Caren Evers Email & Phone Number

Chicago, Il

Consulting equipment leasing companies and OEM on efficient payment processing on debt streams that have been sold. Supporting commercial and non profit businesses on cash management and treasury management services. Listening to accounting and finance professionals on their pain points and working together to find solutions.

Chicago, Illinois, United States

Greater Chicago Area

Property Management and Paying Agent (leasing)

Greater Chicago Area

Managed a team of 5 Associates; coached team members on meeting goals and deadlines, managing workload and process improvements.Responsible for recruiting and interviewing for open positions, training for new hires, analysts and summer interns, annual reviews and performance objectives.Supported 2 Salespeople in the new business development and sales process, new customer onboarding, portfolio management and annual customer reviews.Recommended online banking and technology based solutions to customer to meet their needs. Led implementation of new customer relationships, independently or overseeing a team, according to the size of the banking relationship.Collaborated with operations teams to drive efficiencies, resolve issues and improve the quality of customer service to meet department goals.Prepared pricing pro formas and verified accuracy in the billing system, proactively catching errors.Prepared customer agreements for new bank accounts and services.Partnered with legal counsel on revising legal agreements to resolve customer concerns and protect the bank.Analyzed the Paying Agent process by identifying gaps and implementing solutions to meet the goals of the customers and the bank.

Greater Chicago Area

Prepared proposals and RFP of multiple banking services, delivered on paper and in person, to support new business development goals of the bank.Provided solutions for Corporate Card programs with multi-million dollar spend to improve working capital and maximize rebate.Created pricing pro formas based on competitor statements to deliver a competitive bid.Maintained portfolio of Large Corporate customers, including resolving the concerns of the current customers and onboarding new customers.Facilitated implementation teams consisting of bank operations, client IT and client finance departments to deliver technology solutions according to deadlines. Analyzed sales data to present to management teams.Planned and organized client meetings, both in person and via conference call.Provide advice on strategy and solutions for the customer's day to day banking needs.

Manage a team of 3 Client SpecialistsImplementation of services and opening new accountsTake ownership and deliver timely resolution of customer issues, sometimes with same day deadlines, handling multiple issues simultaneously

Supported Vice Presidents and Associates in arranging meetings, creating presentations, document management and distributed quarterly reportsResearched conference calling services and opened an account with a new provider, saving the company $5000 in the first 6 months.