Experienced with providing strategic guidance and support to clients. Utilizes analytical skills and effective communication to drive solutions. Track record of fostering strong client relationships and delivering impactful advisory services.
Software Proficiency: Advanced knowledge of IPS, Appointment Plus, Syngrafii, Microsoft Teams, and Excel for streamlined administration and client management.
Regulatory and Compliance: In-depth understanding of provincial exemptions, asset verification, and securities for Alberta, Saskatchewan, British Columbia, Ontario, New Brunswick, Nova Scotia, Newfoundland, and Manitoba; ensure compliance with the Bankruptcy and Insolvency Act.
Client Consultation and Solution Design: Skilled in consulting with clients and businesses to identify optimal insolvency and debt management solutions, offering guidance across various debt restructuring options.
End-to-End File Preparation and Management: Extensive experience in preparing and managing files from initiation to resolution, ensuring high-quality output and compliance.
Quality and Compliance Assurance: Recognized for exceptional file quality and accuracy in preparation, ensuring adherence to best practices and OSB regulatory requirements.
Record-Breaking Achievements: Setting firm-wide records yearly since 2019, generating the largest profit and revenue in the firm. 2024 YTD, 1.7M in revenue, $340,000 in trustee fees
Effective Team Leadership: Successfully lead and motivate teams to achieve company goals by fostering a collaborative and performance-driven environment.
Mentorship and Development: Mentor and coach team members, providing guidance and support to ensure their professional growth and development.
Expertise in corporate restructuring: skilled in implementing comprehensive restructuring strategies to optimize cash flow, improve liquidity, and enhance financial stability. Proficient in financial modeling, forecasting, valuation methods, and cash flow management. Deep understanding of bankruptcy and insolvency law, corporate governance, creditor rights, and regulatory compliance.
Understanding of Creditor Rights and Legal Protections: In-depth knowledge of the legal rights and protections available to individuals and businesses in financial distress. Skilled in ensuring compliance with regulations while advocating for the best possible outcomes for clients and businesses in dealings with creditors.
Liaison with Lenders and Financial Institutions: Build and maintain strong relationships with lenders and financial institutions to facilitate financing processes.
Financial Consultation and Education: Provide clear explanations and guidance to customers regarding available financial options, helping them make informed decisions.
Documentation and Final Delivery: Prepare and ensure the accuracy of all necessary documentation for the successful and timely delivery of vehicles.
Customer Relationship Management: Responsible for maintaining dealership databases, including owner follow-up, tracking unsold leads, and confirming vehicle delivery dates and times. Ensure accurate customer information is recorded in retention software for both sold and unsold clients.
Compliance with CASL: Ensure all customer communications comply with the Canadian Anti-Spam Legislation (CASL) regulations.
Sales Training and Mentorship: Train and mentor new sales associates, contributing to dealership success and fostering a high-performance sales team.
Negotiation and Closing Expertise: Demonstrated ability to negotiate, build value, and effectively close sales, consistently meeting or exceeding targets.
Objection Handling: Skilled in addressing and overcoming customer objections to secure sales and enhance customer satisfaction.
Exceptional Problem-Solving Skills: Adept at identifying challenges and implementing effective corrective actions to resolve issues efficiently
Highly Organized and Detail-Oriented: Strong organizational skills, with a keen eye for detail, effective record-keeping, and the ability to multitask in fast-paced environments
Leadership and Decision-Making: Proven leadership skills, with the ability to prioritize tasks, delegate responsibilities, and make informed decisions quickly while maintaining a focus on organizational goals and profitability
Results-oriented: Demonstrated success in delivering outstanding customer experiences while consistently meeting or exceeding performance targets and goals