Experience

IOU Financial

• United States
• Financial Services
• 1 - 100 Employee

• Renewal Specialist

  • Jun 2021 - Present

  I was hired on at IOU Financial in June of 2021 as an account executive. In that role, I excelled at working with my brokers on their wholesale loan team. After demonstrating my ability to cultivate relationships and communicate effectively, I was soon put in charge of their renewal department managing IOU's entire book of active clients. I currently am the sole person managing their book of business and renewals are up 50% since I took over. My daily activities include: - Conducting daily prospecting to develop a working relationship with active clients - Submit applications after prequalifying applicants by reviewing bank statements prior to submission - Communicate decisions from underwriting and collect required documents for closing - Conduct administrative work for IOU's entire portfolio such as sending pay-off letters or tax documents - Increased originations by 50% over the previous year solo when 2 people worked renewals in 2021 - Set record for most renewals in a single month in IOU history Show less



Kabbage from American Express

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Aug 2018 - Dec 2020

  Working for Kabbage was an amazing experience. I was given the opportunity to work in a fast-paced, ever-changing, start-up environment and I am proud of the work we did. The growth in sales we created by the effort we put in could only be derailed by something like COVID-19. At Kabbage, I oversaw a portfolio of ~1200 active clients servicing their active loans. I funded between 5 - 7 million dollars monthly. I maintained quarterly contact with my clientele to discuss growth goals and suggested uses for working capital. If the customer wanted to draw from their line of credit, I would answer questions and suggest uses to increase sales. - Maintained contact with existing clients to discuss quarterly goals and potential uses for capital - Worked with underwriters to increase credit lines or reduce rates - Reached out to explain upcoming products and promotions - Reviewed offers and answered questions on repayment, upselling customers - Top 5 performer on Kabbages relationship management team of 15 representatives - Constantly exceeded quota and met measured key performance indicators - 1 of 6 members selected to be on the Kabbage Sales Advisory Board - Employee of the month 11/2019 Show less



American Express

• United States
• Financial Services
• 700 & Above Employee

• Renewal Specialist

  • Feb 2017 - Aug 2018

  I started working for American Express Merchant Financing in February of 2017. I quickly learned their products and CRM and within 4 months was training new employees. By July I had risen to the top of my team and in August was promoted to the renewals team where I was a top 5 rep. On average, I funded between 3-5 million in a month on 40-60 loans. - Maintained a queue of 250 current clients - Followed up with existing clients to answer questions to service their loan - Trained incoming employees on the CRM and sales process Show less



OneLoanPlace.com

• United States
• Financial Services
• 1 - 100 Employee

• Business Funding Specialist

  • Feb 2015 - Dec 2016

  Prospecting new clients: - Called up to 100 leads a day to evaluate their financial situation and determine what options were available - Managed clients expectations - Requested necessary documents - Established expected return on investment to assist in closing Pipeline maintenance: - Followed up with qualified merchants to secure documents needed for underwriting - Continued to service current clients with renewals additional funding options Closing: - Nailed down use of funds and expected return on investment with concrete numbers - Presented approvals to merchants and set expectations - Worked with funders to adjust offers when possible - Collected necessary documents needed for funding Training: - Trained multiple new associates on qualifying merchants, collecting documents, setting expectations, and closing deals. Show less



Sodexo

• France
• Facilities Services
• 700 & Above Employee

• Supervisor

  • Jan 2014 - Dec 2014

  Management: - Evaluated issues, created solutions, and implemented strategies resulting in an increase in production and a 10% increase in sales - Met with a goal orientated upper management staff weekly to evaluate key performance indicators, implement changes, and improve communication - Managed up to 20 employees in all aspects of daily operations such as hiring, training, scheduling, and supervising - Received corporate managerial training from both Starbucks and Einstein Bros. Bagels Show less



Bonefish Grill

• Restaurants
• 700 & Above Employee

• Line Cook

  • Nov 2006 - Dec 2013

  Line cook: - Cross trained on nearly all back of house positions giving me a unique role where I could be used where needed - Trained new employees on what was expected of them as well as best practices - Streamlined operations to make things more efficient - Solved problems in real time as they were presented in a stressful environment - Employed with the same company for 8 years through Highschool and College Line cook: - Cross trained on nearly all back of house positions giving me a unique role where I could be used where needed - Trained new employees on what was expected of them as well as best practices - Streamlined operations to make things more efficient - Solved problems in real time as they were presented in a stressful environment - Employed with the same company for 8 years through Highschool and College