Cindy Phelps Email & Phone Number

United States

• Ensured compliance to all underwriting policies and procedures.
• Understand the funding process including pre-qualifications, due diligence and credit policies.
• Effectively facilitate the funding process; communicate internally to compile merchants information in order to make informed decisions on merchant terms and conditions.
• Communicate information with sales partners, customers and organizations.
• Engage cross functionality; communicate status of application/funding process; escalate issues to the manager as needed. Collaborate effectively with internal team members.
• Capture meticulous notes to support processing and decisions within portal.

United States

• Built and established Facilities and Procurement department as a recognized business partner leading a small team of professionals at corporate headquarters with oversight for subsidiary business units and reporting to.
• Oversees facility operations and property management at four different commercial locations.
• Hire, develop and direct a team of Facilities and Security professionals in the delivery of optimal building operations to include procurement, facilities management, and security.
• Implements cost saving initiatives for all major projects.
• Analyzed organization shipping expenses and evaluated shipping logistics which resulted in fraud prevention, updated policies and procedures, a partnership with a major shipping carrier and reduced expenses by 50%.
• Championed major cost reductions by analyzing office supply procurement procedures and vendor costs resulting in new vendor selection and a well-designed systematic approach to acquiring necessary office supplies.

United States

• Processed customer account documents by reviewing data for deficiencies; resolving discrepancies by using standard procedures or returning incomplete documents to appropriate representative for resolution.
• Maintained customer confidence and protected operations by keeping information confidential.
• Provided information to customers in response to inquiries about their account and products.
• Professionally handled incoming requests from customers and ensured that issues were resolved both promptly and thoroughly.
• Troubleshot customer needs and concerns over the phone
• Initiated required action for response to customer service requests for changes, including the maintenance of account/customer information files and communicated changes to the appropriate personnel/department.

Greater Atlanta Area

• Contract Administrator 1999-2002
• Acted as primary liaison with all merchants regarding loan administration.
• Reviewed and certified collateral/documentation submissions in accordance with the operations policy.
• Reviewed all loan documents prior to funding.
• Initiated appropriate funding actions to fund merchant.
• Verified loan purchases and performed payoff functions in accordance with operational procedures.

Certification, Higher Education/Higher Education Administration

Certification, Administrative Professional