Dynamic, ambitious and experienced Financial Service Professional eager to integrate education, experience and strong customer service skills toward supporting the bottom-line performance of a progressive organization. Extensive knowledge of account management, underwriting, lending and closing procedures. Core competencies include:
Develop Business Relationships
Create and Execute Business Plans
Cultivate Customer Relationships
Decision Making/Problem Solving
Educate Clients on Products
Excellent Presentation Skills
Identify Key Decision Makers
Prospect and Identify New Customers
Quick to Gain Trust /Confidence
Proficient in FactorSQL Database
Proficient in Cadence-FactorSoft Database
Member, American Association of Notaries (Xxxxxx Notary) and Young Leaders Society of United Way of Xxxxxx
Ohr Somayach Tanenbaum College, Jerusalem, Israel (2004) Masters Degree, Judaic Studies
University of Xxxxxx at Austin, Austin, TX (2001) Bachelor of Arts, Psychology, Minor in Jewish Studies
Interstate Capital Corporation, Santa Teresa, NM (2004 to Present)
Underwriting/Closing Specialist (2005 to Present)
Interact with US, Canadian and Mexican clientele to provide factoring services for business lending needs.
Verify legal compliance, due diligence screening, credit checking and ensure that there are no IRS liens against organizational assets.
Deliver world class customer service experience resulting in satisfied customer, repeat and referral business; act as liaison between clients, sales and credit department to provide information and secure the sale.
Verify, confirm and ensure fraud detection of clients first funding; integrate requirements of the Uniform Commercial Code (US) and Personal Property Security Act (Canada) to process screen and file for funds.
Account Manager (2004 to 2005)
Provided account management leadership for a portfolio of 50 US, Canadian and Mexican clients; leveraged strong grasp of Spanish to communicate with non-English speaking clientele, and promoted factoring products and services.
Verified invoices, performed due diligence, and offered fraud protection services to assure minimum risk of loss.
Performed extensive collections, prepared summary reports and ensured current tax payments were accurate; maintained accountability for the approval and release of funds to clients.
Madras Pavilion, Austin, TX (2000 to 2001) - Kashrut Supervisor
Performed daily checks to ensure that all items complied with kosher laws, and acted as liaison between the Rabbi and the restaurant operations team.
EGS Research and Consulting, Austin, TX (1999 to 2001) - Data Entry Specialist
Interpreted source documents and entered data into specific data fields in excel spreadsheets; compiled, sorted and verified accuracy of entries and maintained logs of completed work.
Echo Hill Ranch, Medina, TX (2000) - Camp Counselor
Provided instruction and interaction for Spanish speaking campers; organized, led and promoted interest in recreational activities, explained principles and techniques to participants, and fostered an interest in the sport among participants.
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