Experience

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  Kinetic Advantage

  • United States
  • Financial Services
  • 100 - 200 Employee

  • Strategic Portfolio Manager

    • Jul 2022 - Present

    • Oversee a $60+ million portfolio of commercial automotive line of credit loans.• Tasked in creating a new financial assessment process in which predictive indicators were developed to manage large exposure clients. This led to a reduction of $12 MM+ in credit losses. • Report and Collaborate with all company stakeholders: C-Suite, Divisional, and Regional level to implement strategic Risk and Growth initiatives. • Perform various portfolio stress tests and implement new strategies to mitigate credit losses. • Collaborate with Audit, Lending, Risk, and Field Operations to align goals. •Aggregate, analyze, and deliver key KPI, Financial Review, Audit, and Risk Scoring trends at both the portfolio and account level.• Co-Developing Kinetic Select, a new company division which will provide a concierge consultative model for the companies largest exposure clients.• Review UCC filings, Clear, Credit, Plaid, Orculus, Lending Data, Salesforce, Hubspot, and Microsoft Power BI.

  • Regional Operations Manager

    • Apr 2022 - Jul 2022

    • Tasked to develop, hire, and build out of the Strategic Portfolio Manager Position. • Assisted with management of the Southeast Region consisting of 7 markets, developing staff, dealer partners, retention rates, and risk mitigation.

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  JP Freeman Enterprises Inc.

  • Dallas/Fort Worth Area

  • President

    • Apr 2009 - Present
    • Dallas/Fort Worth Area

    • Designed an E-Commerce website platform utilizing SEO, market analysis, website coding, design, along with third party applications integration.• Surpassed $1.8 million in company gross revenues.• Invested profit proceeds into real estate rental and stock portfolios.• Experienced in renovation ...

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  NextGear Capital

  • United States
  • Financial Services
  • 700 & Above Employee

  • Performance Manager (Remote)

    • Aug 2018 - Apr 2022

    • Managed a portfolio of 100+ commercial automotive dealer accounts consisting of $25+ mil in receivables with yearly revenues of $3+ mil.• Responsible for the life cycle of the Client: pricing, growth, risk, remarketing, using data analytics tools such as Tableau and specialized lender software.• Utilized The Challenger Sales Model providing consulting solutions for clients to improve business processes & revenue.• Assisted Region with conference calls, budget forecasting, special projects, policy implementation, hiring and employee coaching.• Cross-Sold DMS, Vin Acquisition, and Auction Software.

  • Account Executive (Remote)

    • Sep 2011 - Aug 2018

    • Created and split 2 markets in the Dallas-Ft. Worth Area consisting of 120+ automotive dealer accounts.• Oversee all aspects of a commercial automotive dealer loan portfolio consisting of line of credit loans in excess of $12+ million.

  • Sales Executive (Remote)

    • May 2011 - Sep 2011

    • This role consisted of fully planning and implementing a sales plan without supervision.• Held company record for new business development during tenure.• Promoted to Account Executive after four months of hire.

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  Citi

  • Dallas/Fort Worth Area

  • Branch Manager

    • Oct 2005 - May 2011
    • Dallas/Fort Worth Area

    • Took over the lowest producing branch in the state and turned into the top location within nine months. Promoted to three branches during tenure.• Originated and serviced over 2,500 real estate, personal, and auto-secured loans with branch receivables of $30+ million.• Developed a team of eight...

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  Mortgage Assistance Corporation

  • Dallas, Texas

  • Intern & VP Assistant

    • Jun 2004 - Nov 2004
    • Dallas, Texas

    •Intern, assisting the CEO and all departments in the acquisition of Non-Performing Distressed Real Estate Note Pools of $100+ mill 1st and 2nd liens. • Performed Due Diligence to assess note quality such as BPO's, Appraisals, Property Tax Reviews, Deed Examinations, and Contract Review.• He...