Sales Management

Carlo Di Franco

**** ******** ***** ***********, ******* L5V1E9

Phone: 613-***-****

Email:*************@*******.***

Experienced and persuasive sales professional with over 30 years of professional development dedicated to Insurance, finance, compliance and the sales industry. Gained specialized knowledge of residential and commercial lending as a Mortgage Broker with Verico-Home Financing Centre Franchise as well as Mortgage Intelligence and PLG Professional Leasing Group. Talented a supporting sales teams/employees and able to direct complex projects from conception to reality. Demonstrates top performer expertise by fostering current business relationships as well as developing new opportunities across multiple verticals. Seeking to utilize experience and industry knowledge with a respected organization that rewards hard work and proven record of success. Bilingual in English and French.

CORE COMPETENCIES

Project and Program Management t Team Leadership and Mentoring t Solutions Advice t Cost Reduction

tResource Management t Strategic Communication t Staff Recruitment and Training

Detail-Oriented t Opportunity Identification tOffice Management tBookkeeping t Analytical Thinking t Problem solving t Self Motivated t Excellent Work Ethic t Credibility t Risk Management

t Languages: English and French

EXCEPTIONAL ACHIEVEMENTS

tOver 30 years in Sales, Insurance, Finance and Marketing.

tSuccessfully co-owned Pentagon Insurance Brokerage with over 30 employees.

tImplemented a program which increased sales from $5.6 million to $18 million in 48 months.

tOrganized Charity Golf Tournaments that earned over $25000 for The Snowsuit Fund in Ottawa.

tGoal oriented individual with strong leadership capabilities.

tExtensive underwriting and Credit granting knowledge and understanding.

tExtensive knowledge of Ontario Mortgage and Insurance market.

tOrganized and highly motivated detail oriented problem solver.

tLarge network client base built over 30 years of industry experience.

PROFESSIONAL EXPERIENCE

Mortgage Edge

Mortgage Broker

Ottawa, Ontario 2015/present

Oversee daily operational activities including compliance, underwriting, process credit application, business development, general administration, office management, bookkeeping, sales, and marketing efforts. Review and Analyze credit and risk. Support human resource duties by managing hiring, directly training and coaching, and completing employee performance reviews. Implementing business plans, values, and budgets, in addition to underwrite and completing compliance reviews for all files. Conduct compliance and quality controls reviews. Build relationship with lenders and partners and negotiating with regulators (FSCO).

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VERICO-HOME FINANCING CENTRE 2013 to 2015

Director of Sales/Broker/Compliance

Ontario

Commercial and Residential

Oversee daily operational activities including compliance, underwriting, process credit application, business development, general administration, office management, bookkeeping, sales, and marketing efforts. Review and Analyze credit and risk. Support human resource duties by managing hiring, directly training and coaching, and completing employee performance reviews. Implementing business plans, values, and budgets, in addition to underwrite and completing compliance reviews for all files. Conduct compliance and quality controls reviews. Build relationship with lenders and partners and negotiating with regulators (FSCO).

MORTGAGE INTELLIGENCE 2006 – 2012

Mortgage Agent

Ottawa, Ontario

Build relationship and liaison with lenders and partners. Assist clients in Mortgage planning, direct training and coaching. Supports promotion efforts by coordinating community and charity events. Builds Team Vision by collaborating on the Senior Management Team to promote structure framework. Provides general administration and technical support. Promotes sales by building tactful relationships with Lenders and negotiating with regulators. (FSCO).

Cap Concrete Structure 2008 - 2011

Office and Operations Manager

Low Rise Construction Projects

Oversaw daily operational activities including general administration, sales, bookkeeping, office management and marketing efforts. Support human resource duties by managing hiring, directly training. Completing employee performance reviews. Served as (commercial and residential) specialist by implementing business plans, values, and budgets, in addition to completing compliance reviews for all files. Project from $0 to $5,000,000 in size. Union, WSIB Regulatory issues.

MORTGAGE INTELLIGENCE 2006 – 2008

Mortgage Agent

Ottawa, Ontario

Build relationship and liaison with lenders and partners. Assist clients in Mortgage planning, direct training and coaching. Supports promotion efforts by coordinating community and charity events. Builds Team Vision by collaborating on the Senior Management Team to promote structure framework. Provides general administration and technical support. Promotes sales by building tactful relationships with Lenders and negotiating with regulators. (FSCO).

Pentagon Insurance Brokers 2000 – 2006

Mortgage Agent

Ottawa, Ontario

Oversee daily operations of Sales staff, Marketing, compliance and Company policy and procedures.

Direct and train, coach and hire new staff as well as preform performance reviews.

Business Development and implementation of business plan for office and brokers.

Administration of personal portfolio of over $1,000,000.

CREDENTIALS

Ontario Mortgage Broker License – Seneca College, 2014

Continued Education with courses in Commercial/Residential Lending, Sales & Management

Ontario Mortgage Agent course – Seneca College 2006

LLQP Life License Oliver’s 2013.note was late in renewing FSCO is asking me to rewrite.

RIBO Registered Insurance Broker 1986 No longer in force

Marketing and Management Associate degree Algonquin College Ottawa 1982

REFERENCES

To Follow

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