Experience

LendingPoint
• United States
• 1 - 100 Employee
• Relationship Manager

  • Jul 2020 - Present


CAN Capital

• United States
• Financial Services
• 100 - 200 Employee

• Partner Account Manager

  • Jan 2014 - Apr 2020

• Sales and Business Development Relationship Manager

  • Mar 2011 - Jan 2014

  Sales and Business Development Relationship ManagerStrategically and effectively acquire, manage and grow profitable account relationships with businesses in an assigned portfolio by deepening existing customer relationships and acquiring new merchant accounts. Partner with existing customers in order to fully understand their business goals, strategies and challenges. Proactively assess financial needs in order to formulate a business plan and deliver effective variety of financial products and solutions to ensure revenue growth. Partners with other financial institutions and lines of business to deliver the full complement of CAN products and services. Show less

• National Sales Program Administrator

  • Feb 2008 - Mar 2011

  Managed and maintained current referral partner relationships and programs while administering sales reports charting client/merchant activity for National Sales Team. Provided statistical support that documented sales forecasts, projections and management reports.

• Contract Administrator/Underwriter/Merchant Processing Specialist

  • Apr 2005 - Feb 2008

  Prepared contracts for implementation of the Merchant Cash Advance for Funding and Merchant Processing Partners to ensure compliance with terms, conditions, rights and obligations of the agreement. Documented any changes to agreements and performed all aspects of Underwriting and closing process once all parties had met obligations.



Unibind

• Spain

• Lead Customer Account Representative

  • Jan 2001 - Dec 2004

  Ensure excellent customer service by managing and increasing account base, providing outstanding sales and service, engaging in daily interaction with customers via various communications vehicles, controlling pricing, new product launch and product availability. Increased revenue by facilitating high volume inbound/outbound calls, researching and investigating consumer complaints and tracking misrouted shipments. Assisted in hiring and training of new employees by monitoring activities and providing feedback on areas of improvement. Show less