Experience

Working Capital Marketplace

• United States
• Financial Services
• 1 - 100 Employee

• President Of Sales

  • Apr 2022 - Present

  Miami, Florida, United States



Madison Parker Finance

• Business Analyst & Senior Account Manager

  • May 2016 - Jul 2020

  Nesconset, New York • Manage outbound calling campaigns to convert leads into consistent revenue. The responsibilities included working as a liaison between the clientele, capital investors, and lenders amongst other parties to ensure an optimal solution for our clientele and our capital partners. • Consult prospective merchants on the inadequacies faced by their businesses and resolved these problems whilst reducing client expenses and cash outflow. Analyzed financial and bank statements for clients to… Show more • Manage outbound calling campaigns to convert leads into consistent revenue. The responsibilities included working as a liaison between the clientele, capital investors, and lenders amongst other parties to ensure an optimal solution for our clientele and our capital partners. • Consult prospective merchants on the inadequacies faced by their businesses and resolved these problems whilst reducing client expenses and cash outflow. Analyzed financial and bank statements for clients to qualify their business for various programs preferred by investors. • Influence investors and lenders to authorize over $1 million in working and operating capital for our clientele. Negotiated on behalf of clients with investors, lenders and credit reporting agencies to facilitate the application from initial sales call till final closing. Show less



New York Small Business Development Center

• Senior Research Associate

  • Jun 2015 - Aug 2015

  Stony Brook, New York • Conducted client intakes and analyzed their business for efficiency and operational issues. The responsibilities included but not limited to, business research, client catered analysis, historical analysis and outreach. • Collaborated with business counselors to offer the most optimal solutions to New York State business owner's stricken with financial difficulties and offering relief for business's affected by natural disasters. Delivered operational advice and financial assistance… Show more • Conducted client intakes and analyzed their business for efficiency and operational issues. The responsibilities included but not limited to, business research, client catered analysis, historical analysis and outreach. • Collaborated with business counselors to offer the most optimal solutions to New York State business owner's stricken with financial difficulties and offering relief for business's affected by natural disasters. Delivered operational advice and financial assistance through either state grants or alternative capital acquisition methods. Show less



Accelerated Information Systems

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Business Analyst

  • Jul 2014 - Sep 2014

  Hicksville, New York • Certified by Association of Information and Image Management (AIIM) as an Information Governance Practitioner. • Analyzed clients’ business processes and challenges to offer relevant software solutions in order to promote efficiency and minimize costs. Considered clients’ regulatory, legal and operational requirements to conduct information governance through enterprise content management. Increased operational efficiency through process automation and workflows.



US Mortgage Corporation

• United States
• Financial Services
• 100 - 200 Employee

• Mortgage Loan Originator

  • Jun 2013 - Mar 2014

  Melville, New York • Licensed through the National Mortgage Licensing System (NMLS). Facilitated and analyzed loan transactions from completion of the application to closing of loan. Acted as the main facilitator for communications between the Mortgage Advisor, sourcing agents, customers, and vendors. • Prepared loan files for processing, followed up on application details not fulfilled, communicated with all parties of the transaction, and obtained required information conditions directly from the… Show more • Licensed through the National Mortgage Licensing System (NMLS). Facilitated and analyzed loan transactions from completion of the application to closing of loan. Acted as the main facilitator for communications between the Mortgage Advisor, sourcing agents, customers, and vendors. • Prepared loan files for processing, followed up on application details not fulfilled, communicated with all parties of the transaction, and obtained required information conditions directly from the borrower. • Performed fiduciary duties to clients and managed to reduce their monthly payments through detailed analysis and strict adherence to state and federal regulations. Processed and maintained confidential information pertaining to clients, credit reporting agencies, loan servicing and insurance providers. Show less



Greshin, Ziegler & Amicizia

• United States

• Summer Intern

  • May 2010 - Aug 2010

  Smithtown, New York • Researched and reported precedents for the case assigned, assisting Vincent Amicizia in day-to-day duties. • Contributed to the drafting of appeals and motions applicable to each complaint presented. • Composed concrete notes on interactions, files, and documents to assist Vincent Amicizia and detracted a beneficial and rewarding experience as an intern.