Shannon Herd
Vancouver,BC
Summary
A highly motivated and detail-oriented professional with a background in real estate, financial services, and business development. Experienced in commercial lending, client relationship management, and structured financing solutions, with an ability to assess creditworthiness, analyze financial statements, and can develop customized financing packages. As a licensed Realtor, well-versed in market analysis, property valuation, and commercial leasing, including drafting and negotiating lease agreements. Committed to ongoing professional development through REBGV coursework and ensuring full compliance with BCFSA regulatory requirements. With over 17 years in automotive finance, skilled in structuring loans, assessing risk, and guiding clients through complex financial decisions. A strong communicator and strategic thinker, adept at fostering long-term client relationships, collaborating with industry professionals, and driving business growth. Passionate about leveraging financial and real estate expertise to support mid-market businesses in achieving their goals.
Overview
13
13
years of professional experience
Work History
Licensed Realtor
Team 3000 Realty Ltd
Vancouver, British Columbia
09.2022 - Current
- Assisted clients in buying and selling homes in Metro Vancouver, providing expert market analysis, strategic pricing, and personalized guidance by assessing their needs, requirements and budgets.
- Conducted comparative market analyses (CMAs) to determine property values and competitive listing prices.
- Marketed properties through Multiple Listing Services online, social media, open houses, and networking.
- Built and maintained strong client relationships through prospecting, canvassing, and consistent follow-ups.
- Negotiated terms for clients during contract discussions, ensuring their best interests were represented.
- Stayed informed about local real estate trends, zoning regulations, and market conditions to provide up-to-date advice.
- Coordinated appointments with buyers, sellers and other realtors to show buyers and tenants prospective homes.
- Facilitated smooth transactions by coordinating with Lawyers or Notaries, inspectors, and appraisers.
- Used CREA Webfoms, and DocuSign to create and prepare documents such as MLS contracts, purchase agreements and BCFSA required forms.
Jr. Business Development Consultant
Pedre Contractors Ltd
Langley, British Columbia
09.2022 - Current
- Identified new project opportunities and expanded company reach within the civil construction industry.
- Connected with Vice Presidents, Senior Project Managers, and Chief Estimators of major developments to gather information on current and future projects.
- Focused on securing bidding opportunities and setting up meetings through strategic outreach and relationship building.
- Contributed to expanding Pedre Contractors' project pipeline and strengthening its presence in British Columbia's civil construction market.
Automotive Finance Manager
Eagle Ridge Chevrolet Buick GMC Ltd
Coquitlam, British Columbia
07.2012 - 09.2022
- Extensive experience in assisting customers with securing vehicle financing and insurance products, ensuring a seamless and positive purchasing experience.
- Strong knowledge of personal and commercial credit bureaus, including Equifax and TransUnion, with the ability to evaluate credit profiles, analyze financial statements, and present tailored financing solutions that meet lender requirements.
- Expertise in loan structuring, upselling protection packages, and negotiating suitable terms to maximize profitability while adhering to regulatory compliance guidelines.
- Skilled in building strong client relationships through clear communication, trust, and exceptional customer service, ensuring a smooth and transparent financing process.
- Highly effective in training and mentoring sales teams on best practices for financial product offerings, contributing to increased dealership revenue and customer satisfaction.
- Strong problem-solving abilities in complex financing scenarios, collaborating effectively with lenders to close deals efficiently.
- Dedicated, results-driven, and committed to excellence in fast-paced environments where attention to detail and strategic financial planning are critical for success.
Education
Accredited Pre-Licensing Course - Real Estate Trading Services
UBC Sauder School of Business
Vancouver, BC05-2022
Skills
- Financial Analysis & Credit Structuring: Ability to assess creditworthiness and analyze financial statements
- Understanding of corporate balance sheets and financial ratios
- Commercial Real Estate and Market Analysis Knowledge: Understanding of commercial real estate markets and property valuation
- Proficient in market research and property valuation
- Experience with real estate lending and financing solutions
- Client Relationship Management: Strong interpersonal and relationship-building skills
- Ability to work closely with mid-market business clients to understand their financial needs
- Consultative sales approach to provide tailored banking solutions
- Analytical & Problem-Solving Skills: Ability to think critically and develop financial solutions for clients
- Strong judgment in assessing risks and opportunities in the market
- Negotiation skills to structure deals and financing terms
- Technology Proficiency: Strong understanding of dealership management software (ADP, CRM, QUARM) and MS Office Suite
- Teamwork & Independent Work: Excellent written and verbal communication skills
- Ability to collaborate with internal teams and external stakeholders
- Confidence in presenting financial recommendations to clients
- Continuing Education & Training: Willingness to complete On-site Training and classroom courses in real estate lending
- BCFSA compliance & continuing education
- REBGV coursework & industry knowledge
Languages
English
Native or Bilingual
Timeline
Licensed Realtor
Team 3000 Realty Ltd
09.2022 - Current
Jr. Business Development Consultant
Pedre Contractors Ltd
09.2022 - Current
Automotive Finance Manager
Eagle Ridge Chevrolet Buick GMC Ltd
07.2012 - 09.2022
Accredited Pre-Licensing Course - Real Estate Trading Services
UBC Sauder School of Business
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