Experience

Automated Integration

• United States
• Software Development
• 1 - 100 Employee

• Director of Sales and Marketing

  • Apr 2022 - Present

  o Deliver operational excellence for the Client Services organization, enabling our service teams to improve customer satisfaction, deliver customer value quickly, enabling rapid business growth.o Define and execute the multi-year Service Strategy that delivers exceptional customer experiences, built on a foundation of Operational Excellence.o Assist in driving business change needs of our clients; developing, capturing, and documenting requirements; and then supporting the communication and delivery of those requirements with relevant operational teams on small scale projects.o Serve as a contact for Clients from an operations perspective by fielding questions or concerns regarding operational standards and coordinating responses with more senior analysts or Operations to ensure effective services are in place and satisfaction is being delivered.o Reporting to the General Manager/President on client matters.o Identifying at-risk clients and working to improve relationship.Sr. Implementation Specialisto Manages the operational implementation of new businesses.o Implement software including training and use of the supplemental products.o The Implementation Analyst will resolve such issues through discussion with the customer, involving peers only when necessary.o Overall, this professional is responsible for the successful implementation of Total Service products within the defined timeframe communicated to the customer.o Overseeing large projects; often multiple simultaneously. Show less

• Sr. Software Implementation/Application Specialist at Automated Integration

  • Dec 2015 - Present

  Successfully and efficiently manage multiple client implementations simultaneously.Conduct review with customer prior to release to confirm acceptance of data and configuration.Assist client in determining best practices for setup and configuration to achieve client’s desired result.Accurately forecast activation dates and manage implementations appropriately to meet release dates.Provide superior customer service to all internal and external customersPerform system setup and configuration ensuring accuracy of complex data and multi-system integrations.Maintain core and essential knowledge of each product for which they are responsible and aftermarket sales of add on products.Interpret and fully understand client business requirements and needsMaintain accurate records of all communication received for each client.Provide project management and coordination to ensure product activations are moving as quickly as possible.Update activity records timely and accurately to ensure accurate time reporting and client billing.Manage defect or problem resolution to drive implementations to completionNotify management of any complications, missing data or system defects that might impact the implementationIdentify, assist, and test enhancements to workflow, scripts, or system defects for core functionalitiesResolve problems and accurately and appropriately answer questions from both internal and external customers in a timely mannerCollaborate regularly with other departments to improve processes or proceduresEnsure appropriate hand-offs and communication with Engagement Managers, Consultants, and Account Management.Aftermarket sales and support to address departmental processes and procedures for each new implementation and assist with customer management decisions.Strong communication skills required in order to provide structured presentations and training sessions to the customer based on the audience and circumstances. Show less



Executive Business Decisions, Inc.

• United States
• Executive Offices

• President

  • Aug 1995 - Apr 2022

  Owner

• President

  • Aug 1995 - Dec 2015

  Through my company I managed a team of 2 professionals.I provided the following services for clients.Accountant Management and SalesProspecting to generate via cold calling and new business development opportunities on a daily basis with the ability to sell in a short sales cycle environment. Consistently met and exceeded weekly and monthly sales goals and client generationCalled non-existence merchants to sell the company's products and services and quoted prices and encourage customers to buy Consistently close the sale! Heavy cold calling/prospecting experience with the ability to close and up sale serviceThe ability to ask for and obtain commitments with heavy business to business sales experience.Human Resources:Onboarding and offboarding employeesCompleted all company insurance renewals including property, Workers' Compensation and general liability. Guide firm's reconciliation, payroll, annual bonus, pension funds, annual reporting, and management of personal and corporate investments.Payroll ProcessingDeveloped staff by managing performance, setting goals, providing ongoing training, and maintaining strong employee relationshipsAccounting:Performed heavy bank reconciliations and cash flow statements. Reported and consolidated company financial performance. Reconciled bank statements to clients' books and prepared financial statements from client documents. Reviewed accountant Æs book entries to ensure accuracy of the G/L.Quarterly and annual tax preparation. Reported and consolidated company financial performance. Coordinate with banking institutions the approval or rejection of lines of credit and commercial, real estate and personal loans. Accounts Payables, Accountants Receivables and Collections of outstanding invoices.Oversaw and managed the general accounting functions, including, but not limited to: accounts payable, accounts receivable, general ledger Show less



RTC Resolution Trust Corporation

• Asset Manager

  • Jun 1988 - Aug 1995

  Develop, present, and help execute comprehensive management and optimization strategies for each asset. Adhered to all federal and state compliance guidelines for retail mortgage lending Monitor cash flow, distributions and returns. Create strategies and communicate recommendations to maximize total return for each asset and increase property values over time; coordinate and execute successful asset dispositions and refinancings. Ensure adherence to budgets and business plans and effectively communicate changes to management for approval. Modify business plan strategies as needed based on operating results and changing fund/investor objectives. Successfully partner with internal and third-party property management teams, including working with Property Managers, Regional Managers, leasing staff and marketing personnel. Review financial reporting and variance analysis and coordinate with accounting personnel to ensure that financial statements are accurately presented. Coordinate asset servicing and reporting responsibilities with internal departments to ensure proper tracking and timely and accurate reporting. Perform asset-level valuation reviews and hold-sell analysis as needed, including gathering market data, reviewing property performance and measuring each asset against its budgets and goals. Analyze projected capital projects to determine feasibility in regards to hold period. Draft asset cash forecasts and capital call documents/memos as needed. Various projects as needed relating to asset strategy. Show less



Continental Savings and Loan

• Executive Secretary For VP Loan Asset

  • 1986 - 1988

  Assisted in the analysis and due diligence of financing recommendations for investment committee Built and maintained loan and asset valuation and cash flow models. Assisted with managing the closing process. Produce loan and asset-level reporting on a periodic basis. Assist in periodic investment valuation and business plan processes. Update and maintain various proprietary databases which track loan, asset, borrower, guarantor, insurance, tax and cost data to increase the accuracy of portfolio reporting Adhered to all federal and state compliance guidelines for retail mortgage lending. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans. Researched and resolved customer issues on personal savings, checking and lines of credit accounts. Maintained confidentiality of bank records and client information. Secretary to the Loan Acquisition Vice President. Show less