Experience

PPC LOAN

• United States
• Financial Services
• 1 - 100 Employee

• Senior Relationship Manager

  • Sep 2022 - Present

  As a Senior Relationship Manager at PPCLOAN, it is my responsibility everyday to collaborate with potential clients with the common goal of providing funding for the acquisition or merger of Allstate insurance agencies as well as investment advisory practices. From initial conversations with numerous clients, to analyzing buyer and seller financials, to preparing underwriting presentations, there are a wide variety of responsibilities and skills required to excel in this position.

• Financial Analyst

  • Jun 2016 - Sep 2022



Check `n Go

• United States
• Financial Services
• 400 - 500 Employee

• Customer Service Representative

  • Jul 2015 - May 2016

  • Responsible for taking and processing customer loans of up to $3,000 daily • Consistently made up to 200 customer phone calls a day to ensure timely repayment • Created, maintained, and updated customer files on an hourly basis • Developed Strong Customer Relationships • Responsible for taking and processing customer loans of up to $3,000 daily • Consistently made up to 200 customer phone calls a day to ensure timely repayment • Created, maintained, and updated customer files on an hourly basis • Developed Strong Customer Relationships