Somer Morton Email & Phone Number

Toronto, Ontario, Canada

• Overhauled manual paper processes to produce an end-to-end digital experience allowing same day approvals and lease structuring while maintaining a lower than industry average internal error rate <3%. • Assisted the sales team to explain complex financial concepts, and then close, both consumer and commercial lease customers on $30,000 to $450,000 finance deals, closing the companies largest deal at ~$800,000.• Reduced fraudulent applications to zero, replacing subjective decisions with an automatic 2-step verification process via Jumio ID Verification & Flinks Financial Verification.• Designed and launched a new Leasing Platform targeting boutique dealerships; worked with dev team to apply feedback in order to reduce time-to-value for customers while rolling out incremental improvements.• Developed incremental improvements to lease management database, proactively capturing annual reporting data, reducing time to produce quarterly gain & loss reports as well as yearly insurance proposal from a 3 to 1 day turnaround without loss of data quality.• Designed a credit decision model with Microsoft Excel, slashing communication cycles by 80% and boosting profit margins through data-driven lease structuring. Equifax engineers then used this model to expedite the implementation process of their decision automation engine.• Acting in-house consultant for lending management software; after post go-live tickets started accumulating, working out their custom language (a blend of C# & Excel) over 2 months and resolving open tickets by 85% with bug fixes and new features. • Account Management: Nurturing and closing new leads as well as renewal customers, offering a new monthly email marketing campaign to scale renewal conversations with restricted headcount.• Credit Policy Development: Contributed to the development and refinement of credit policies in alignment with company risk tolerance.

Canada

• Generation and analysis of operational, sales and financial reports • Compilation of Credit and Asset packages in adherence to credit adjudication policy • Liaising with internal and external funding partners • Structuring of leases within risk appetite of credit policy

Toronto, Canada Area

Responsible for end-to-end management of client relationships including sourcing, nurturing, negotiation and closing new roles, while fulfilling recruitment needs for Professional / Executive level roles via both inbound and outbound methods.

Melbourne, Victoria, Australia

• Led the successful launch of Tesla Model X in Australia and achieved record-breaking deliveries while earning top customer satisfaction scores of 4.9/5 in the APAC region across 120 customer portfolio.• Supported portfolio customers during their 6-9 month production window, maintaining excitement and engagement with periodic follow up, proactive production updates and helping to de-escalate order cancellations. • Created dashboards and custom reports as Salesforce lead for Delivery Ops team, while helping supporting country wide database maintenance.