Sandra Dee Barry
Prince Rupert,British Columbia
Summary
Seasoned mortgage broker and financial services manager with a background in managing diverse financial portfolios, spearheading investment strategies, and overseeing comprehensive financial planning. Strengths lie in strong relationship building, portfolio management, and client education services. Previous roles have led to significant improvements in operational efficiency and client satisfaction. Demonstrated skill set includes sharp business acumen, strong leadership abilities and exceptional communication skills.
Overview
35
35
years of professional experience
Work History
Financial Services Manager
Rainbow Chrysler Dodge Jeep Ltd.
Prince Rupert, Canada
06.2022 - 07.2023
- Assisted customers with the financing on new and used car purchases, loans and leases.
- Assessed customers needs thru conversation and providing products available to protect them and the new vehicle they purchased.
- Built relationships with existing customers on an ongoing basis.
- Built strong relationships with salesmen and provided ongoing support and product knowledge, financing programs to introduce customers to to make their vehicle purchase enjoyable and memorable for the customer.
- Balanced all reports on a monthly basis, relating to the Business Office.
- Strong product knowledge.
- Exceptionally organized.
- Efficient turnaround time in processing and closing deals.
Mortgage Associate
True North Mortgage / TMG - The Mortgage Group / Verico Crown Mortgages
Regina , SK
03.2013 - 06.2022
- Experienced in developing and maintaining client/customer relationships by effectively communicating with them on a regular basis so they are included in the whole financial process.
- Educate the fully on the whole mortgage process.
- Strong organization skills in handling multiple files at one time and diarizing files accordingly in the degree of importance and priority.
- Outstanding negotiating skills in closing deals and problem-solving skills.
- Providing clients knowledge on other bank products to accompany their new mortgage loan to enhance their financial position now and in the future.
- Generate sales by building a strong network through personal referrals and aggressive market plan, and maintain repeat business.
Business Development Manager
Taylor Automotive Group
01.2002 - 03.2013
- Company Overview: Volkswagen, Audi, and Mercedes-Benz Dealerships.
- Assisted customers with the financing of new and used car purchases, loans, and leases.
- Assessed customers' needs through conversation and provided products available to protect them and the new vehicle they purchased.
- Built relationships with existing customers on an ongoing basis.
- Built strong relationships with salesmen, and provided ongoing support and product knowledge, financing programs to introduce customers to make their vehicle purchase enjoyable and memorable for the customer.
- Balanced all reports on a monthly basis, relating to the Business Office.
- Strong product knowledge.
- Exceptionally organized.
- Efficient turnaround time in processing and closing deals.
Teller, Senior Teller, Personal Banking Officer
Scotia Bank / Teachers Credit Union
01.1989 - 01.2002
Education
Business Development Degree -
University Of Regina
Regina, SKSkills
- Loan processing
- Financial analysis
- Customer education
- Risk assessment
- Client relationship management
- Sales strategy development
- Portfolio management
- Financial modeling
- Customer service
- Effective communication
Timeline
Financial Services Manager
Rainbow Chrysler Dodge Jeep Ltd.
06.2022 - 07.2023
Mortgage Associate
True North Mortgage / TMG - The Mortgage Group / Verico Crown Mortgages
03.2013 - 06.2022
Business Development Manager
Taylor Automotive Group
01.2002 - 03.2013
Teller, Senior Teller, Personal Banking Officer
Scotia Bank / Teachers Credit Union
01.1989 - 01.2002
Business Development Degree -
University Of Regina
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