Mortgage Specialist Services Manager
Resume:
Robert Boudreau
Bedford, NS B4B 2C3
Phone: 902-***-****
Email: *******@*****.***
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