Funding Specialist

• Sep 2020 - Present

Project Manager, Revenue

• May 2019 - Oct 2019

•Initiated marketing efforts to launch marketing campaign for the aircraft division (CurrencyAir) to enhance business performance by polishing up nurture emails and content on landing page, setting up trigger equations on Marketo, and creating banner ads on the equipment listing website.•Aided in partnership onboarding process through strategizing pay widget and ERP implementation, eCommerce deployment, and introducing marketing tactics to deliver both financing and processing needs to the partners.•Presented new operation flowmap to UI/UX developer in order to successfully launch the website for a smooth user friendly funding experience. •Scoped out automation functions on Salesforce for Operations team to decrease manual activities and increase funding volume and operational efficiency by 50%. •Budgeted project labor cost to manage expectations with stakeholders, estimating 3,000+ labor hours and over $350k in labor expense. •Identified risks for all projects and set mitigation plans throughout the life of the project, delivering better customer service and maintaining efficient work flow internally.•Planned weekly meetings with the aircraft team, Product Managers, Marketing team, and Operations Manager to plan next steps. •Kept record of charters, risk register, training manuals, and ongoing project WBS on Monday Board and Confluence. Show less

Funding Associate

• Jul 2017 - May 2019

•Audited invoices, COIs, POAs, title reassignments, and contracts needed to complete heavy equipment financing. •Managed around 20 accounts simultaneously and funded at least 4 deals/day.•Funded over 100 deals/month, closing over a million dollars in finance volume. •Communicated all initial, mid, and closing steps to the customer, external parties, and internal Operations team.•Trained over 5 new team members to fulfill growing deal volume quarter over quarter.

Private Equity M&R Intern

• Jun 2016 - Jun 2017

• Effective processing of change reports for portfolio companies for over 100 sophisticated investors and $29 billion of assets under management, cutting work process and increasing efficiency by 50%. •Monitoring the life of an investment by analyzing the excel spreadsheet and FS, consisting of total invested, remaining cost, fair market value, and proceeds values, in a highly disciplined, research-focused approach. •Working directly with analysts and senior management to draft write-ups for clients’ investment performance throughout the quarter and recording public stock analysis, increase/decrease in valuation, amount realized, and amount invested. •Breaking down clients’ investment and analyzing cash flows by pulling data from capital calls and distributions, such as return of capital, gain, interest, income, return of excess, and capital call. Show less

House Manager

• Sep 2014 - Mar 2016

• Managed and facilitated 40+ rooms for major events, conferences, and meetings. • Provided direct service to over 30,000 students and outside clients. • Managed and facilitated 40+ rooms for major events, conferences, and meetings. • Provided direct service to over 30,000 students and outside clients.

Accounting Intern

• Jun 2015 - Nov 2015

• Input and processed over 200 invoices daily into Quickbooks and ABBY. • Processed over 700 checks bi-weekly and expedited the process of payment to outside vendors. • Improved the organizational structure of the filing system, which resulted in the task being executed 50% more efficiently. • Input and processed over 200 invoices daily into Quickbooks and ABBY. • Processed over 700 checks bi-weekly and expedited the process of payment to outside vendors. • Improved the organizational structure of the filing system, which resulted in the task being executed 50% more efficiently.

Sales Associate

• Jul 2014 - Sep 2014

• Assisted over 200 customers and checked out 300+ different types of clothes at the cash register. • Worked directly with the manager in keeping the store up-to-date by managing over 300 inventories. • Assisted over 200 customers and checked out 300+ different types of clothes at the cash register. • Worked directly with the manager in keeping the store up-to-date by managing over 300 inventories.

Private Tutor

• Jan 2012 - Sep 2013

•Managed student's grades, tests, and projects from school. •Provided studying tips and tools after school to prepare for next day's class. •Managed student's grades, tests, and projects from school. •Provided studying tips and tools after school to prepare for next day's class.