Sheldon S. Email & Phone Number

Toronto, Canada Area

This role consists of business development, risk and compliance, and account management. To develop new business I actively promote Home Trust Company's investment offerings and propose new sales strategies. I collaborate with the marketing department to develop promotions and other marketing initiatives. Central to my role is analyzing new business opportunities, planning for growth, and identifying and maintaining key relationships with financial planners, advisors and deposit brokers.

Toronto, Ontario, Canada

• Managing a team of 15 –20 associates to achieve and exceed sales targets and customer satisfaction goals • Motivating the sales team to achieve and maintain an outstanding client experience• Energizing the development of the team through coaching and performance management of sales associates • Utilizing quality monitoring techniques and supporting data to coach and support excellent employee performance • Providing support to employees in the form of technical and procedural… Show more • Managing a team of 15 –20 associates to achieve and exceed sales targets and customer satisfaction goals • Motivating the sales team to achieve and maintain an outstanding client experience• Energizing the development of the team through coaching and performance management of sales associates • Utilizing quality monitoring techniques and supporting data to coach and support excellent employee performance • Providing support to employees in the form of technical and procedural knowledge as well as handling escalating customer service issues Show less

Toronto, Canada Area

• Managed branch P&L in excess of $15 million in personal loans and mortgages • Exceeded the profit plan on a yearly basis while lowering the branch delinquency rate by 50% and maintaining losses well below company standards• Accelerated business volumes for all of CitiFinancial products and services such as personal loans, mortgages and equities• Developed and executed personal loan sales strategies to increase branch revenues by over $1 million in 2013 while achieving a $1.5… Show more • Managed branch P&L in excess of $15 million in personal loans and mortgages • Exceeded the profit plan on a yearly basis while lowering the branch delinquency rate by 50% and maintaining losses well below company standards• Accelerated business volumes for all of CitiFinancial products and services such as personal loans, mortgages and equities• Developed and executed personal loan sales strategies to increase branch revenues by over $1 million in 2013 while achieving a $1.5 million reduction in personal loan/mortgage delinquency losses• Responsible for the branch personal loan/mortgage life cycle, ensuring a high level of professionalism • Responsible for the entire loan/mortgage process, from solicitation, application, approval, account maintenance to collection & litigation on defaulted loans and mortgages• Daily, weekly, and monthly forecasting of accounts payables/receivables, financial reporting, and daily cashflow• Implemented new business strategies and tactics to support sales and delinquency strategies which exceeded organizational objectives Show less