Experience

Crossroads Equipment Lease and Finance

• United States
• Financial Services
• 1 - 100 Employee

• Documentation & Closing Specialist

  • Apr 2022 - Present



Targeted Lending Co., LLC

• United States
• Financial Services
• 1 - 100 Employee

• Documentation Manager

  • Aug 2020 - Apr 2022



Blue Bridge Financial, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Documentation Supervisor

  • Sep 2016 - Aug 2020

  Buffalo, New York



United Auto Credit Corporation

• United States
• Financial Services
• 200 - 300 Employee

• Senior Funding Analyst

  • Aug 2014 - Sep 2016

  As a Funding Analyst I perform a variety of loan processing and funding duties within a fast paced office and will be responsible for achieving the following three goals: providing a high level of service to the dealer body, ensuring potential risk is minimized for the Company through accurate and thorough verifications and to have a consistent and high level of communication with internal and external customers while meeting monthly quotas. This position interfaces with our Area Managers… Show more As a Funding Analyst I perform a variety of loan processing and funding duties within a fast paced office and will be responsible for achieving the following three goals: providing a high level of service to the dealer body, ensuring potential risk is minimized for the Company through accurate and thorough verifications and to have a consistent and high level of communication with internal and external customers while meeting monthly quotas. This position interfaces with our Area Managers, Automobile Dealers, Customers, and Credit reference sources on a daily basis so the ability to provide top notch customer service while efficiently multi-tasking is a must. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Communicate with Area Managers and Dealers in regards to the status of the loan applications being worked. Ensure submitted contracts and loan packages are complete, accurate and reflect proper approval authorities relative to the underlying credit decision. Ensure contracts submitted for funding have been accurately completed, specifically Truth-In-Lending and Regulation Z disclosures and ensure the accurate calculation and proper disclosure of federal or mandated fees. Accurately complete employment, residence or landlord, and income verifications on transactions submitted for funding and point out any variance to the original decision. Closely inspect loan package documentation for suspicious or fraudulent documentation. Learn and comply with all United Auto Credit Corporation’s underwriting policies and procedures. Build strong working relationships with the Sales/Marketing Team, Credit Team and Dealership Body. Perform other related duties as required or as assigned.

• Internal Area Manager

  • Dec 2012 - Aug 2014

  This position plays a vital role in the Sales and Marketing of UACC products and services to automobile dealerships within an assigned territory through successful sales calls over the phone. As an Internal Area Manager, I am responsible for building the relationship with dealerships and acting as the first line of contact for them as it relates to issues in underwriting and funding within your territory. I make cold calls and take inbound calls from dealerships to build relationships and… Show more This position plays a vital role in the Sales and Marketing of UACC products and services to automobile dealerships within an assigned territory through successful sales calls over the phone. As an Internal Area Manager, I am responsible for building the relationship with dealerships and acting as the first line of contact for them as it relates to issues in underwriting and funding within your territory. I make cold calls and take inbound calls from dealerships to build relationships and capture the business; this includes analyzing the territory potential and coming up with the game plan to achieve the target monthly goal and making adjustments to the game plan as the month progresses to achieve the desired goal. The Internal Area Manager is responsible for selling new business, increasing the penetration of the existing customer base, maintaining high quality customer satisfaction and retention as well as increasing market share in assigned territories over the phone.



Audi Charlotte

• United States
• Automotive
• 1 - 100 Employee

• Business Development Coordinator

  • Jan 2010 - Jun 2010

  General Manager's assistant