Drake Patton

Drake Patton Email and Phone Number

Senior Account Manager | B2B Cash Flow @ Bay View Funding
san jose, california, united states
Drake Patton's Location
Greater Orlando, United States
Drake Patton's Contact Details

Drake Patton personal email

n/a
About Drake Patton

As a Senior Account Manager, I manage the funding, review, and reporting for all clients within my portfolio, ensuring their satisfaction and success. I have over six years of experience in the financing industry, with a focus on B2B client relationships, data analysis, and strategic partnerships.I am passionate about finding solutions for businesses that need working capital and cash flow. I leverage my skills in Tableau, financials, and projections to make informed and effective funding decisions and outcomes. I also collaborate with internal and external stakeholders to facilitate communication and compliance. In 2015, I was recognized as one of the 30-Under-30 Up and Coming Business Leaders by Lake Sumter Business Magazine for my achievements and potential.

Drake Patton's Current Company Details
Bay View Funding

Bay View Funding

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Senior Account Manager | B2B Cash Flow
san jose, california, united states
Website:
bayviewfunding.com
Employees:
40
Drake Patton Work Experience Details
  • Bay View Funding
    Senior Account Manager
    Bay View Funding Jun 2022 - Present
    Primarily responsible for management of funding, review, and reporting for all clients within select portfolio.
    View
  • Lsq
    Portfolio Manager
    Lsq Jan 2021 - Jun 2022
    Orlando, Florida, United States
    - Manage a portfolio of B2B client relationships (30-40)from point of onboarding to end-of-relationship- Responsible for all funding decisions and outcomeswithin portfolio (+/- $35mm) impacted by data analysis (Tableau), financials, and projections- Assist with strategic partnership opportunities relevantto current portfolio- Ensure healthy & efficient communication with bothinternal and external contacts (clients, bank partners,auditors, colleagues)- Present monthly portfolio updates to broader executiveteam
    View
  • Lsq
    Account Manager
    Lsq Jul 2017 - Dec 2020
    Orlando, Florida
    Collaborated with Portfolio Manager to provide fundingrecommendationsAnalyzed collateral risks (accounts receivable, agingdistribution, debtor credit risk, etc.)Ensured smooth transition process from underwriting toonboarding/operations teamResearched collection inquiriesEnsured proper documentation and compliance forfunding partner requirements
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  • The First National Bank Of Mount Dora
    Commercial Operations Specialist
    The First National Bank Of Mount Dora Feb 2016 - Jun 2017
    Mount Dora, Fl
    Daily balancing of banks general ledgers while also acting as the main point of contact for all business client internet inquiries. Daily processing of incoming/outgoing wire initiations.
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  • The First National Bank Of Mount Dora
    Loan Operations Support
    The First National Bank Of Mount Dora Dec 2014 - Feb 2016
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  • The First National Bank Of Mount Dora
    In-House Checking
    The First National Bank Of Mount Dora Sep 2013 - Dec 2014
    Assisted and managed all in-house check orders for our customers. Also spent the later months learning and picking up tasks in the loan department at First National Bank of Mount Dora.
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  • The First National Bank Of Mount Dora
    Bank Teller
    The First National Bank Of Mount Dora Jul 2013 - Sep 2013
    View

Drake Patton Skills

Customer Service Critical Thinking Leadership Interpersonal Networking Finance Communication Microsoft Word Microsoft Excel Commercial Banking Loans Business Relationship Management Risk Management Portfolio Management Customer Satisfaction Financial Risk Management Credit Risk Customer Retention Client Relations Business Process Improvement Account Management Business Analysis Client Focus Onboarding C Level Communications Key Account Handling Account Portfolio Management Risk Assessment Business To Business

Drake Patton Education Details

Frequently Asked Questions about Drake Patton

What company does Drake Patton work for?

Drake Patton works for Bay View Funding

What is Drake Patton's role at the current company?

Drake Patton's current role is Senior Account Manager | B2B Cash Flow.

What is Drake Patton's email address?

Drake Patton's email address is dp****@****lsq.com

What is Drake Patton's direct phone number?

Drake Patton's direct phone number is +135253*****

What schools did Drake Patton attend?

Drake Patton attended Seminole State College Of Florida.

What skills is Drake Patton known for?

Drake Patton has skills like Customer Service, Critical Thinking, Leadership, Interpersonal, Networking, Finance, Communication, Microsoft Word, Microsoft Excel, Commercial Banking, Loans, Business Relationship Management.

Who are Drake Patton's colleagues?

Drake Patton's colleagues are C Lyn, D Yoder, Alvin Eliares, Andrew Aquino, Ryan Altick, Seth Myers, Thao Khuc.

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