Experience

Proper Rate

• Chicago, Illinois, United States

• AVP of Mortagage Lending

  • Mar 2021 - Present

  Proper Rate, LLC NMLS 1901699. 1800 W Larchmont Ave, Suite 301, Chicago, IL 60613. (773) 250-5912 • properrate.com. Equal Housing Lender. www.nmlsconsumeraccess.org. www.properrate.com/licensing. www.properrate.com/privacy Proper Rate, LLC NMLS 1901699. 1800 W Larchmont Ave, Suite 301, Chicago, IL 60613. (773) 250-5912 • properrate.com. Equal Housing Lender. www.nmlsconsumeraccess.org. www.properrate.com/licensing. www.properrate.com/privacy



SS&C Primatics

• United States
• Financial Services
• 1 - 100 Employee

• Client Director

  • Sep 2019 - Apr 2020

  SS&C Primatics, part of SS&C Technologies, is a comprehensive, cloud-based, end-to-end accounting solution for financial institutions that integrates and automates all risk and finance processes relating to a loan portfolio, from data capture to back-end reporting and analytics.With SS&C Primatics my focus areas included:∙ Sales of complex technology solutions, professional services, and a variety of products specific to banking and financial services related needs.∙ Managed a portfolio of clients ranging from $2B to $100B in assets.∙ Develop and execute strategic client plans to increase client utilization of our SaaS platform and better understand Client needs and goals as they related to SS&C Primatics products and services.∙ Key team member involved in numerous intricate SaaS implementations.∙ Key team member in acquiring multiple new Government Sponsored Entity clients, totaling ~$6.5M in TCV.∙ Draft and submit RFP responses to prospective Clients. Work with bank's procurement department during negotiation process as part of their internal due diligence compliance.∙ Effectively communicate value of implementing a cloud-based SaaS platform to replace a financial institutions current systems. Show less

• Account Manager

  • Aug 2016 - Sep 2019



PayNet, Inc.

• Chicago, IL

• Strategic Advisory Group, Associate Director

  • Jan 2014 - Aug 2016

  PayNet, Inc. is a premier provider of risk management tools and market insight to the commercial credit industry, collecting real-time loan information from more than 350 leading U.S. lenders and turning it into actionable intelligence. PayNet maintains the largest proprietary database of small business loans, leases, and lines of credit encompassing over 22 Million term debt contracts worth more than $1.3 Trillion dollars. Using state-of-the-art analytics, PayNet converts raw data into real-time market intelligence and predictive information that subscribing lenders use to make more informed small business financial decisions and improve their business lending strategy. Team lead for sales team of 7. Responsibilities included: ∙ Present PayNet credit solutions to prospective clients, engaging with senior credit executives. ∙ Exhibit a consultative sales approach; identifying potential efficiency gains and process bottlenecks to effectively communicate ROI of PayNet products. ∙ Conduct joint sales calls with sales reps to assist them in the sale of credit products. ∙ Work with executive team to develop a strategic plan to position PayNet products related to large accounting regulation change. Show less



Quicken Loans

• Mortgage Banker

  • Nov 2012 - Nov 2013

  At Quicken Loans I built key relationships with clients in the sale of residential mortgage products. I managed a pipeline of 30-40 loans averaging $3M-4M in size for refinances while prospecting new clients and developing new business contacts from realtors and title companies. I effectively executed credit report analysis, title examination and income/asset documents to ensure compliance with lenders’ programs and approval guidelines. I organized and coordinated loan files in advancement of loan processing and underwriting. I performed comprehensive research of state lending guidelines. I utilized customer-centric approach in personal consulting. Show less



Grand Hotel

• Mackinac Island, MI

• Reservation Agent

  • Feb 2011 - Feb 2012

  In this position I maximized sales reservations by understanding historical and season trends and working within them to ensure full occupancy. I maintained a thorough understanding of hotel facilities and processes and embraced a culture of high quality standards for relationship building, customer service, selling techniques and billing and processing contracts. I also identified new contacts, developed sales leads and responded to sales opportunities in order to maximize revenue. In this position I maximized sales reservations by understanding historical and season trends and working within them to ensure full occupancy. I maintained a thorough understanding of hotel facilities and processes and embraced a culture of high quality standards for relationship building, customer service, selling techniques and billing and processing contracts. I also identified new contacts, developed sales leads and responded to sales opportunities in order to maximize revenue.