through existing programs, developing new sales leads and program agreements
  • Fostered long term internal and external client relationships as trusted advisor and coordinating with all departments within company to ensure positive customer experience
  • Managed diverse variety of equipment leasing programs for vendors including TD , KeyBank, Cisco, Honeywell, and Broker relationships.
  • Agility in multitasking and managing expectations with projects ranging from $150M to $28MM.
  • Increased company revenues by consistently exceeding volume targets by 133% through referral sources and vendor financing opportunities
  • Developed and executed sales and marketing plans and presentations for external and internal referral sources
  • Researched prospective customer referrals across North America and Europe, while adhering to strict referral policies and maintaining quality equipment financing referrals through market and financial analysis and assessment of business plans of prospective clients
  • Networked with executives and various levels of mid-market, fortune 500 companies and government agencies through call initiatives and consultations to determine future equipment and financial requirements
  • Prepared complex customer proposals collaborating with internal departments and vendors to ensure accurate representation of terms beneficial for all stakeholders
  • Worked closely with internal department to facilitate documentation, funding, collection and compliance - KYC
  • Conducted research of competitive intelligence, market conditions specific to portfolio of current and future clients and vendors.

Education

Some College (No Degree) - Business Accounting

Mohawk College
Hamilton, ON

Certification

  • Business Development (10+ Year)
  • Relationship Management (10+ years)
  • Risk Management / Financial Analysis (10+ years)
  • Bilingual French / English (10+ years)
  • Partner training and development (10+ years)
  • Program development and Contract Negotiation (10+ years)
  • National marketing and referral development (10+ years)
  • Solution Selling (10+ years)

Timeline

Relationship Manager

Export Development Canada
09.2022 - 09.2023

Relationship Manager

Accord Financial Corp.
08.2019 - 07.2022

ACCOUNT EXECUTIVE

D&D
06.2018 - 08.2019

SENIOR COLLECTOR

JOHN DEERE FINANCIAL
12.2016 - 06.2018

ACCOUNT EXECUTIVE

CCG EQUIPMENT FINANCE
04.2015 - 10.2015

Account Executive

CIT EQUIPMENT FINANCE
04.2014 - 04.2015

CAPITAL PARTNER ACCOUNT MANAGER

CISCO SYSTEMS CAPITAL CANADA
06.2012 - 04.2014

BROKER DESK MANAGER

TD EQUIPMENT FINANCE LTD
08.2011 - 06.2012

SENIOR ACCOUNT MANAGER

MCAP LEASING
10.2010 - 08.2011

ACCOUNT EXECUTIVE

KEY EQUIPMENT FINANCE CANADA LTD
09.1997 - 12.2008

Some College (No Degree) - Business Accounting

Mohawk College
  • Business Development (10+ Year)
  • Relationship Management (10+ years)
  • Risk Management / Financial Analysis (10+ years)
  • Bilingual French / English (10+ years)
  • Partner training and development (10+ years)
  • Program development and Contract Negotiation (10+ years)
  • National marketing and referral development (10+ years)
  • Solution Selling (10+ years)

Similar Profiles

CREATE PROFILE
Natasha Tennant