Experience

Hitachi Capital America Vendor Services

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Apr 2015 - Present

  • Account management, grow and maintain operational relationship with assigned B2B vendors programs within the healthcare channel at all levels. • Build relationships with vendor sales representatives and sales management to uncover needs and promote finance and lease products and services by phone and in person. • Plan, develop and execute initial program roll­out, preparation of program materials, training tools and sales presentations, including processes and procedures for new vendor programs. • Present, promote, and sell finance and lease products and services, including marketing strategies, sales techniques, and provide vendor sales training. • Travel to assigned vendors for quarterly and annual executive reviews, training and program management related issues. • Manage the day-to-day transactions associated with assigned vendor programs and cross functional teams at Hitachi Capital America, from initial quote to application submission, through vendor funding. • Promote lease and finance products including calculating complex lease rates for vendor programs, to include discounted lease rates, graduated payments, annual lease rates, cost per use, bridge to budget, and other structured finance programs. • Develop and introduce new leasing and financing products including working capital and revolving lines-of-credit. Show less



Patterson Companies, Inc.

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Equipment Finance Representative

  • Oct 1997 - Feb 2015

  •Worked in the executive office for this large dental, veterinary and medical supply company named to the Forbes 2014 list of top 100 most trustworthy companies. •Solidified relationships with corporate leaders, sales representatives, branch managers, dentists, veterinarians, doctors and manufacturer representatives throughout the United States.•Critical thinking, analytics, aggressive sales initiatives and B2B sales strategy resulted in growth from $55M to over $400M.•Consulted with sales representatives and customers for all company divisions on financial services and products; benefits, return on investment, tax advantages, terms and monthly promotions.•Extensive knowledge and understanding of dental and veterinary equipment, merchandise and services led to finance closures ranging from $5,000 to $500,000. •Participated and provided professional representation for the company by traveling 45% of the year for trade shows, symposiums, training and sales events. Results showed increased sales, stronger customer relationships and provided company with a known, strong, knowledgeable and likable representation.• Successfully trained, utilizing PowerPoint presentations, 2,500 Sales Representatives at 90 national branch locations on financing. •Designed and developed Online Credit Application system for in-house financing programs that resulted in better time management, more accurate information and customer satisfaction.•Collaborated on developing advertising plans and marketing promotional materials to support company and vendor partner finance objectives.•Utilizing Excel spreadsheets, created and maintained payment-quoting templates for use by organization, resulting in efficiencies, reduced errors, and ease of use.•Built the Installment Contract document system in Excel that completely changed and improved how financing documents were created companywide.•Managed interim funding process, approval of expenditure request and preparation of documents. Show less

• Credit Administrator

  • Mar 1996 - Oct 1997

  Hired to work in the credit department as a Credit Administrator where I effectively managed the finance contract portfolio for 20 branches nationwide.• Handled customer service inquiries and resolved customer concerns through strong listening and communications skills.• Contracted customers for payment and installation contracts. Successfully developed a rapport with customers that alleviated several collection problems.



St. Paul Linoleum & Carpet

• Credit Manager, Bookkeeper

  • Jun 1988 - Mar 1996

  Hired as an accounting assistant, and promoted to the Credit Manager role. • Overall responsibility for accounts receivable, averaging $1.3 million monthly. • Established lines of credit for potential new customers. • Analyzed credit history and approved all credit sales prior to release of material. • Prepared and sent monthly account statements to customers. • Maintained weekly payroll for 90 employees. • Managed the employee fringe benefit payments, union dues payments and payroll savings plan. • Member of quality improvement team and opportunity for improvement committee. • Liaised with Sales, Marketing and Accounting to ensure consistent credit applications and update status of customers and sales. • Twice awarded the Employee of the Month Award Show less