Blake Forman Email & Phone Number

Greater New York City Area

Strategic Funding - SFS Capital:• Founded in 2006, Strategic Funding Source (SFS Capital) is a full service financial firm and market leader in alternative bank lending. SFS offers a diverse collection of financial options including Merchant Cash Advances, Factoring, Equipment Leasing, Purchase Order Financing, and both Secured and Unsecured loans reaching up to $3,500,000. • Recognized as one the most reliable and respected names in the industry, SFS Capital is known for its client-specific financial solutions which, utilizing its direct lending platform and exceptional customer service, are uniquely catered to each client's individual needs.• Headquartered in New York City with a network of affiliated offices, SFS provides capital throughout all of the United States and Canada, is licensed in California, and is a certified lender of the SBA.Responsibilities:• Evaluate, authorize, and recommend the approval of commercial, credit, and MCA financing options by analyzing financial documents including P&L statements, balance sheets, tax returns, and cash flow.• Develop meaningful partnerships with other high-risk lenders to expand Strategic Funding's Network and Client-referral program.• Calculate investment risk by analyzing revenue, credit, and overall financial performance to determine feasibility and profitability of applicable financial options.• Manage Junior Sales Executives daily tasks by encouraging proper techniques, etiquette, and development. • Negotiate principle amount, rate, term, and payment schedule with high-risk clients through the evaluation of their eligibility and overall financial aptitude.• Consult with upper-management regarding new business initiatives aimed at expanding lead sources, partnerships, and referral programs, with the ultimate goal of increasing overall revenue.

Boca Raton, Florida

• Promoted from Intern to Jr. Account Executive based on performance• Managed day to day communication and workflow with existing clients via telephone and email• Worked directly with Account Sales Executives and the Business Development team to maximize revenue on existing clients• Prospected for new accounts by identifying potential clients in the market and re-establishing former relationships• Created ad processed contracts• Traveled and attended various trade shows i.e. Leads Con, Affiliate Summit.• Provided support to existing clients to ensure their goals were met• Resolved customer complaints by investigating problems; developing solutions; preparing reports; making recommendations