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Mortgage Specialist Services Manager

Location:
Bedford, NS, B4A 1E3, Canada
Posted:
May 17, 2023

Contact this candidate

Resume:

Robert Boudreau

***-*** ******* **** ****

Bedford, NS B4B 2C3

Phone: 902-***-****

Email: adw6ui@r.postjobfree.com

Highlights of Qualifications

• Over 25 years of combined experience in sales (inside & outside), financial services, business to business sales, banking, mortgages

• Proven ability to build, maintain and leverage relationships with everyone from the boardroom to the sales floor

• Proven ability to establish and maintain excellent working relationships with banks & other suppliers with high level of credibility

• Creative problem solving abilities

• Results focused

• Excellent analytical skills with ability to assess and adapt to changing environment

• Excellent networking skills

• Self-motivated with excellent organizational and multitasking ability

• Proficient computer skills (Microsoft Office; Salesforce, etc.) Employment History

Financial Services Manager/Auto Sales

Bryden Financing & Auto Sales February 2021- July 2021

• Responsible for receiving and processing all retail automotive customers

• Offer and arrange financing of vehicle through financial institutions

• Provide complete explanation of manufacturer warranty and dealership service Policies and procedures

• Present thorough explanation of aftermarket products including Service Contracts, Life and Disability Insurance, GAP, Chemical Protection, Tire and Rim Warranties, etc.

• Ensure all finance contracts are properly executed to ensure timely funding from various financial institutions

Robert Boudreau Resume Page 2

Account Development Manager

MarketSource – FCA Canada – March 2016 to April 2019

• Outside consultant contracted to Fiat Chrysler Automotive Canada to increase product penetration in assigned territory dealerships

• Train existing and new F&I on FCA products and services

• Work along with Dealer Principles, General Managers, Sales Managers, Service and Parts managers to process train on FCA products

• Work along with FCA District Parts and Service Managers to ensure F&I are trained on all FCA products available for sale

• Consistently met or exceeded FCA targets

• Review weekly, monthly or quarterly reports with Dealer Principles or General Managers

• Conduct product training sessions with dealership staff when required

• Participate in monthly FCA conference calls and offer suggestions to FCA Canada to better improve products or services

• Be available to answer any questions or handle any concerns regarding product registrations for Admin or F&I personnel

• Work with Auto Groups and their FCA dealers within their groups Financial Services Manager Positions

Bryden Financing & Auto Sales Feb 2021 - July 2021 Full Throttle, Dartmouth, NS April 2019 - July 2020 Colonial Honda, Halifax, NS 05/2010 –02/2016

Kingston Auto, Lower Sackville, NS 05/2008 - 04/2010 Heritage Nissan, Dartmouth, NS 11/2004 – 07/2007

Steele Chrysler, Halifax, NS 03/2001 – 10/2004

Atlantic Acura, Halifax, NS 03/2000 – 03/2001

Portland Street Honda, Dartmouth, NS 06/1994 – 02/2000

• Responsible for receiving and processing all retail automotive customers

• Offer and arrange financing of vehicle through financial institutions

• Provide complete explanation of manufacturer warranty and dealership service Policies and procedures

• Present thorough explanation of aftermarket products including Service Contracts, Life and Disability Insurance, GAP, Chemical Protection, Tire and Rim Warranties, etc.

• Ensure all finance contracts are properly executed to ensure timely funding from various financial institutions

• Assisted in training new employees

Robert Boudreau Resume Page 2

Mortgage Specialist

Mortgage Intelligence, Bedford, NS 07/2007 – 10/2008

• Work with various lenders to find the best deal for a homebuyer.

• Originate loans to sell to lending institutions.

• Act as an intermediary between a lender and a borrower who needs a mortgage loan.

• Evaluate pay stubs, credit history, tax information and bank statements for financial status.

• Work to ensure compliance with banking and or finance laws in the jurisdiction of the consumer.

• Verify the income of the borrower as well as gather their credit information.

• Follow through with lender and client during approval process.

• Explain the legal aspects of the loan to the borrower as well as the payment terms and clauses to them.

• Define repayment terms to consumer and educate them on default consequences Education

Science – Dalhousie University – Halifax NS

Academic Diploma – St. Patrick’s High School – Halifax NS References available upon request



Contact this candidate