Experience

Confluent Strategies
• United States
• Financial Services
• 1 - 100 Employee
• Corporate Revenue Officer

  • Jan 2021 - Present


Equifax

• United States
• Financial Services
• 700 & Above Employee

• Channel Manager

  • Apr 2007 - Present

  As Channel Manager for the Sales Agent Program, I manage key accounts in the financial services industry. Responsible for establishing and developing key executive level relationships with banks and credit unions while applying up to date knowledge of Equifax products and services to meet and exceed established revenue and sales goals.

• Interconnect Criteria/Credit Policy Specialist

  • Oct 2001 - Mar 2007

  Worked with customers, sales consultants and fulfillment resources to develop custom criteria\credit policy requirements for Decision Power\Interconnect solutions. Provided consultation and support to customers on multi-bureau decision logic including criteria elements, attributes and models. Provided consultation and support to customers to ensure specifications met expectations. Performed customer criteria audits to ensure quality and to assist in validating policy decisions. Assisted in development if attribute definitions for use in Decision Power\Interconnect. Developed criteria\attributes for pre-configured solutions such as DP Express, Prospect Chex, etc. Provided ongoing consultation with existing customers as needed to ensure customers gain full utilization of their application criteria. Gathered competitive data to assist in identifying file quality opportunities and expanded multi-bureau capabilities.

• Relationship Manager in the Atlanta-Winston Salem Area

  • Jul 1999 - Oct 2001

• Credit Marketing Services Account Manager

  • Sep 1995 - Jul 1999

• Credit Marketing Services Project Manager

  • Feb 1992 - Feb 1995

• Account Manager

  • Nov 1989 - Feb 1992

• Customer Service Representative

  • May 1989 - Nov 1989