Responsibilities include the management and success of program relationships, with channels in syndication, broker, and OEM subsidy. Syndication - working with captive lending partners, we aim to maximize volume on a monthly basis, while meeting the needs of our partners. Syndications is the main portion of my job and requires meeting with executives internally and externally, to look at growth areas or areas for improvements. Additionally, working with operations, credit, asset management and legal is important as different scenarios arise. Total annual volume is 125MM/year and the transactions can range in size from 50M-5MM. Subsidy - working with original equipment manufacturers across the United States, we participate in subsidy programs and help them achieve their volume goals by being an exceptional financing partner. Subsidy business volume is 10MM/year and the transactions can range in size from 50M-500M. Broker - working with our broker partners, we aim to deliver a high approval rating and keep customers at all levels pleased. Broker volume is 10MM/year and transactions can range in size from 50M-2MM. All of these channels require a close working relationship with the credit and operations teams. Additionally, strong communication and organizational skills are required to set & negotiate monthly rates, as well as completing work in a deadline environment.

Working closely with regional managers, I provide sales support in a plethora of areas. I focus on taking our agribusiness leasing transactions from beginning to end, while appeasing our direct and indirect customers. Our transactions can range from 1M to 90MM. My areas of expertise in this role are: customer service, pricing, leasing, tax planning, transaction management, sales, and problem solving.

As an RSS, I handle the processing of lease components and ensure lease closures in a timely manner. Striving to give the best customer experience possible, I work diligently to ensure customer expectations are met from the beginning to the end of the transaction.

The primary duties of my position are to confirm the accuracy of all loan docs, interview customers, calculate income, speak with finance managers, detect fraud/handle fraud submission reports, control losses from service cancellations and many other aspects of auto finance. Improving my banking knowledge, I have been training with credit analysts for the last month as part of my career development. Between mortgage and auto finance my understanding of the banking world is vastly growing. Familiar with the following Wells Fargo systems: CRS, Filenet, LPS/FIDELITY, AS400, LIV, ITOP, GEM, EASE, and AFS.

Ensuring a well maintained balance in customers’ escrow accounts; I service loans through efficient and effective analysis.Emphasizing in escrow and insurance tasks, my goal is to learn and become more knowledgeable with the systems I come into contact with.