Experience

Wells Fargo Equipment Finance Company

• Canada
• Financial Services
• 1 - 100 Employee

• Sr. Commercial Loan Closing Specialist

  • Apr 2020 - Present

  Complete complex lease and loan funding audit activities for specialty markets (includes capital markets). Manage variety of ongoing and rolling projects, provide support/training to team members on process/policy changes, serve as escalation point for business and engage as tester during system updates/changes.

• Senior Transaction Coordinator

  • Mar 2018 - Mar 2020

  Responsible for review and funding of moderately complex commercial lease and loan documentation for equipment financing. Functions include auditing transaction structure and documentation ensuring compliance with company policies and approved credit parameters, funding approval and disbursement.



Octane Fitness

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Commercial Sales Support

  • Feb 2014 - Mar 2018

  Provide administrative support to assigned sales representatives and commercial accounts. Responsible for sales quote preparation, order placement, scheduling of equipment installations, and completing post installation contact with customers to ensure that Octane Fitness equipment and service has exceeded expectations. Provide administrative support to assigned sales representatives and commercial accounts. Responsible for sales quote preparation, order placement, scheduling of equipment installations, and completing post installation contact with customers to ensure that Octane Fitness equipment and service has exceeded expectations.



CoBank

• United States
• Banking
• 700 & Above Employee

• Relationship Services Specialist I

  • Aug 2010 - Feb 2014

  Managed relationship and documentation services to assigned accounts. Responsible for task prioritization, quality documentation and delivery of equipment lease contracts. Worked in a team environment, collaborating with customers, vendors, asset management, credit, and closing to ensure that lease origination commitments were fulfilled. Provided periodic status updates to Leasing Delivery Services (LDS) leadership and relationship managers. Served as an alternate point of contact for partners and customers when relationship managers were unavailable. Participant in continuous improvement and employee engagement projects. Show less



Farnam Street Financial, Inc

• Account Manager

  • Oct 2003 - Oct 2009

  Managed internal processing of up to 20 capital equipment lease contracts at any given time, ranging in value from $250K to $5M. Proactively resolved issues with clients, third-party vendors, internal salespeople, and accounting department staff to meet customer equipment implementation deadlines. Initiated and implemented changes to internal processes that streamlined and conserved company resources. Managed internal processing of up to 20 capital equipment lease contracts at any given time, ranging in value from $250K to $5M. Proactively resolved issues with clients, third-party vendors, internal salespeople, and accounting department staff to meet customer equipment implementation deadlines. Initiated and implemented changes to internal processes that streamlined and conserved company resources.