Experience

RTS Financial

• United States
• Financial Services
• 500 - 600 Employee

• Senior Team Lead

  • Mar 2023 - Present

  Dallas, Texas, United States

• Business Development Manager

  • Mar 2018 - Present

  Overland Park, KS *Source and develop new business opportunities *Effectively present and explain financial products and their value to prospective clients *Manage and maintain a robust pipeline in order to achieve monthly sales goals *Negotiate spreads and maximize profitability on all new business *Cross selling multiple solutions in order to both (a) maximize performance/yield and (b) achieve consistency with strategies set by senior management *Continually refine all processes as necessary to… Show more *Source and develop new business opportunities *Effectively present and explain financial products and their value to prospective clients *Manage and maintain a robust pipeline in order to achieve monthly sales goals *Negotiate spreads and maximize profitability on all new business *Cross selling multiple solutions in order to both (a) maximize performance/yield and (b) achieve consistency with strategies set by senior management *Continually refine all processes as necessary to stay in front of customers in relevant industries *Other duties as assigned

• Team Lead

  • May 2019 - Mar 2023



RTS Financial

• United States
• Financial Services
• 500 - 600 Employee

• Supervisor

  • Feb 2017 - Mar 2018

  Overland Park, KS *Directly manage a team of Account Representative's responsible for overseeing designated client accounts *Work with Credit department to understand debtor risk issues; review concentration reports. *Submit performance reviews of Account Representative's on quarterly and annual basis. *Complete weekly and monthly reports for operations manager review. *Work With Account Representative's on process improvements and efficiencies. *Lead and Motivate Account Representative's to meet… Show more *Directly manage a team of Account Representative's responsible for overseeing designated client accounts *Work with Credit department to understand debtor risk issues; review concentration reports. *Submit performance reviews of Account Representative's on quarterly and annual basis. *Complete weekly and monthly reports for operations manager review. *Work With Account Representative's on process improvements and efficiencies. *Lead and Motivate Account Representative's to meet goals and expectations detailed in performance reviews *Effectively delegate daily tasks and special projects as they arise. *Manage daily work flow to meet the monetary needs of our clients *Administer policies and procedures passed down from upper management *Provide guidance and training to develop Account Representative's.

• Team Coordinator

  • Sep 2016 - Feb 2017

  Overland Park, KS •Serve as a backup to the Supervisor for team coverage. •Coordinate team billing duties, insurance/authority follow-up. •Assist in new employee training. •Monitor collections/client risk within the team •Complete weekly and monthly reports for operations supervisor review. •Interact with clients in all aspects of customer service. •Maintain customer records by updating account information. •Resolve product or service problems by clarifying the customer's complaint;… Show more •Serve as a backup to the Supervisor for team coverage. •Coordinate team billing duties, insurance/authority follow-up. •Assist in new employee training. •Monitor collections/client risk within the team •Complete weekly and monthly reports for operations supervisor review. •Interact with clients in all aspects of customer service. •Maintain customer records by updating account information. •Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. •Maintain financial accounts by processing customer adjustments. •Carry out regular risk assessments and ensure that procedures are in place and followed to minimize risk. •Recommend potential products or services to management by collecting customer information and analyzing customer needs. •Attract potential customers by answering product and service questions; suggest information about other products and services. •Prepare product or service reports by collecting and analyzing customer information. •Contribute to team effort by accomplishing related results as needed.

• Financial Account Representative

  • Feb 2016 - Sep 2016

  Overland Park, KS •Interact with clients in all aspects of customer service. •Maintain customer records by updating account information. •Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. •Maintain financial accounts by processing customer adjustments. •Carry out regular risk assessments and ensure that… Show more •Interact with clients in all aspects of customer service. •Maintain customer records by updating account information. •Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. •Maintain financial accounts by processing customer adjustments. •Carry out regular risk assessments and ensure that procedures are in place and followed to minimize risk. •Recommend potential products or services to management by collecting customer information and analyzing customer needs. •Attract potential customers by answering product and service questions; suggest information about other products and services. •Prepare product or service reports by collecting and analyzing customer information. •Contribute to team effort by accomplishing related results as needed.



State Street

• United States
• Financial Services
• 700 & Above Employee

• IFS Tax Administrator

  • Nov 2015 - Feb 2016

  Responsibilities include: Preparation of tax allocations for clients on a daily, monthly, and/or yearly basis Calculation of taxable income from underlying partnership investments Calculate underlying investment and partner level tax basis Assist business groups on tax compliance requirements Ensure business standards and client deadlines are met on a consistent basis Escalate client issues where necessary Attend department training and maintain knowledge of tax… Show more Responsibilities include: Preparation of tax allocations for clients on a daily, monthly, and/or yearly basis Calculation of taxable income from underlying partnership investments Calculate underlying investment and partner level tax basis Assist business groups on tax compliance requirements Ensure business standards and client deadlines are met on a consistent basis Escalate client issues where necessary Attend department training and maintain knowledge of tax laws Adhere to procedures in relation to all tasks Gain broad expertise on company products Build and maintain internal network of contacts Day-to-day communications with Boston Tax Team Communicate with managers on status of assignments/projects Provide/seek regular feedback to team leader Display effective team focus by assisting colleagues in their daily routine Positively influencing team morale in order to achieve set standards and goals Show willingness to assume additional tasks in order to share workload within team/department Display awareness of daily work levels and overall business needs by identifying and taking prompt action on priority items, displaying effective time management Show less



Marsh & Company P.A.

• Staff Accountant

  • Aug 2014 - Jul 2015

  Cost certifications – Audits of the project costs are required by the state housing agencies and they may require a mortgagor (owner), LIHTC, contractor and historic tax credit cost certification Financial model – We assist our clients in developing a financial model of the potential transaction and future year’s operations. If needed, we also provide guidance for state agency tax credit applications and guide developers to potential tax credit equity investors. Financial… Show more Cost certifications – Audits of the project costs are required by the state housing agencies and they may require a mortgagor (owner), LIHTC, contractor and historic tax credit cost certification Financial model – We assist our clients in developing a financial model of the potential transaction and future year’s operations. If needed, we also provide guidance for state agency tax credit applications and guide developers to potential tax credit equity investors. Financial statement audit – An audit of the annual financial statements is required by state housing agencies and equity investors. We are licensed in multiple states and work with a variety of tax credit equity investors. We tailor the audit reporting to meet the specific needs of each user of the report and plan and perform the audit to meet the reporting deadlines. Tax return preparation – We carefully prepare each return to meet the reporting requirements and deadlines unique to the LIHTC industry with specific emphasis on the requirements of the tax credit investor Show less