Ankit Bhasin Email & Phone Number

New York, NY, US

New York, New York, United States

New York City Metropolitan Area

Greater New York City Area

• Manage a robust client portfolio and relationships with brokerage partners for an organization that provides crucial funding to small businesses across North America to help them achieve their business goals
• Leverage data to perform an analysis of existing client accounts; assessed industry type, credit score and financials as well as underwriting models to support small business financing decisions
• Provide existing clients with a high level of service to drive renewal business across assigned accounts; achieving both Presidents Club and Salesman of the Quarter awards
• Pivoted to conducting analysis of client accounts to determine eligibility for PPP loans; assessed clients P&L, payroll, tax returns and supporting documentation
• Partner with client services, risk, underwriting teams as well as leadership to enhance profitability
• Deliver guidance and mentoring on products and services to Renewal Sales Associates and Representatives

New York City Metropolitan Area

• Managed active small business clients with loans of varying sizes; conduct ongoing analysis of stakeholder accounts to determine eligibility for loan renewals.
• Cultivated relationships with referral partners consisting of brokers across various industries
• Generated new loans funded, achieving 125% of goal and leading to a president’s club selection as well as 2-time salesman of the quarter and 4-time salesman of the month awards
• Partnered with processing, fraud, management and marketing to enhance the client experience
• Collaborated with underwriting teams to compile financials, assess tax returns and P&L statements to pitch funding options to clients, while maintaining full flexibility over the loan decision

• Brought on to bring bank dormant accounts that had been inactive for 90 days; owned the full sales cycle including the initial call, originating the application and the approval phase.
• Collaborated with underwriting teams and key clients to structure unsecured business loans and lines of credit
• Revived and grew dormant accounts by actively making outbound phone calls to key decision makers; exceeded all quotas which led to being awarded best new comer and best monthly salesperson

Harrisburg, Pennsylvania

• Developed rapport with 65 business owners in the Harrisburg City area; increased sales by 15% against same period previous year
• Obtained competitors price points in order to compete and gain market share

Hicksville, New York

• Originated and closed alternative financing for small businesses across America
• Created term sheets outlining conditions of prospective financing offers and assisted underwriters with research
• Participated in Investment Committee and Underwriting Committee meetings Selected Transaction Experience:-Assisted in providing financing for a medical practice to renovate and purchase new equipment worth $130,000.