• Managed a book of $10 million with zero loss, averaging 20 to 25 clients at a time • Trained and mentored new members to the team on factoring process and day to day tasks • Took on role as team coordinator when manager was out on sabbatical • Reviewed invoices from clients to determine viability for funding • Maintained close client relationships to address needs and provide quality client services • Worked closely with brokers via phone and email to identify payment… Show more • Managed a book of $10 million with zero loss, averaging 20 to 25 clients at a time • Trained and mentored new members to the team on factoring process and day to day tasks • Took on role as team coordinator when manager was out on sabbatical • Reviewed invoices from clients to determine viability for funding • Maintained close client relationships to address needs and provide quality client services • Worked closely with brokers via phone and email to identify payment status • Performed regular auditing to identify potential fraud risks • Provided mediation between clients and brokers • Trained clients on how to upload invoices, check status of purchases, purchase history, and collection notes through RTS Pro system • Generated weekly reports to identify aging invoices that required follow up • Researched unassigned payments and worked with accounting department to apply payment correctly • Audited and reviewed other reps purchases for funding approval • Risk assessment of other rep’s accounts to define action items required to mitigate loss• Communicated with clients when invoices needed to be charged back due to non-payment • Performed UAT (user acceptance testing) when IT department deployed new features to the system Show less

• Part of the initial team established to stand up the escheatment department within the company • Defined and documented standard operating procedures for the escheatment process per state • Reviewed all legislative state laws and updated daily operations/procedures documentation when rules and regulations were changed• Trained and led new hires brought on to the team as the department grew • Worked closely with each state’s unclaimed property/escheatment departments and point… Show more • Part of the initial team established to stand up the escheatment department within the company • Defined and documented standard operating procedures for the escheatment process per state • Reviewed all legislative state laws and updated daily operations/procedures documentation when rules and regulations were changed• Trained and led new hires brought on to the team as the department grew • Worked closely with each state’s unclaimed property/escheatment departments and point of contacts to document and follow regulations for what each state classified as unclaimed or abandoned funds or properties• Analyzed accounts that were considered unclaimed or abandoned and had been classified as property to the state• Analyzed all data that states provide to determine which accounts were potentially escheatable • Analyzed state claims for returning shares back to a client; included reestablishing accounts and documenting transfer procedures • Worked closely with 3rd party vendors to analyze state reports and collect all relevant data to meet state deadlines to avoid penalties and late fees• Utilized several DST systems to gather all required data to perform analysis • Conducted outreach to clients at risk for escheatment to prevent their accounts from being turned over • Proficient in Excel, including functions such as V-Lookups, to perform all analysis work• Identified and saved approximately $75 million in assets from being turned over to states Show less

• Aided and provided guidance to financial advisors for investment procedures • Assisted shareholder with redemption and exchange requests • Researched problems, determined solutions, and performed corrective actions for any account needs • Worked closely with shareholders and financial advisors to help reach investment account solutions • Developed decision making skills to help facilitate different and unique situations built upon set procedures and training • Clear… Show more • Aided and provided guidance to financial advisors for investment procedures • Assisted shareholder with redemption and exchange requests • Researched problems, determined solutions, and performed corrective actions for any account needs • Worked closely with shareholders and financial advisors to help reach investment account solutions • Developed decision making skills to help facilitate different and unique situations built upon set procedures and training • Clear understanding of FINRA (Financial Industry Regulatory Authority) Series 6 License to cover all potential investment scenarios Show less

• Hired and managed team of employees; between 5 – 8 employees at any given time • Provided regular employee reviews and coaching to ensure monthly quotas were met • Reviewed and provided monthly reports of store progress and performance to district manager • Managed and planned monthly store budget, consisting of employee hours, and building utilities • Worked closely with customers to understand their needs to provide quality customer service

• Stationed at Fort Liberty, previously named Fort Bragg in North Carolina• Afghanistan deployment from January to July 2003 • Trained new members on standard operating procedures for food services • Developed and utilized time management skills to ensure hard timelines were met three times a day • Parachuted out of high-performance fixed wing aircrafts