As a Senior Customer Manager, I managed 70% of Roostify’s AAR including our largest client, one of the world’s largest financial institutions. I served as the primary point of contact working with key Director, VP, and C-suite stakeholders to ensure our digital mortgage experience fulfilled their needs. I was also the main point of contact for Roostify’s Product, Project Management and Engineering teams when it comes to client feedback, new features and functionality and upselling. I also identified and presented opportunities to Roostify’s leadership for improved reporting to track success criteria, SLAs, ticket trends, and current and future projects. This reporting was focused on improving accuracy, accountability and transparency between Roostify and our clients. In addition, I created a business case including all of the foundational elements and reporting needed to establish a SDR/BDR function within the Sales department. Lastly, I served as a founding member of Roostify’s Rising Leaders ERG aimed at assisting young professionals with their professional development ambitions.

As a Relationship Manager within the Banking-as-a-Service (BaaS) team, I ensured my fintech clients received the banking services and support they needed to operate. I managed 28% of the BaaS’ $550M deposits base. I established trust with my fintech clients by learning about their business, understanding their goals and objectives, liaising with various internal teams to quickly identify and resolve issues, and maintaining regular check-in cadences. During my 6 months with LendingClub Bank, I identified, led, and completed various projects aimed at improving our operational effectiveness including reporting, client engagement, deposit tracking, new product features and functionality, and centralizing all BaaS-related knowledge. I viewed these projects as foundational to transforming the BaaS offering into a scalable, robust business line for LendingClub Bank. I worked with members from our Data Analytics, Cash Management, Deposit Operations, Finance & Accounting, IT, and PMO teams to complete these projects. I also served as an onboarding buddy for new hires.

As an Account Manager, I built meaningful relationships with clients by understanding their cyber security business drivers and delivering superior managed service experiences. I managed 50% of CyberMaxx’s clients where I focused on nurturing our client relationships, educating clients on the services they were using and identifying opportunities to expand the relationship. I engaged with my clients regularly to improve their overall security posture through technical discussions, business reviews, and alerts identified by our security operations team. Prior to leaving in August of 2021, I achieved 114% of my annual revenue target including retaining 100% of clients.I also served as the onboarding project manager for all clients focused on delivering an expedient time to first value. This included delivering an implementation roadmap, establishing regular meeting cadence to ensure milestones are achieved and new ones understood, troubleshooting issues, and ultimately transitioning to our 24x7 managed service.As an active member of the Account Management team, I developed and delivered client-focused programs, facilitated team collaboration and created efficiencies where possible to scale the department and organization. This included working with the executive and leadership teams through our client web portal redesign, representing and advocating for client specific feedback and liaising between CyberMaxx and our third-party analytics provider. I also helped onboard and educate team members that are new to the organization to ensure continuity of business practices and synergies across teams.

I focused on outreach to Financial Institutions and Healthcare organizations serving as the main cold outreach business development representative. During my time as a SDR, I set-up over 100 SQLs, with a 75% meeting completed rate. The efforts of the SDR program resulted in nearly $1M in qualified sales pipeline.I was responsible for scheduling introductory discussions with decision makers interested in managed security services. To identify potential targets, I would develop contact lists using various tools available including LinkedIn, ZoomInfo, Definitive Healthcare, Hunter.io, and general web search.

As a CDA, I spearheaded the lead generation efforts to drive outbound, inbound and referral leads. I identified prospects through research of the target organization and the targeted individuals. This research allowed me to deliver crafted, prospect-specific messaging through call scripts, emails and live discussions with each target.In 2018, the Client Development Associate (CDA) position was an experiment with no expected sales goals set for the year. Despite this, I generated $1.02M in new business, which accounted for 56% of all new business generated for the calendar year. I also assisted the Head of Sales with verifying, documenting and closing an additional $4M in new and expansion business in 2018.To ensure Core10 was aware of and capitalizing on industry trends, I attended conferences and events, such as Finovate Spring, TABB Forrum’s Fintech Festival, Boston Fintech Week, DC Fintech Week, and RegTech Enable. My presence at these events also allowed me to further push Core10’s name into the market and generate leads.In addition to CDA responsibilities, I took on the internal role of Platform Manager for our DealCloud CRM. This position was put in place to help with the migration from our previous CRM to DealCloud CRM, cleansing and reviewing data uploaded in the CRM, building reports for impactful pipeline and deal management, and communicating to leadership the effectiveness of prospecting and new business sales prospects through accessible reporting.

