Experience

TimePayment

• United States
• Financial Services
• 100 - 200 Employee

• Broker Channel Supervisor

  • Aug 2023 - Present

• Broker Account Manager

  • Jul 2020 - Aug 2023

  - Conduct scheduled and impromptu portal webinars with partners.- Establish and maintain key stakeholder relationships to get experience feedback.- Identify solutions on escalated issues to assure deals are processed quickly and efficiently. - Research tools and products and work cross functionally to find areas for company-wide process improvement accompanying protocol. - Clean up Salesforce portfolio of accounts.

• Instructional Designer

  • Jan 2021 - Jun 2021

  - Created E-Learning training modules for the sales department using Articulate Storyline 360.

• Regional Account Manager

  • Jan 2020 - Jul 2020

  - Identified the vendors preferred service levels before conducting portal webinars.- Monitored daily sales reports to track goals and forecast monthly funding to management.- Cleaned up the Salesforce portfolio of accounts.

• Restaurant Account Manager

  • Jan 2018 - Jan 2020

  - Key contributor to the restaurant portfolio producing over $18M in funding in 2018.- Became the first named 5 star review for TimePayment.- Assisted in creation of email templates for the Vendor Support Services team.- Assisted in upkeep of training materials with the corporate sales trainer.- Collaborated with department heads to provide feedback and implement a new phone system.

• Vendor Support Specialist

  • May 2017 - Jan 2018

  - Engaged in inbound and outbound calls with vendors and lessees throughout the application process.- Processed applications, quoted payment options, reviewed invoices and generated lease documents.- Ensured application details and documents were in order for quality control reviews for funding.

• Senior Account Representative - Collections

  • Dec 2014 - Apr 2017

  - De-escalated and resolved billing disputes, took escalation calls from other representatives.- Tracked weekly delinquency improvements using Excel and updated the collections team.- Created and maintained a 360-day delinquency calendar used by the entire collections department.- Assisted in the creation of email templates for the collections team to improve company quality assurance.



The Learning Experience

• United States
• Education Administration Programs
• 700 & Above Employee

• Toddler/Preschool Teacher

  • Nov 2013 - Nov 2014

  - Created monthly lesson plans including daily activities. - Managed a class of up to 10 alone, 20 with a co-teacher. - Conducted learning evaluations to track learning progress & set goals for students. - Planned special events for children and parents to attend. - Maintained attendance, accident reports and fire drill logs in filing system. - Obtained Infant/Toddler teacher certification in 2013. - Maintained CPR & First Aid certifications 2009-2014. - Created monthly lesson plans including daily activities. - Managed a class of up to 10 alone, 20 with a co-teacher. - Conducted learning evaluations to track learning progress & set goals for students. - Planned special events for children and parents to attend. - Maintained attendance, accident reports and fire drill logs in filing system. - Obtained Infant/Toddler teacher certification in 2013. - Maintained CPR & First Aid certifications 2009-2014.



Kids on Track

• Dracut, Massachusetts

• Preschool Teacher

  • Sep 2009 - Oct 2013

  - Improved photo quality for yearbooks and day to day pictures of students. - Prepped daily activities for children and assisted in monthly lesson planning. - Logged weekly observations and semi-annual evaluations to track learning progress. - Planned special events for children and parents. - Maintained attendance, incident and accident reports and fire drill logs in filing system. - Obtained Preschool Teacher certification in 2010. - Maintained CPR & First Aid certifications since 2009. Show less