Professional Profile

Career Objective

To take my career in a new direction and gain experience to enable me to develop as a manager.

Personal Profile

After immigrating to Canada and graduating from Trent University with an honors degree in Business Administration I spent three years gaining additional experience in a variety of business settings and industries. Over the past 3 months I have had opportunity to fill the role of interim Branch manager at HSBC finance Peteborough.

Skills Summary

• 8 years Customer service experience

• Excellent knowledge of MS office: Excel, Word, Powerpoint

• 5 years of progressive sales experience.

• Sales Trending and action plan development.

• Completed 2 international work assignments as of 2011

• Detailed financial experience in banking and consumer finance.

• Comprehensive Accounting background

• 8 years’ experience with business presentations on wide variety of projects.

• Database experience using Microsoft Access

• HSBC Sales Leader Peterborough Branch spring 2011

Professional Experience

HSBC Global Group (HSBC Finance Canada)

Senior Account Executive (interim Branch Sales Manager)

As of April 15th 2011 HSBC finance in Peterborough underwent a reallocation of resources. This reorganization created an opportunity for me to step up into a more senior role. As the senior account executive in the Peterborough Branch I am now working in the acting branch manager capacity. My current responsibilities include mentoring and training our new hires, conducting morning sales meetings, completing branch audit requirements on all mortgages and unsecured products and delivering excellent customer service. As of last month I had achieved a total sales figure of $220,000 new secured business, 100% secured insurance, 34 unsecured loans(lines of credit etc).

Account Executive

• Meet and exceed Sales monthly sales targets of $95,000 new money, 10 unsecured loans, 1 mortgage and 67% value added sales(insurance)

• Financial planning from a credit and lending perspective

• Expert understanding of un/secured lending environments

• Detailed understanding of credit reporting and underwriting

• Proven track record of comprehensive cross selling.

• Branch “champion” in insurance and value-added sales

• Branch “champion” Delinquency trend analysis. Enact daily plans to reduce customer delinquency through daily contacts and loss mitigation.

• Sales Trend analysis

• Monitor existing branch processes and provide monthly feedback on areas of strength, weakness and opportunity.

London Life

Financial Security Advisor

• Reviewed client information and providing detailed wealth growth models

• Significant mutual and segregated funds

• Compile detailed risk exposure reports and provide comprehensive risk management models.

• Focus on financial liabilities, insurance protections and market environments

• Initially hired as Marketing Intern

• Mutual fund and insurance licensing. Designed Web profiles for advisors and used adobe lightroom to edit advisor sales photos.

BUNAC exchange participant (www.bunac.org.uk/uk/workcanada)

The British Universities North America Club selected me to be one of a limited number of British students for their work abroad program. I was selected to come to Canada and fill a variety of part-time roles and gain work/life experience in another country. This program was a huge personal success story and helped me transition from university life into a full-time business professional. The experience of living and working internationally has helped me build character and is a continuous source of strength for me.

Trent University Business Department Summer Intern

• Created educational film material for 3rd and 4th year Business Conduct course.

• Designed and implemented surveys to create a student enrollment and feedback model.

• Prepared analytical reviews of courses from previous and presented improvement proposals to department professors.

Education

TRENT UNIVERSITY – Peterborough, Ontario

Honors Degree – Bachelor of Business Administration, 2008

Ontario (IFIC) Mutual funds License – Toronto, Ontario

2010

FSCO license (Secured Lending and Mortgages) - Oshawa 2010

Areas of Personal Interest

• U14-U15 Soccer Coach for Peterborough City Soccer Club 2009-2011

• Captain Intermural Men’s team, Ottonobee College 2005-2008

• Actively working on personal web design and photography portfolio

• Participate in annual Bass fishing events.

• Mountain Bike trails enthusiast.

• Currently taking French Language Classes with the goal of attaining fluency

References available on request

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