Given my experience in commercial loan underwriting, financial and corporate strategy, I sought consulting opportunities in 2017 centered around these focus-areas. During this time, I underwrote three (3) factoring facilities, ranging from $500k to $1M for a boutique lender, analyzed financial statements and created a pro-forma for a social impact commercial real estate developer seeking equity capital, and led the business development efforts for an on-demand transportation service by developing and executing go-to-market strategy, and educating and onboarding partners.

I analyzed and reported on community solar initiatives in Washington, DC, New York, and Massachusetts for a client looking to better understand these markets. My reporting included a cost-benefit analysis to inform the client on the necessary pricing in order to make any projects in these markets viable. I also led the execution of an educational webinar for a client with a digital collection solution. I oversaw the development of collateral, prepared panelists, coordinated a dry-run, and ensured proper execution of all post-event deliverables.

As the Strategic Partnerships Manager, I leveraged my financial services background to identify opportunities for ID.me’s Identity Gateway to be used by organizations within the financial services industry. I managed all outreach efforts for my targeted vertical and all channel partner development by researching the identity verification requirements and painpoints, creating targeted messaging, identifying target prospects, and leveraging Salesforce to track my activities.In addition to managing these leads and partnerships, I evaluated applications and service providers to improve my lead and partner conversion outreach process from an efficiency and effectiveness perspective. Lastly, I identified opportunities for industry recognition through conference attendance and appropriate award applications, to improve ID.me’s recognition within the financial services space and ultimately positioning ID.me for long-term success.

As an Underwriter, I underwrote and closed over $33M in commercial and industrial loans. I maintained relationships with clients’ executive members and key stakeholders, coordinated with internal and external parties to structure deals and prepare legal documentation, and reported directly to the Chief Credit Officer and other executive members. To credit risk I performed in-depth research utilizing financial statements, tax returns, the Internet, CT Lien, Dunn and Bradstreet, Experian, IBIS World and LexisNexis. I also managed the orientation process for new members to the Underwriting team. Lastly, I identified and successfully campaigned for essential add-on services to improve processes.

As a Credit Analyst, I managed a portfolio of loans consisting of equipment leasing and financed assets. This role included daily monitoring, reviewing financial statements, and preparing risk reports to ensure compliance with internal and external stakeholders. In April 2012, I joined a new portfolio consisting of insurance-backed loans. During my time in this portfolio, I underwrote and closed $26M in loans of the $40M portfolio. I also created financial and underwriting templates to streamline the evaluation and approval process, coordinated with internal and external parties to structure and document loans, and created templates to streamline processes. I was also able to establish relationships with brokers and agents to broaden our market presence and grow deal flow.

As a Senior Account Executive, I continued to manage my portfolio of syndicated loans and then expanded my portfolio to include equipment leases and financing as well as evaluating expansion opportunities and presented the results to my Portfolio Manager, consulting with members of the Healthcare Real Estate Group to develop a portfolio allocation process leveraging their staff and utilizing CapitalSource’s asset management system, working with distressed loans in various chapters of bankruptcy, and leading an in-house presentation on risk reporting to ensure consistency across all departments.

As an Account Executive, I managed a $600M portfolio of syndicated corporate loan debt, evaluated and analyzed financial statements to assess risk and maintain integrity of credit reporting, attended recruitment job fairs and conducted interviews for vacant positions, and mentored summer interns and new hires.