Nancy Karlovich

Nancy Karlovich Email and Phone Number

Reverse Mortgage Ambassador★ Passion for Sales★ Revenue Generation ★Customer Retention ★ Business Development @ Bloom Finance Company Ltd.
Nancy Karlovich's Location
Mississauga, Ontario, Canada, Canada
Nancy Karlovich's Contact Details

Nancy Karlovich work email

Nancy Karlovich personal email

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About Nancy Karlovich

Developing strategic partnerships is a business-building necessity but no easy task. Fortunately, my sweet spot is helping firms grow their referral business, create business turnaround situations, and elevate customer experience by leveraging the resources of teams and organizations to make great things happenWhether it’s through B2B or B2C channels, my goal as a hands-on Sales Leader is to offer top-notch customer service and drive solutions that deliver on financial targets. Over the past decade with the help of key contributors, I’ve been able to generate over $150 million in new revenue opportunities. Not bad for someone who initially planned to go to teacher’s college! My pivotal moment was landing a summer sales job with a telecom company. I found that I enjoyed the customer interaction, learning new things, and being part of a growing industry. I promptly decided to forge a career in business which has brought me to where I am today. My strong suit is bringing new ideas to an organization, creating opportunities and executing on them. I enjoy teamwork and even in a leadership role, I prefer to help my peers realize their full potential than to steal the limelight. I’m resourceful – I was trapped in Egypt during an uprising but managed to convince the Canadian embassy to fly me out on a military planeI can rise to any challenge - I survived 4 months of my colicky baby crying non-stop (If you can do that, you can do anything)Connect with me at nancy@bloomfin.ca or 647-979-8779

Nancy Karlovich's Current Company Details
Bloom Finance Company Ltd.

Bloom Finance Company Ltd.

