Peter Rozanski Email & Phone Number

Ottawa And North Eastern Ontario

Ottawa, Canada Area

• Detailed experience dealing with residential mortgages, investment properties, consolidation, re-financing, second mortgages, private financing, and construction loans. Specializing in mortgage financing for clients who are self-employed, have bruised credit, and/or prior bankruptcies.• Develop and cultivate local business opportunities and loyal client base by providing exceptional mortgage advice and financial solutions while establishing and maintaining strong business relationships with real estate firms and agents, lawyers and accountants for the purpose of identifying suitable clients for residential and commercial mortgage financing.• Responsible for interviewing clients and submitting mortgage applications with recommendations for approval based on financial expertise of given mortgage products. Using credit and financial information of clients with established network of lenders and institutions to find a loan that suits the needs and desires of the client, then negotiate with the lender to secure terms and options for the buyer. Taking care of the loan origination process up to the point of disbursing the funds.• Deal with Canada’s largest banks, credit unions, trust companies and financial institutions providing clients more choice and access to hundreds of mortgage products.• Review required documentation with a strong emphasis on anti-money laundering (AML) and anti-terrorist financing (ATF) requirements, including but not limited to, income, down payment verification and client interviews. While striving to ensure that mortgage files are in compliance with established lending policies and procedures as well as ensuring that legal, AML and ATF requirements have been satisfied.• Fulfillment of FSCO regulatory and continuing education requirements on an ongoing basis complying with financial service, lending and mortgage legislation.

Ottawa, Canada Area

Toronto And Eastern Canada

• Proactively identify, create and grow business development opportunities with new and existing eligible and accredited investors.• Promote and sell a multi-million dollar portfolio of exempt market land-based products to current and new clients, investors and wholesale partners.• Raise capital with client-centric focus to fund syndicated land-based real estate investments.• Build and maintain effective long-term relationships with key wealth management and wholesale partners.• Organize, manage, conduct and participate in investor seminars.• Manage and maintain the scope of each project through effective meetings and communications with the affected stakeholders, ensuring all planning activities and conversations are complaint within their jurisdiction.• Fulfillment of IIROC continuing education requirements on an ongoing basis complying with securities legislation.

Eastern Canada

• Responsible for creating and executing end-to-end strategies to increase market segment penetration and usage of Microsoft Surface Pro 3 for large business. Specifically developing and growing new clientele and securing new accounts nationally in 250+ employee space.• Oversee the planning, organization, implementation and tracking of ‘Microsoft Surface Pro 3’ Sales Campaign directed at Federal Government agencies, crown corporations and special agencies.• Tasked with leveraging new and existing relationships to increase government penetration rate, driving relational opportunities and incremental sales of Microsoft Surface Pro 3.• Make solution and product value propositions real for customers, partners, and field by delivering product positioning, messaging, storytelling and core content for the go-to market portfolio of Surface Pro 3.• Work with regional Authorized Device Reseller, Northern Micro, located in National Capital Region.• Define and pilot new selling initiatives to maximize ROI increasing lead generation and sales.• Ensure that the project deliverables are on time, within budget and at the required level of quality.• Work with account managers to generate leads, win bids, and close existing opportunities in sales funnels.• Work with business development team to set sales and revenue objectives, develop key account strategies for growth and monitor results (through internal, Computer Acquisition Guide (CAG) and National Master Standing Offer (NMSO) reporting tools).• Strategic opportunity sales planning through proactively driving the planning and orchestration of key strategic opportunities in assigned territories; focusing on prioritized strategies and approaches to achieve and exceed sales and operational goals faster.• Provide feedback to operations and marketing teams to improve sales tools and resources.

Ottawa, Canada Area

• Outside/Face-to-face business-to-business sales consultant with specialization in all Rogers Communications business solutions servicing the needs of the Ottawa business segment.• Liaising, selling and managing relationships with C-Level and government executives.• Continual success as an individual contributor exceeding annual sales quota by 187% cumulatively, while recurrently ranking in the Top 5 in the department nationally.• Establish and maintain positive relationships with key Consumer Major Accounts; increasing penetration rate of selected Rogers’ products in government, Greenfield, Brownfield, Whitefield, MDUs and SFHs projects.• Demonstrate thorough abilities to identify and address client needs, including developing and sustaining profitable client relationships and understanding of the client's business.• Extensive experience in uncovering client issues, needs and priorities in order to provide solutions based upon on the particular requirements of the firm.• Proven extensive track record of success leading and managing business development opportunities and engagements from pre-sale and initial scoping through final delivery and installation using Microsoft Dynamics and SalesForce.com CRM tools.• Created positive sales environment mentoring/coaching team members while meeting client expectations. Including providing candid, meaningful feedback in a timely manner and keeping leadership informed of progress, varying product strategies and integrated products plans comparing to required revenue and forecasts.• Created and maintained symbiotic relationships with key corporate partners, including Shopify and Microsoft.• Responsible for sales prospecting and business development through cold calling and field sales activities.• Direct involvement in all aspects of customer acquisition and maintenance through key relationships with stakeholders in senior management, leadership, client service and support segments.

• Customer-facing sales associate with specialization in Rogers Communications products and services, servicing the needs of Canada’s consumer segment nationally. • Top performing sales agent, consistently exceeding sales targets and included among the department’s top 30% nationally.• Extensive knowledge of Marketing and Sales to strategically align the Firm's priorities, execute and focus on positioning a distinctive brand in the marketplace and drive long-term revenue growth for the firm leading to a role as team prime for ESAT (Employee Satisfaction Committee) and Rogers High Speed Internet group.• Aside from regular duties, have been: Acting Team Manager, peer coach and ICU coach, Champions In Action and Circle of Champions advocate as well as S.P.O.R.T. ambassador. Acting Team Manager, In-Charge Accomplishments:• Performance management of a team of up to 18 direct reports.• Help develop, train and coach agents by identifying strengths, maximizing opportunities, and adhering to coaching and development plans.• Run weekly and bi-weekly meetings delivering business and performance reports to internal audiences.• Support Senior Managers and Leadership Team with resources and information.

• Act as primary interface between suppliers and manufacturing/production staff, coordinating the materials management projects with respect to manufacturing and delivery of replacement goods and/or supplementary services for each claim. • Analyzing the information gathered, determining coverage, and assessing damage and/or liability. Determine when sufficient information has been gathered to close the claim. • Ensures that credit amounts are applied properly and accurately to the A/R claims system, responsible for maintaining up-to-date claim folders including all correspondences through thorough documentation of information, status updates, exchanges and call activities. • Facilitate collaborative meetings with production and commercial departments.• Deputy purchasing director.

• Responsible for property management of commercial real estate; including but not limited to monthly rents, building and property maintenance; and renewal of leases. • Responsible for overseeing, managing and signing-off on all contractual obligations of the company, property and building. • Spearheaded innovative projects, such as Carpet Recycling, company workspace renovations, and information systems and telecommunication support for the whole company.

• Preparing financial reports and providing support in year-end activities, including Daily Cash and Commercial/Contract Reports, Bank Reconciliations, Profit/Loss Statements and the maintenance and closing of General Ledgers.• Processing project/contract payments for Accounts Payable, including GST audits.

High Honours, Bachelor Of Commerce, Finance, Minor In Economics

Activities and Societies: Sprott Business Student's Society, Finance Club, Intramural Sports. The Sprott School of Business

Education record