Calvin R. Email & Phone Number

Palo Alto, California, United States

Actively prospecting targeted business customers via self-sourced initiatives as well as joint calling efforts with Treasury Management Sales Officers, Commercial Lenders, and Branch ManagersConsult with new and existing corporate clients to develop needs-based recommendations for their merchant services needs.Sell a multitude of merchant services products to clients in diverse industries.Perform competitor product and statement analysis.Prepare and deliver customized professional sales presentations and proposals that are responsive to individual customer needs.Assist in the development of sales campaigns for new and existing products.Presenting proposals to banks and other lenders who may be interested in providing funding for a project or business ventureCoordinating the disbursement of funds to contractors or vendors who have performed work on a projectReviewing applications for financing requests to determine whether they meet lending criteria such as net worth, debt-to-income ratio, credit rating, or collateralReviewing financial statements to determine whether an organization has enough cash flow to pay back a loanNegotiating with banks or other lenders to finalize lending terms such as interest rates and loan durationManaging the daily operations of a company’s financial department, including receiving payment requests and processing invoicesWorking with management to forecast future cash needs by analyzing revenue trends and identifying upcoming expendituresProviding financial advice to businesses regarding how to manage cash flow and how to use loans from banks to meet short-term needs

Scottsdale, Arizona, United States

Atlanta, Georgia, United States

Take an active role in developing and implementing growth strategies alongside division-level leadership teams to drive opportunities that support the division’s sales goals for increased earnings and profitability. This includes assessing needs, trends, and growth opportunities.Coordinate with SDR to manage processes to ensure that leads are routed properly and engaged with a high quality of touch to optimize conversion.Identify and make recommendations for improvement in the areas of process, efficiency, and productivityForecast and track marketing and sales trends, analyzing collected data.Measure the effectiveness of marketing, advertising, and communications programs and operational strategies.Collect and analyze data on customer demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product or service demand.Measure and report performance of all digital marketing campaigns, and assess against goals (ROI and KPIs).Lead the team in pursuing existing and innovative revenue opportunities including contact, identify and qualify key decision-makers within target organizations. Respond promptly to inbound leads and qualify accurately. Properly position our products and solutions services across vertical markets.Identify new accounts or new customers within accounts through a variety of sources (e.g. segment lists, funding intelligence, referrals) and prospecting toolsPlan and execute all web, SEO/SEM, marketing database, email, social media and display advertising campaigns.Plan, execute, and measure experiments and conversion tests.Collaborate with internal teams to create landing pages and optimize user experience.Utilize strong analytical ability to evaluate end-to-end customer experience across multiple channels and customer touch points.Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate.

United States

Experienced entrepreneur and visionary leader with a passion for disrupting traditional industries through innovative solutions. I am the Founder and CEO of Alliance Capital Management & Business Group, a dynamic firm specializing in alternative lending, market research, business consultation, lead generation, and Non-QM Real Estate LendingWith a proven track record of success in the financial services sector, I have spearheaded the growth of Alliance Capital Management & Business Group, transforming it into a market leader known for its cutting-edge approach to lending and business support services. Through our strategic partnerships and a deep understanding of market dynamics, I have positioned the company as a trusted partner for businesses seeking flexible financing options and actionable market insights.My expertise lies in developing customized lending solutions tailored to the unique needs of clients across various industries. Whether it's providing working capital for small businesses, conducting in-depth market research to inform strategic decision-making, or offering expert guidance on business development strategies, I am committed to empowering entrepreneurs and organizations to achieve their goals.In addition to my role at Alliance Capital Management & Business Group, I am actively involved in thought leadership initiatives within the alternative lending and real estate sectors. I am passionate about sharing insights and best practices to help others navigate the evolving landscape of finance and entrepreneurship.I thrive on challenges and am dedicated to driving positive change in the industries I serve. If you're seeking a dynamic leader with a proven track record of delivering results in alternative lending, market research, business consultation, lead generation, and real estate lending, I invite you to connect with me.Let's explore how we can collaborate to unlock new opportunities and drive growth for your business.

Remote

Represent partners contracted services in a professional, member-centric manner through a variety of communication channels including incoming and outgoing calls, emails, and chats.Provide regular case updates, escalate case information as needed, and demonstrate an appropriate sense of urgency throughout case management.Work with the case team to ensure the support of members, facilitate and expedite cases.Ensure clear, concise, and thorough case documentation in the case management system.Gather and confirm eligibility information.Demonstrate empathy and actively listen to members during all interactionsEnsure the highest quality and timeliness for all outgoing expert reports and communications.Schedule member appointments with clinical staff as needed.Research and solicit medical experts utilizing the expert database and clinical recommendations.Ensure compliance with PIPEDA rules and regulations with all parties encountered in the process.

Huntington Beach, California, United States

Administered defined procedures, analyses, tasks and report preparation while receiving explicit instructions for filing, recordings, processing, servicing and documentation associated with loans.Sold loan products.Performed business development tasks, including managing the pipeline by generating leads and referral business.Communicated with applicants to explain the risks and benefits, as well as the terms of loan products and government regulations.Obtained relevant information and evaluate applicants' financial status, including credit history to determine recommendation for loan approval.Ensure all necessary information and documentation is submitted to the loan underwriting department, and is recorded properly in electronic file formats.Maintained current knowledge of all applicable lending regulations, the economy, market rates, vendors, and competitors.Consistently delivered first-class customer service.

Greater San Diego Area

Marketing and Administrative Assistant

Lansing, Michigan Area

Lansing, Michigan Area

Assist State Representatives and their staff in general office operations including constituent relations, communications and monitoring legislation.

Greater Atlanta Area

Assigned to commercial litigation section with cases in both superior and state courts.Provided legal services to various corporations, with a specialization in litigation and collections.Responsible for court filings (Default &Consent Judgments), preparation of legal documentation, scheduling depositions.Responsibilities included scheduling appointments, arguing motionsConferencing cases in pre-trial procedure, drafting notices of discovery, subpoenas, and complaints. Responsible for collecting on consumer & commercial debt for various clients.Set motion for garnishments & leans on personal and commercial property when ever debtor failed to respond.Maintained consist dialogue with clients on collections accounts.Consistently updated files when applicable with debtor and co debtor information.Dialed 75-140 account daily on delinquent accounts.

Atlanta, Georgia, United States

Responsible for performing the opening and closing functions of the branch.Expanded client relations by anticipating client needs and recommending tailored financial services and products.Planned and executed extensive products & services presentations to executive management to commercial clients.Responsible for new business development by cross-selling of bank products such as cash management tools and various investment products.Responsible for performing detailed financial reviews for commercial and consumer accounts.Recognized for opening the highest volume of new commercial & personnel accounts for 8 consecutive months.Processed personnel and serviced commercial loan packages, mortgage payments, equity & tax payments, CD depositsUtilized a consultative selling approach and relationship marketing techniques which allowed me to close sales and achieve monthly goals. Averaged 25 new accounts per week an exceeded sales goals of 10 new deposits accounts per week.Cold called 45-115 system generated leads. Closed 83 percent of my leads on new deposit accounts.

Greater Atlanta Area