Shibin Justin Fernandez

About the Candidate

Shibin Justin Fernandez

89 Nepean St. Unit 1107N, Ottawa, ON K2P 1N7

+1.437.324.7839

shibinjfernandez1@gmail.com

https://in.linkedin.com/in/shibinjustinfernandez

 

Summary

 

Over 9 years of work experience in ‘Presales, Bid Management, and Sales Operations’ of US mortgage ‘SaaS’ Technology products, and 10 years in mortgage originations business process management.

 

 

Key highlights

 

·         Project managed bidding process’s (Proposals, RFP’s and RFI’s) for large SaaS based US mortgage technology product deals worth over 5 million USD as well as small deals worth around $10,000, from origination to closure, including ‘contract/statement of work’ execution (Over 500 opportunities).

·         Consistently achieved a win ratio of over 15% by preparation of effective and targeted sales collateral for mortgage technology solutions.

·         Experience in salesforce.com, supporting sales team with account management, reporting, and overall configuration with workflow/validation rules. Recently participated in consolidation of three Salesforce organizations (Acquisitions) into one enterprise-wide instance.

·         Advanced knowledge of Microsoft Word, Excel, Power Point, Visio; and broad understanding of SaaS technology products and their architecture/infrastructure; all utilized in creating winning sales collateral.

·         Proven interpersonal, communication and written skills at all levels/stakeholders, including top level executives, both within organization and externally.

·         Recognized by internal sales team and external customers for providing quality information in an expedited manner.

·         MBA (Marketing, Average GPA – 3.47); Bachelor of Commerce (Business Administration)

 

 

Work experience

 

 

Presales, Bid Management, and Sales Operations                                                                                            2014 – 2023

 

●        Prepared mortgage technology product proposals and other sales collateral including presentations; project manage the RFP’s/RFI’s/RFX and other customer due diligence review questionnaire response process.

●        Coordinated with product management, engineering, implementation, information technology and information security teams in effort estimation activities and in developing the most efficient business solution to address client requirements.

●        Managed Salesforce.com consolidation project (3 instances into one instance) involving an external salesforce consultant. Performed system operational activities such as account/opportunity and data field configuration, data clean-up, reviewing workflow/validation rules. Supported sales team with Account/Opportunity management, Reporting in relation to opportunity stages and revenue forecasts.

●        Prepared, reviewed and coordinated finalization of various technology agreements including ‘SaaS agreements’, ‘Professional service statement of work’, ‘License addition, extension and renewal agreements’ etc.

●        Addressed customer’s technical as well as non-technical queries in consultation with product managers, implementations and various other internal stakeholders.

●        Interacted with CXO’s to develop technology product pricing and also facilitated and implemented strategic business decisions.

●        Actively participated in the internal as well as third party security and operational control audits (SOC Audits).

●        Actively participated in the preparation and implementation of technology policies and procedures.

 

 

 

 

Business Process Management                                                                                                                                  2004 –2013

 

●        Handled day-to-day operations of location that performs US residential mortgage origination, processing, underwriting, closing, funding and shipping reviews, and prepared various management information reports.

●        Managed team leaders, location staff, provided work direction; resolved staff questions; trained new employees; coordinated workflows; and oversaw hiring of employees.

●        Interacted regularly with US business partners to ensure that partner expectations were met while achieving internal business objectives.

●        Performed internal quality audit of various operations and support teams as per ISO standards.

●        Evaluated and verified mortgage loan applications to determine whether borrowers will be able to repay loan and to ensure compliance with governing investor guidelines, legislation, and regulations.

●        Communicated with US residential mortgage clients to obtain information about income; assets and liabilities; loan type; price; condition of property to be mortgaged; and negotiated mortgage loans with lenders or lending institutions on behalf of clients.

●        Performed various processing tasks related to residential mortgage origination, processing, underwriting, closing, funding and shipping.

Education

 

●      Master of Business Administration, Vancouver Island University, Nanaimo, BC Canada                             2020 (Full-Time)

Relevant Courses: Managing the Networked Enterprise, Digital Marketing, Research Methods, and Consulting Skills

 

●      Bachelor of Commerce, Calicut University, Calicut, India                                                                                     2003

Relevant Courses: Business Administration

 

Professional Training and Certifications

 

●     Various LinkedIn Certifications – https://in.linkedin.com/in/shibinjustinfernandez

●     Salesforce.com Tutorials

●     Diploma in Computer Applications, Fernz DTP Shoppe and Computer School, Calicut, India

●     Certificate in Desktop Publishing, Fernz DTP Shoppe and Computer School, Calicut, India

●     Six Sigma Green Belt trained, iGATE Global Solutions, Bangalore, India

●     Internal Quality Auditor, as per ISO 9001:2008 Standards – ISGN Certified

●     International English Language Testing System (IELTS) – Band 8