Experience

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  Iron Capital Group

  • Australia
  • Financial Services
  • 1 - 100 Employee

  • Manager, Operations Administration (North America)

    • Nov 2023 - Present

    I excel in aligning our sales strategies and operations with corporate objectives.Key highlights of my role include:- Oversee and lead marketing in North America by designing digital flyers and strategic email marketing campaigns. - Orchestrating sales activities across the North American region to ensure they resonate with company goals and objectives.- Offering comprehensive support to both internal sales teams and external partners by efficiently managing tasks such as credit submissions, sales tracking, and resolving customer inquiries.- Regularly generating insightful reports on sales performance to guide decision-making processes and identify areas for improvement.- Acting as a pivotal link between the regional sales force and cross-functional departments like marketing, funding, and customer service, fostering seamless communication and collaboration to bolster sales initiatives.- Providing targeted training sessions for the sales team and partners, equipping them with the latest industry trends and best practices to enhance their skills and knowledge.- Vigilantly ensuring adherence to company policies, procedures, and regulatory requirements governing sales operations within the North American region.

  • North America Accounts Manager

    • Jun 2022 - Present

    Highlights- Coordinate with internal and external sales directors across North America to execute contracts. - Oversee compliance in funding and all aspects of the sale/transaction process.- Optimized workflow process resulting in higher lead acquisition and close rate. - Facilitating weekly sales meetings with external associates to educate and promote our RPO products. - Design and create marketing materials using Figma. - Prepare and publish weekly analytics including sales activities, prospects, lead close rates, and pipeline moves in salesforce.

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  Meridian OneCap Credit Corp.

  • Vancouver, British Columbia, Canada

  • Sales & Funding Auditor

    • Nov 2020 - Jun 2022
    • Vancouver, British Columbia, Canada

    MOCC provides over ten different types of finance and loan programs for their members. The Audit team is required to have a vast understanding of all company policies and procedures. As well as a complete understanding of all provincial Personal Property Security Act and lending laws. 𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨: - Reviewed and entered over $15 million in loans by authenticating all legal documents and performing data analysis.- Participated in three record-breaking months. As of March 2022, our highest funding record was $87 Million. - Program Champion for Foreign Exchange Dealings, Sale Lease Backs and Private Sales. - Developed in-depth notes and funding tracking reports to increase our team's service level and funding turnaround time.

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  Transcan Leasing Corporation

  • Vancouver, British Columbia, Canada

  • Lease Retention Manager

    • Apr 2020 - Oct 2020
    • Vancouver, British Columbia, Canada

    As the manager of Lease Retention, my sales were a success by using my interpersonal skills, rapid rapport building and intuitive nature to sustain the best financial decision for our members and drive TCL's revenue. 𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨:- Successfully achieved the target of 30 sales/conversions per month. This includes the completion of Kilometers Audits/Increases, Lease Extensions and Lease Buyouts. - After a complete review of our client's up-to-date financial situation, budget and credit history. I had full authority to approve them for a new lease. - Started as a Customer Service Rep and worked my way up the cooperate ladder by showing my dedication to the company's gross and overall customer experience.

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  Transcan Leasing Corporation

  • Inventory Manger

    • Nov 2019 - Apr 2020

    Oversight of all TCL's vehicle inventory in both BC and AB locations. My innovative and project management skills were proven to be the best technique in the management of our transportation of repossessions and new vehicle sales. 𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨- Promoted to this role due to my substantial track record of data analytics and organizational skills that was shown in my previous role as funding manager. - Innovated a faster, more efficient communication style for sales to track ready-to-sell inventory. As well as see a live status of their pending deals. - Pushed through approximately 80 vehicles per month, including repossessions, lease terminations and/or trade in’s.- Daily briefings with the CEO on our stock flow, and damaged inventory, including coordination and responsibility for 3rd party service work.- Proactively identify and researched inventory challenges to achieve efficiency and maximize margin and/or cost recovery.

  • Funding Manager

    • Apr 2019 - Nov 2019

    The Funding Manager at TCL was responsible for the preparation of all lease agreements and the finalization of funding packages. Correspondence and coordination with all dealer partners to ensure on-time closing of their sales. Accountable for the delivery of funds and data entry of our member's contracts. 𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨- My ability to adapt and learn a new position was attested here as I began this position with no previous experience or training. - Pushed through over 50 incoming deals that were submitted for funding. Producing accurate contracts and funding with little to no errors or follow ups. - Boosted the paying of corresponding dealer partner by actively responding to internal or external invoice status/payment inquiries.

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  Canada Drives

  • Canada
  • Retail Motor Vehicles
  • 200 - 300 Employee

  • Auto Finance Manager

    • Sep 2018 - Apr 2019

    Promoted from Customer Service due to my proven track record of rapid report building, the pushing of sales and my ability to motivate team members. Efficiently gathered and verified all required client information for applications in a fast-paced, aggressive financing/sales environment.𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨- Achieved an all-time record of 28 customers approved for financing and sold grossing $120k in profit- Consistently remained top 5 performers in sales for the duration of my time- Acquired objection handling skills and rapport building skills to gain customer’s trust to send sensitive documents over the phone

  • Customer Service Representative

    • Sep 2017 - Sep 2018

    Responsible for cold calling potential clients and promoting their pre-approval with us. Pushing through all interested clients to our dealer partners. 𝙃𝙞𝙜𝙝𝙡𝙞𝙜𝙝𝙩𝙨:- Over-exceed monthly targets in pushing over 150 clients to our dealer partners. - Top performer during the whole duration of my position as a Client Service Rep. - Worked closely with manager to review team's insights and discuss how we can improve our team's sales.

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  Turtle Bay Marina Inc

  • Kelowna

  • Marina Operations Supervisor

    • Apr 2013 - Aug 2016
    • Kelowna