Caitlin Taylor Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Lead TD's RESL mystery shop program to understand all aspects of TD's RESL value proposition relative to the broader market. This includes pricing, cash offers, credit policy, segment considerations, and speed of.
• Socialize and share insights with various sales channels including District Leadership, Regional, and National touchpoints.
• Integrate competitive insights and rate management tactics into LMS and other training content.
• Manage channel relationships and act as an escalation point for rate exception requests.
• Develop executive management reporting, including Monthly & Quarterly Business reports.
• Manage the performance and coaching of the Pricing Insights team (8 direct reports), who monitor the day to day functions on mystery shopping and rate exception requests.

Toronto, Ontario, Canada

• Lead development of Practice Management training content associated with Confidence Journey training programs, along with supplementary colleague learning content including micro-learn videos, pop proficiency quizzes.
• Development of responsive learning and validation strategies to support emerging needs and build skill capability
• Partner with CLCC and Learning & Practice facilitation teams, product/Customer journey SMEs and external vendors (if applicable) for development of content and learning assets
• Lead SME engagement through end-to-end development of the training assets and engage key stakeholders via a project management lead approach
• Act as SME for Train the Trainer Sessions to support CLCC Learning & Practice Specialists and Confidence Coaches
• Support achievement of key milestones and delivery timelines in partnership with Learning and Development partners, project managers and external vendors

Aurora, Ontario, Canada

• Ownership/oversight of complex daily branch administrative duties, especially as it relates to mutual funds, RESL, and other complex/specific compliance-related issues; maintained 100% RESL compliance from 2019-2021.
• Lead a high performing team; coach and develop colleagues to proactively identify customer product and services needs and to deliver on the business sales, advice strategies and refer partners where necessary to support
• Coach to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participate in the negotiation and resolution where necessary
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high-risk transactions / activities as necessary

Hamilton, Ontario, Canada

Mississauga, ON

• Effectively assessed credit risk and current & potential client viability by collecting the data necessary to evaluate the creditworthiness of the client from credit rating agencies such as Equifax and Trans Union.
• Identified potential lending liabilities by spreading accountant prepared and interim financial statements to establish adjusted leverage, debt serviceability and operating ratios, which are measured against Daimler.
• Organized fleet credit applications by supporting the Senior Credit Analyst in preparing written credit-approvals and denials to allow for accurate credit adjudication resulting in minimized risk of bad debts and/or.
• Demonstrated commitment to leadership and innovation as an Ambassador of the ‘myidea.’ Team, which involved effectively organizing events such as the ‘DFS #1 Challenge’ to encourage employees to contribute innovative.

Prescott, ON

• Effectively re-organized organizational files and developed daily/weekly cash reports that increased cost/month-end data accuracy and account management efficiencies.
• Skilfully balanced cash and performed cost analyses, estimates, projections and comparisons to access the financial viability of the company.
• Diligently managed AP activities, ensuring rapid payment of invoices and attention to detail resulting in exceptionally low levels of AP discrepancies.
• Successfully planned/coordinated various administrative projects resulting in reductions in overhead.
• Assisted in the organization of important company documents to prepare for the selling of the business in August of 2014.

Prescott, ON

• Utilized interpersonal relationship and customer rapport skills while processing payments in an extremely busy inbound sales environment or referring unresolved issues to management; interaction excellence contributed.
• Ensured knowledge ability in all company sales promotions, payment policies and other relevant information to support customers in making informed buying decisions.
• Performed inventory control for all stocking and cleaning equipment/supplies to support achievement of highest company standards.

Business/Commerce, General, Level Iii

Activities and Societies: Co-Chair of the DeGroote Commerce Society Yearbook; Member of DeGroote Women in Business (DWIB) & DeGroote.

High School

Activities and Societies: Student Council (Internal Affairs)