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Reverse Mortgage Ambassador★ Passion for Sales★ Revenue Generation ★Customer Retention ★ Business Development
Nancy Karlovich Work Experience Details
  • Bloom Finance Company Ltd.
    Regional Vice President, Ontario
    Bloom Finance Company Ltd. Mar 2023 - Present
    Toronto, Ontario, Ca
  • Bloom Finance Company Ltd.
    Director Of Business Development
    Bloom Finance Company Ltd. Jan 2022 - Mar 2023
    Toronto, Ontario, Ca
  • Alterna Savings
    Manager Of Business Banking & Major Accounts
    Alterna Savings Jun 2015 - Jan 2022
    Ottawa, On, Ca
    Drive business growth while managing sales/marketing activities and strategic partnerships with financial services providers. Rapidly increased membership, implemented and improved operational systems, developed new business (through partnerships), and created a robust sales culture, making 2016 the first profitable year in 40 years.➤ Gained $20 million in new business➤ Expanded the membership 20%+ in 2016 and 2017➤ Boosted funds 81% over 18 months
  • Homequity Bank
    National Partnership Director, Banking And Wealth Management
    Homequity Bank Jul 2008 - Nov 2013
    Toronto, Ontario, Canada, Ca
    Canada’s provider of reverse mortgages for seniors. Accountable for the P&L of a $137 million national portfolio of strategic partnerships. As the key regional contact, built a stronger presence in the financial services channels of major banks.➤ Multiplied sales revenue from $48 million to $137 million (285% increase) over 4 years➤ Expanded referrals 40% over 12 months from major banks and insurance AGMs➤ Retrained 3700 banking staff on HomeEquity product➤ Achieved $8 million in revenue over 2 years through referrals from 2 of the largest provincial insurance AGMs ➤ Enhanced partnership engagement by improving sales reporting and incentives ➤ Cultivated new referral partnerships through constant networking and participation at industry events
  • Seniors Money
    Director Partnerships Development
    Seniors Money Sep 2007 - Jul 2008
    $2 billion Canadian start-up and part of an international organization serving senior citizens. Helped the VP of Sales and CEO launch the operations from ground zero while securing referral business in the face of the economic downturn.➤ Generated $8 million in new referrals over 6 months through key partnership acquisition➤ Expanded distribution through an existing 3rd party channel➤ Optimized customer service levels by outsourcing call centre activities
  • Hsbc Canada
    Manager, Mortgage Servicing And Retention
    Hsbc Canada Mar 2007 - Oct 2007
    Canadian mortgage division that closed due to the economic downturn. Assumed a sales and service role overseeing the daily administration and servicing of high-risk mortgages. Collaborated with broker partners and implemented improvement initiatives.➤ Rescued $2 million worth of business that was about to leave for the competition➤ More than doubled customer retention from 40% to 90% by establishing effective “win-back” strategies➤ Multiplied mortgage referrals by offering brokers a better referral bonus structure
  • Tangerine
    Senior Manager - Training & Communication / Mortage Retention & Servicing / Direct Banking
    Tangerine Nov 2004 - Mar 2007
    Toronto, Ontario, Ca
    Leading international financial services provider.Led a team in the inbound/outbound call centre, transitioned into a mortgage service and retention position, and later progressed into a training and communications role.➤ Contributed to the development and launch of a centralized training program➤ Guided a team of mortgage specialists through effective mortgage retention strategies➤ Achieved a $47 million increase in the mortgage portfolio ➤ More than tripled sales per FTE on a monthly basis ➤ Consistently met quality and sales targets
  • American Express
    Manager - Inbound & Outbound Call Centre
    American Express 2003 - 2004
    New York, Ny, Us
    Leading financial services provider. Steered a group of partners from various lines of business through the launch and operation of an internal outbound call centre.➤ Ensured a consistent quality level across day-to-day call centre activities by implementing game-changing strategies that were later modelled internationally
  • Primus Telecommunications Canada Inc.
    Senior Manager - Enterprise Accounts / Customer Loyalty & Telesales
    Primus Telecommunications Canada Inc. 1999 - 2003
    Toronto, Ontario, Ca
    Leading Canadian telecommunications company headquartered in Toronto. Assumed a senior management position to train, develop, and support Account Managers who serviced high-value customers.➤ Achieved high levels of customer engagement of 1200 clients representing more than $25 million in annual revenue➤ Developed and executed on effective outbound sales campaigns through partnerships with marketing and regional Sales Directors

Nancy Karlovich Skills

Mortgage Lending Banking Sales Management Product Development Residential Mortgages Business Development Training Relationship Management Management Contract Negotiation Leadership Wealth Management Customer Retention Customer Satisfaction Strategy Business Planning Portfolio Management Change Management Risk Management Financial Services Business Relationship Management

Nancy Karlovich Education Details

  • Remic
    Remic
    Ontario Mortgage Agent Course
  • Uvaro
    Uvaro
    Saas Sales
  • York University
    York University
    Project Management
  • Schulich School Of Business - York University
    Schulich School Of Business - York University
    Business
  • University Of Toronto
    University Of Toronto
    Economics And Political Science

Frequently Asked Questions about Nancy Karlovich

What company does Nancy Karlovich work for?

Nancy Karlovich works for Bloom Finance Company Ltd.

What is Nancy Karlovich's role at the current company?

Nancy Karlovich's current role is Reverse Mortgage Ambassador★ Passion for Sales★ Revenue Generation ★Customer Retention ★ Business Development.

What is Nancy Karlovich's email address?

Nancy Karlovich's email address is nk****@****chip.ca

What schools did Nancy Karlovich attend?

Nancy Karlovich attended Remic, Uvaro, York University, Schulich School Of Business - York University, University Of Toronto.

What are some of Nancy Karlovich's interests?

Nancy Karlovich has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Poverty Alleviation, Human Rights, Health.

What skills is Nancy Karlovich known for?

Nancy Karlovich has skills like Mortgage Lending, Banking, Sales Management, Product Development, Residential Mortgages, Business Development, Training, Relationship Management, Management, Contract Negotiation, Leadership, Wealth Management.

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