Emily Boe Email & Phone Number

Sales Ops and Strategy

Tampa, Florida, United States

BDM

• Effectively assess and monitor credit risk, develop action plans, and follow-up on progress of action plans for assigned dealers through the use of credit packages and watch reports
• Identify risk through analyzing dealership financial statements & key performance metrics including capitalization & liquidity
• Work with management to identify danger signals and make appropriaterecommendations to limit credit exposure to the company and effectively communicateexceptions or critical triggers

• Analyze and decision consumer credit applications
• Adhere to purchase approval limits and investigation standards at all times
• Sell the benefit of the company's value proposition to the dealers and effectively maintain a consistent purchase policy based on dealer support, liquidation experience, and management direction
• Develop and maintain strong business relationships with dealership personnel
• Complete all required procedural reviews in a timely manner to identify potential misrepresentations or fraud

• Minimized portfolio risk and credit losses through effective calls and appropriate account resolutions
• Utilized skip tracing techniques to locate past due customers
• Serviced customers promptly and courteously to achieve targeted Customer Satisfaction Index
• Reduced expenses through effective use of resources and time management to achieve targeted expense budget

• Provided front-line support for customers to assist with general account updates and helpful information to ensure customer satisfaction
• Controlled the delinquency roll of accounts under 45 days past due

Clemson, SC

Clemson University

• Facilitated a peer-led program for students in historically challenging undergraduate courses
• Provided students with strategies for mastering course content through a variety of personalized worksheets and practice quizzes
• On average, students who attended at least three sessions saw an improvement in a whole letter grade

Greater Boston Area

• Worked directly within the Corporate Finance team under the Head of WAM of Finance, US & Europe
• Created PowerPoint charts presenting yearly mutual fund sales trend for upper management meetings
• Validated monthly sales and compensation for multiple analysis reports
• Collaborated with system development team to verify the new automated process of accruals
• Inducted into Social Committee for Interns to coordinate give back events and networking opportunities

Cumming, Georgia

• Developed strategic alliances with FINRA and SEC registered financial advisors who specialize in financial planning and investment management consulting
• Analyzed gains generated by covered call reports to highlight profit earned per ETF option
• Managed database tracking for over $3.5 million in structured products which assisted advisors in accurate placement of client’s investment securities

Anderson, South Carolina

Clover, South Carolina

• Obtained the title of new employee trainer while having four years of experience in customer service
• Thrived within a fast-paced work environment, expected customer turnover time being less than twenty minutes
• Strengthened overall store revenue by up-selling additional menu items resulting in a 17% increase in total monthly sales

Charlotte, North Carolina

Rock Hill, South Carolina

Clover, South Carolina

Lake Wylie

Bachelor Of Science - Bs, Financial Management - Emphasis In Corporate

Activities and Societies: President’s List: Spring 2019, Dean’s List: Fall 2016, Spring 2017, Fall 2019, Clemson Finance Club: Spring.

Education record

Activities and Societies: Future Business Leaders State Conference, Placed Third in Accounting II