Experience

Landcor Data Corporation

• Canada
• Real Estate
• 1 - 100 Employee

• Chief Executive Officer

  • Nov 2016 - Present

  Working alongside a small group of IT & Business professionals to deliver a consistent high degree of user satisfaction. Along the way continuing to support and challenge the team to experiment with new ideas, learn from failure and be bold.Leading a Fintech group often requires many hats to be worn - a typical day could start with a meeting to discuss a strategic plan around a future product to be developed, then to be a part of an off site client meeting to discuss satisfaction around current service levels/ product use and finally wrapping up the day with an employee recruitment/ assessment discussion. The variety of activities requires constant communication and organization - most importantly, a team that supports each other.Our focus at Landcor is simple - deliver the best client experience that we can. This is across all business lines - accounting, web development, support desk etc - because each member of the team has the opportunity to create a positive experience for you, our current or future client.

• Vice President

  • Mar 2014 - Nov 2016

  As a member of a dynamic team, I am responsible for two strategic components of our business:(a) The successful delivery of customized client solutions covering a broad range of industries, from Financial Institutions, National Utilities, First Nations, and Mortgage Insurers - to name a few. Working with executive/ senior management teams in organizations to define their program objectives, and understand their requirements - I'll lead a team to engage with internal expertise and ultimately deliver the appropriate solution.A few of the solutions we've developed include:* Property Notification Alerts* Real Estate Market Share* Mortgage Portfolio Stress Testing(b) Deepening our relationships with existing long term clients through ongoing communication, ensuring that they remain aware of our ever evolving suite of products and solutions.

• Sales Manager

  • May 2012 - Mar 2014

  My objective is two fold~(a) help bring our clients to a position that enables them to make strategic business decisions with a higher degree of confidence (b) develop a strong internal knowledge network whereby as a team we are able to deliver outstanding solutions.How can I help?e: jeff@landcor.comp: 604 694 7619



Prospera Credit Union

• Canada
• Financial Services
• 400 - 500 Employee

• Assistant Branch Manager

  • Aug 2009 - Feb 2012

  Banking manager with success in achieving and exceeding sales and customer service goals. My retail banking, coupled with financial marketing experience has provided me with the essential tools to make a team successful. I enjoy working hand in hand with staff as well as the members in my branch. My goal is to understand what my employee's goals and motivations are and how to best utilize their skills in achieving the necessary team goal. My motto is if they succeed, then I succeed.

• Product Marketing Manager

  • Feb 2008 - Jul 2009

  Responsible for the development and introduction of a few of Prospera's top financial products: (a) myStyle Mortgage (b) YAC - young adult chequing and (c) TFSA product suite. In doing so, involved cross departmental communication with colleagues from area's such as IT, Branch Operations, Finance etc to ensure that the needs and expectations of all stakeholders were met. Product development also involved periodic post product launch reviews with end users (ie branch front line staff) to ensure that adoption barriers were identified and removed.



Envision Financial

• Australia
• Financial Services
• 1 - 100 Employee

• Assistant Branch Manager

  • 2006 - 2008

  Supported Branch Manager with preparation and delivery of weekly branch & sales meetings. Worked with front line and lending staff to set annual performance measurements, following up monthly to compare current results, leading to a personalized action plan to address any variances. Actively anticipated in many community and corporate events, holding the distinguished honour to co host the 2006 ‘Staff Awards Night of Excellence.’ Established an Abbotsford area ‘toastmasters club’ for Envision staff, across all divisions.Participated as a 'key coach' with the inaugural launch of the 'fast forward' people development program.

• Product Marketing Analyst

  • 2004 - 2006

  Performed regular product reviews of features and benefits to ensure continued relevancy in the marketplace. Provided ongoing marketplace competitive intelligence to senior management, along with recommendations for pricing, promotions and placement. Contributed product and pricing recommendations in development for annual sales campaigns. Revamped process by which sales campaigns and product launches were introduced to the organization. Led a team that won the 2006 BC Central Credit Union award for Innovation excellence with the development of 'Voom Credit Union.' Won the 2007 Envision Financial award for Innovation excellence. Earned quarterly 'member service excellence' awards.

• Financial Services Manager

  • 2000 - 2004

  Offered appropriate product recommendations to meet lending and deposit needs. Referred members to specialized sales staff as opportunities arose. Remained current with related credit policy and procedures as it applied to CMHC, Genworth and CUMIS, as well as with regulatory compliance requirements as a licensed mutual fund representative. Opened retail and small business demand accounts. Acted in capacity of one of the in branch trainers for new sales staff. Consistently exceeded annual sales objectives. Received organizational accolades for providing top 'member value/service.’ Participated in CEO roundtable forum.



BMO

• Austria
• Human Resources Services
• 1 - 100 Employee

• FSM

  • 1996 - 2000

  Worked with retail customers, listening to their financial goals and providing appropriate product and service recommendations. Exceeded annual revenue objectives through expert advice on personal loans, mortgages, mutual funds, term deposits and creditor insurance products. Worked with retail customers, listening to their financial goals and providing appropriate product and service recommendations. Exceeded annual revenue objectives through expert advice on personal loans, mortgages, mutual funds, term deposits and creditor insurance products.