Founding member of light compaction equipment startup. Responsible for all customer and dealer credit reviews, transactions, setup, and collections. Additional responsibilities include inventory management, daily shipments, cash flow analysis, handling all banking relationships, and creating new sales channels and opportunities.

Responsible for all aspects of Bevel’s daily business and operations. Oversaw a team of professionals while managing all plans and strategies to meet long and short-term goals, overseeing daily business opportunities and ventures while providing strategic direction and management.• 2023 achievements include placing $400MM of financing opportunities with EBIT of $5MM• Increased Revenue over 1200% in a very challenging credit environment

Responsible for all credit and sales financing activities in North America for construction equipment manufacturer with annual revenue of $450MM. Responsible for the annual growth and P&L of the sales finance portfolio.• Created a true captive finance company from the ground up, handling retail and rental fleet originations, AR factoring, dealer floorplan, collections, and asset remarketing• Modernized the finance department to focus on digitization, dealer training, and making Wacker… Show more Responsible for all credit and sales financing activities in North America for construction equipment manufacturer with annual revenue of $450MM. Responsible for the annual growth and P&L of the sales finance portfolio.• Created a true captive finance company from the ground up, handling retail and rental fleet originations, AR factoring, dealer floorplan, collections, and asset remarketing• Modernized the finance department to focus on digitization, dealer training, and making Wacker Neuson easier for dealers and customers to interact with and grow the business• Turned finance department from a cost center of $5MM to a profit center of $2MM on an annual basis• Originated and managed a $150MM dealer rental fleet and $70MM floorplan portfolio with less than a 1% loss ratio over five years• Achieved compound annual growth rate of 21% in the US and 24% in Canada with the use of creative finance programs while minimizing credit losses Show less

Field territory position responsible for promoting CNH Capital products and services. Fully responsible for territory originations in both retail and credit card as well as territory profitability. Direct, plan, and execute all retail sales calls and work closely with brand reps to accomplish market share goals. Also assigned with trainer/mentor role for all new FSM hires throughout the company.• Managed a territory of 106 dealer locations across WA, OR, ID, and AK and produced $250 million… Show more Field territory position responsible for promoting CNH Capital products and services. Fully responsible for territory originations in both retail and credit card as well as territory profitability. Direct, plan, and execute all retail sales calls and work closely with brand reps to accomplish market share goals. Also assigned with trainer/mentor role for all new FSM hires throughout the company.• Managed a territory of 106 dealer locations across WA, OR, ID, and AK and produced $250 million annually in retail and credit card sales. Work with dealer salesmen and brand reps on identifying new opportunities and customers while also going on joint sales calls to end users to facilitate closing deals and gaining market share.• Consistently recognized by brand counterparts and dealer salesmen as an integral part of closing deals to help increase brand market share. Increased 2013 retail originations by $30MM or 20% while increasing retail finance market share from 44.1% to 46.9%. Consistently exceed company objectives and maintain the highest retail finance market share in my region. Show less

Responsible for new business development through the generation of loans, deposits, and cross-selling of all applicable bank services to franchised automobile, RV, motorcycle, and marine dealers. Developed and managed a $25 million portfolio.• Developed a new footprint for the bank and exceeded sales goal by 67% ($10 million).• Proven self-starter; generated sales leads; cold calling; identified potential customers and opportunities.• Established relationships and contacts in a new… Show more Responsible for new business development through the generation of loans, deposits, and cross-selling of all applicable bank services to franchised automobile, RV, motorcycle, and marine dealers. Developed and managed a $25 million portfolio.• Developed a new footprint for the bank and exceeded sales goal by 67% ($10 million).• Proven self-starter; generated sales leads; cold calling; identified potential customers and opportunities.• Established relationships and contacts in a new market for myself and the bank. Attended trade shows and developed marketing materials to further enforce the bank's presence in a new market. Show less

Responsible for the day-to-day operations of the credit and discounting departments. The branch serviced 80 dealer customers and purchased 1,500-2,500 retail contracts/month.• Responsible for and exceeded all budgets for volume, portfolio quality, employee satisfaction indexes, and dealer satisfaction indexes. Set an all-time high for both dealer (98%) and employee (87%) satisfaction scores. • Coached and counseled new loan officers. Provided training to new hires and recently promoted… Show more Responsible for the day-to-day operations of the credit and discounting departments. The branch serviced 80 dealer customers and purchased 1,500-2,500 retail contracts/month.• Responsible for and exceeded all budgets for volume, portfolio quality, employee satisfaction indexes, and dealer satisfaction indexes. Set an all-time high for both dealer (98%) and employee (87%) satisfaction scores. • Coached and counseled new loan officers. Provided training to new hires and recently promoted employees.• Supervised financial reviews of all dealerships. This included monthly and complex annual reviews, including CPA and Tax statements, financial statements, credit ratings, UCC reviews, loans, etc.• Earned Six Sigma Green Belt following training and project completion. Show less