Jonathan Morrison Email & Phone Number

Toronto, On, Ca

Oakville, Ontario, Canada

As a key member of the Early Stage Customer Management team, I was responsible for managing credit limits for established customers and played a pivotal role in developing innovative TRIAD Credit Facilities strategies. Key achievements and responsibilities included:- Revamping reports to enhance interactivity and enable continuous performance tracking across various account segments.- Gaining in-depth knowledge of FICO's TRIAD system and leveraging it to refine credit… Show more As a key member of the Early Stage Customer Management team, I was responsible for managing credit limits for established customers and played a pivotal role in developing innovative TRIAD Credit Facilities strategies. Key achievements and responsibilities included:- Revamping reports to enhance interactivity and enable continuous performance tracking across various account segments.- Gaining in-depth knowledge of FICO's TRIAD system and leveraging it to refine credit strategies.- Reducing exposure by addressing long-term inactive accounts and proactively managing accounts with increasing risk.- Defining risk-based customer-level exposure limits to mitigate potential losses.- Collaborating with marketing teams on new initiatives and forecasting offer volumes and responses in close partnership with finance teams. Show less

Oakville, Ontario, Canada

- Late stage collections strategy - Ground up analysis leveraging SQL/SAS

Welland, Ontario, Canada

• Built liquidation models for external collection agencies from ground up• Collect data from key departments to build out a Quarterly Operation Reports for external auditors• Used SQL/SAS to create and run daily reports and ad-hoc requests• Created live connections to a centralized database with Tableau through SQL.• Build out quality control forms to audit external agencies, upload data to our database.

Welland, Ontario, Canada

• Work on a dialer system deal with inbound and outbound calls with regards to past due accounts specifically past due 1 – 3 months. • Build relationships through connection, engagement, and collaboration to find a resolution best tailored to the cardholder's current financial situation.

• Act as the primary liaison between CPA Ontario and students at the University of Guelph• Hired and manage a team of four students to delegate required responsibilities to meet targets.• Act as the primary contact for all of University of Guelph accounting students and recently have been trying to expand CPA's reach by targeting students specifically in finance programs.• Reached out to the College of Business & Economics Students Association (CBESA) for additional resources and… Show more • Act as the primary liaison between CPA Ontario and students at the University of Guelph• Hired and manage a team of four students to delegate required responsibilities to meet targets.• Act as the primary contact for all of University of Guelph accounting students and recently have been trying to expand CPA's reach by targeting students specifically in finance programs.• Reached out to the College of Business & Economics Students Association (CBESA) for additional resources and input. To organize a panel conference "A Night with CPA" with five delegates and currently planning two events in the New Year (2019). Show less

Guelph, Ontario, Canada

Port Colborne

Front line sales establishing a warm rapport with customers to promote world-class resort through Canada and the US exceeding sales goals. 1st place among sales team winning the reward for achieving the highest number of customer bookings.