See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
James Thompson is a seasoned finance professional with extensive experience in commercial lending, portfolio management, and vendor finance. He has worked in various roles, including Account Manager, Collections Specialist, Program Manager, and Finance Manager, and has a strong educational background in Marketing from Merrimack College. He holds multiple certifications in AI, loyalty, and sales, and is based in Dover, New Hampshire, USA.

Credentials

  • 2024 Bronze Loyalty Tier
    Microsoft
    May, 2024
    - Apr, 2026
  • Copilot+ PC Commercial Accreditation 2024-2025
    Microsoft
    May, 2024
    - Apr, 2026
  • AI in Fintech Essential Training
    LinkedIn
    Dec, 2023
    - Apr, 2026
  • Artificial Intelligence Foundations: Thinking Machines
    LinkedIn
    Dec, 2023
    - Apr, 2026
  • Responsible AI: Principles and Practical Applications
    LinkedIn
    Dec, 2023
    - Apr, 2026
  • What Is Generative AI?
    LinkedIn
    Dec, 2023
    - Apr, 2026
  • Microsoft Copilot Partner Bootcamp — FY24 Participant
    Microsoft Global Partner Solutions (GPS)
    Oct, 2023
    - Apr, 2026
  • HPE Sales Certified - Edge-to-Cloud Solutions [2023]
    Hewlett Packard Enterprise
    Jun, 2023
    - Apr, 2026
  • Surface 2023 ExpertPath
    Microsoft
    May, 2023
    - Apr, 2026
  • Surface Accreditation 2023 Badge
    Microsoft
    May, 2023
    - Apr, 2026

Experience

  • Connection
    • Portsmouth, New Hampshire, United States
    • Account Manager
      • Nov 2020 - Present
      • Portsmouth, New Hampshire, United States

      We work together to connect people and businesses with technology that enhances growth, elevates productivity, and empowers innovation.

  • Delta Management Associates, Inc.
    • Dover, New Hampshire, United States
    • Collections Specialist
      • Nov 2018 - Mar 2020
      • Dover, New Hampshire, United States

      Providing superior client service in collections of Federal Student Loan Debt. Including Skip tracing, direct borrower contact and customer service and payment solutions.

  • Filling Factory
    • Dover, New Hampshire
    • Program Manager
      • Feb 2018 - Oct 2018
      • Dover, New Hampshire

    • Account Executive
      • Dec 2012 - Nov 2016

      In business since January 1991, Kingswood Leasing is a full service, family-owned and operated leasing company, specializing in leasing and financing programs for both vendors and end users, who are dealing with capital equipment transactions of all types. We provide capital for all types of organizations, from the largest corporations to mid-sized companies to individually owned businesses.

    • Finance Manager
      • Nov 2009 - Sep 2012

      Responsible for full sales cycle management. Prospecting and building lasting relationships with customers and vendors to build a portfolio of client businesses who continue to finance their equipment and technology needs and working capital needs over the course of the life cycle of their company. Partnering with equipment and technology vendors nationwide to offer financing to their customers.

    • Senior Advertising Executive
      • Jul 2008 - Jul 2009

      Responsible for internet marketing company advertising sales for FSBO and FRBO timeshares. Full sales cycle management. Average closing rate of 30-40 percent.

    • Senior Mortgage Specialist
      • Jun 2006 - Jul 2008

      Responsible for generating referral business, leads, and relationships with individuals, existing clients, past clients, and Real Estate Professionals. Taking thorough and complete loan applications; analyzing and pre-qualifying of applicant information to determine viability of the client's desired loan program. Provided guidance and information relevant to the risks and benefits of each program the applicant is qualified for.

    • Finance Manager
      • Sep 2005 - Jun 2006

      Responsible for full sales cycle management. Prospecting and building lasting relationships with customers and vendors to build a portfolio of client businesses who continue to finance their equipment and technology needs and commercial and residential mortgage needs over the course of the life cycle of their company. Partnering with equipment and technology vendors nationwide to offer financing to their customers.

    • Inbound Sales Representative
      • Jun 2005 - Aug 2005

      Responsible for inbound telephone sales of multiple products. Providing customer service and support.

    • Research Operator/Data Consultant
      • Jan 2005 - May 2005

      Exeter NH www.corpdata.us; Responsible for telephone research, adding to or refreshing data products resulting in accurate business intelligence and specialized research completed on time and to high quality. Contributing to the achievement of sales revenue and profit through data sales, email broadcasting, consultancy and other associated data services. Responsible for seeking, negotiating and closing business from new and existing customers.

Education

  • Merrimack College
    Marketing

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles