Rex Fung

Store Manager - Neo Financial

Markham, Ontario, Canada

About

Experienced Mortgage Advisor with a demonstrated history of working in the banking industry. Strong finance professional skilled in Banking, Sales, Credit Analysis, Branch Management, and Commercial Banking.

Experience

  • Store Manager at Neo Financial
    Oct 2025 - Present · 10 mos

    Store Manager at Neo Financial | Driving exceptional customer experiences and operational excellence in the Fintech industry. I lead my team to foster a supportive environment, achieve key performance indicators, and champion Neo's innovative financial products. Passionate about developing talent and helping customers navigate their financial journey with Neo's modern solutions. Seeking to connect with fellow leaders in FinTech and retail operations.

  • Managing Partner - Mortgage Agent at Mortgage Alliance - WeDo Mortgage Group (LIC# 10530)
    Aug 2019 - Present · 7 yrs

  • Chief Operating Officer at Kaleido
    Apr 2024 - Dec 2025 · 1 yr 9 mos

    As the Chief Operating Officer (COO) at Kaleido, the role involves overseeing the daily operations of the vibrant community center. Responsibilities include coordinating with instructors and staff to ensure that all workshops, classes, and events run smoothly and efficiently. Strategic planning and implementation are key, developing initiatives that align with the organization's mission, identifying growth opportunities, and enhancing offerings. Leading and mentoring a diverse team is central to the position, fostering a collaborative work environment and encouraging professional development. Financial oversight is crucial, involving budget management, ensuring transparent compensation models, and analyzing financial reports to make informed decisions. Engaging with community partners, parents, and participants builds strong relationships and gathers valuable feedback. Additionally, collaboration on program development, monitoring effectiveness, and overseeing marketing efforts to promote Kaleido’s programs and attract new participants are essential duties. The commitment is to ensure that Kaleido remains a thriving hub of creativity, learning, and connection, making it a place where everyone feels welcome and inspired.

  • Managing Partner, Mortgage Agent at Mortgage Alliance - Mastermind Capital
    Apr 2018 - Jul 2019 · 1 yr 4 mos

  • Director at iConnect Mortgages Powered by Dominion Lending Centres
    May 2017 - Apr 2018 · 1 yr