Dwayne Taylor Email & Phone Number

Canada

Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Greater Toronto Area, Canada

• Lead and manage the credit department for automotive finance, overseeing a team of credit analyst responsible for evaluating and creditworthiness and approving loan applications. • Review and analyze credit applications for auto loans, assessing borrowers’ credit history, income stability, debt-to-income ratio, and collateral valuation to determine loan eligibility and appropriate terms. • Collaborate with internal stakeholders, including product and pricing team, collections, and risk management to streamline processes, improve efficiency and enhance the overall customer experience. • Conduct regular portfolio reviews, identifying potential risks and opportunities and implementing proactive strategies to optimize credit performance. • Successfully achieved 130% productivity by establishing and nurturing a high-performing team from the ground up. • Collaborate with senior leadership and risk team to analyze pricing data, sales trends and customer insights to optimize pricing decisions, identifying pricing opportunities and mitigate risks.

Toronto, Ontario, Canada

• Monitor and analyze branch performance metrics such as sales targets, customer satisfaction and portfolio growth identifying areas of improvement and implementing strategies to drive results.• Coach and mentored over 200+ financial advisors, conducting regular performance evaluations, providing constructive feedback, and implementing training and development programs to enhance their skills and knowledge in investment, day-day banking and borrowing products and services. • Foster a customer-centric approach within branch teams, promoting a consultative sales approach, actively engaging with customers, and providing tailored investment and day to day banking solutions including borrowing to meet their needs.• Act as a subject matter expert assisting advisors with complex investment and borrowing inquiries, providing recommendations, and resolving escalated issues. • Increased regional sales by 40% resulting from continuous coaching and partnership.

Mississauga, Ontario, Canada

• Serve as a trusted advisor and primary point of contact for a portfolio of key clients acquired through the indirect mortgage channel. • Exceeded goal by 20% for converting single serviced mortgage clients into primary customers by conducting comprehensive assessment of their financial needs and provided tailored solutions to address their unique requirements. • Collaborated with cross-functional teams, including sales and product development to ensure alignment of marketing efforts with business objectives. • Actively participated in client meetings, mortgage broker workshops and conferences to enhance client relationships, gather feedback and identify upsell or cross-sell opportunities. • Provide ongoing support and communication to clients throughout the mortgage process, addressing any concerns, answering questions, and providing regular updates on the status of their mortgage applications.

Mississauga, Ontario, Canada

Provided a full range of customized financial solutions using a financial planning approach focused on building and maintaining long term relationships primarily with a portfolio of assigned customers by:-Creating comprehensive financial plans involving a more complex portfolio of financial services leveraging relevant financial planning tools, modules and advice based kits.-Anticipating life events to effectively deliver relevant advice and solutions.-Focusing on the targeted customer segment while supporting all other segments as required.

Toronto, Ontario, Canada

• Inspired team performance using proven behavioral-based coaching, motivation, and management methodologies leading to exceeding sales targets by over 150%.• Spearheaded a team of 12 customer representatives by building enthusiasm, adapting feedback and supporting their ongoing development.• Performed daily audits on KYC procedures and loan applications.• Evaluated operational trends and proactively strategized to maintain alignment between performance and objectives.

Toronto, Canada

Kingston, Jamaica

Analyzed clients' needs and assisted them by proposing solutions to address their financial objectives and goals• Submitted credit and loan applications to branch or credit manager with recommendations for approval or rejection• Provided individuals opportunities to build wealth, protect income and mortgage, plan for retirement

Caribbean Hub

Master Of Business Administration - Mba

Post Graduate, Financial Planning And Services

Bachelor Of Science (Bsc), International Relations (Major) Public Administration (Minor)

Master Of Business Administration - Mba