Greg Liddell Email & Phone Number

-Until 2/24, was with CT Corp., the compliance unit of WK, working with partners/associations to help them educate their small businesses members on the need to file Business Ownership Information (BOI) to meet the mandatory Corporate Transparency Act.-Position WK's Compliance Solutions, to include eOriginal's eAsset Management platform within financial institutions to transform their lending LOBs processes from paper to digital and maintain compliance requirements. -eOriginal, Inc.… Show more -Until 2/24, was with CT Corp., the compliance unit of WK, working with partners/associations to help them educate their small businesses members on the need to file Business Ownership Information (BOI) to meet the mandatory Corporate Transparency Act.-Position WK's Compliance Solutions, to include eOriginal's eAsset Management platform within financial institutions to transform their lending LOBs processes from paper to digital and maintain compliance requirements. -eOriginal, Inc., the industry leader for eAsset™ Management services as per eSign, UETA, UCC9-105 and Safe Harbor for originators, lenders, investors, custodians and servicers. We guarantee trusted transactions of digital financial assets, from the borrower to the secondary market. We do this by creating "digital original" documents with all the legal and enforcement rights of a paper contract combines with the capital and operational efficiency of digitization. Our proven network provides certainty on how these digital assets are CREATED, STORED AND ASSIGNED delivering DIGITAL ASSET CERTAINLY. As a pioneer in the space, major financial institutions, leading law firms and credit rating agencies have validated and rely on eOriginal as a trusted partner for Digital Transaction Management. Show less

Remote - Chicago, Il

Responsible for licensing ProfitStars (division of Jack Henry & Associates) suite of Commercial Lending Solutions to community financial institution to help them generate quality C&I loans, increase Net Interest Margin, grow Core Deposits, mitigate risk and improve asset quality, while enhancing the commercial borrowing experience. Collaborating with bank Presidents/CEOs, Chief Lending Officers, Chief Credit Officers responsible for commercial loan growth & profitability, I share how our… Show more Responsible for licensing ProfitStars (division of Jack Henry & Associates) suite of Commercial Lending Solutions to community financial institution to help them generate quality C&I loans, increase Net Interest Margin, grow Core Deposits, mitigate risk and improve asset quality, while enhancing the commercial borrowing experience. Collaborating with bank Presidents/CEOs, Chief Lending Officers, Chief Credit Officers responsible for commercial loan growth & profitability, I share how our Lending Solutions will help them reach their strategic objectives and increase shareholder value. Show less

Responsible for direct origination of general capital equipment lease and finance transactions calling on middle-market companies with revenues of $5-250MM. Called on the Procurement and Treasury Groups determining the equipment acquisition & financial decision makers. Target transactions from $250K-5MM. Work closely with credit/syndications/legal in the process of marketing, sourcing, bidding, documenting and funding of the transaction. Presented operating/capital leases, 1st Amendment Leases,… Show more Responsible for direct origination of general capital equipment lease and finance transactions calling on middle-market companies with revenues of $5-250MM. Called on the Procurement and Treasury Groups determining the equipment acquisition & financial decision makers. Target transactions from $250K-5MM. Work closely with credit/syndications/legal in the process of marketing, sourcing, bidding, documenting and funding of the transaction. Presented operating/capital leases, 1st Amendment Leases, Loans and Note and Security Agreements structures to finance both new equipment acquisitions and sale-leasebacks of existing assets. Show less

Chicago, Il

Hired to open up the first Chicago based office. Responsible for calling on middle market to large corporate lessees ($50MM-1B) sourcing both tax lease and debt financing transactions. Target equipment types from hard assets including but not limited to manufacturing, transportation, material handling, machine tool, rail and distribution. Focused on transactions from $500K to $10MM. Worked closely with both the credit and syndication team pricing the deal to market based on the equipment type… Show more Hired to open up the first Chicago based office. Responsible for calling on middle market to large corporate lessees ($50MM-1B) sourcing both tax lease and debt financing transactions. Target equipment types from hard assets including but not limited to manufacturing, transportation, material handling, machine tool, rail and distribution. Focused on transactions from $500K to $10MM. Worked closely with both the credit and syndication team pricing the deal to market based on the equipment type, utilization, structure, term and credit quality. Used the Info Analysis pricing model for tax leases. Utilized D&B downloads & Hoover's marketing databases for prospecting. Managed the territory via the ACT database management program. Secured $21.5MM of awarded transactions. Show less

Responsible for direct origination of general capital equipment lease and finance transactions calling on middle-market companies with revenues of $5-250MM. Called on the Procurement and Treasury Groups determining the equipment acquisition & financial decision makers. Target transactions from $250K-5MM. Work closely with credit/syndications/legal in the process of marketing, sourcing, bidding, documenting and funding of the transaction. Presented operating/capital leases, 1st Amendment Leases,… Show more Responsible for direct origination of general capital equipment lease and finance transactions calling on middle-market companies with revenues of $5-250MM. Called on the Procurement and Treasury Groups determining the equipment acquisition & financial decision makers. Target transactions from $250K-5MM. Work closely with credit/syndications/legal in the process of marketing, sourcing, bidding, documenting and funding of the transaction. Presented operating/capital leases, 1st Amendment Leases, Loans and Note and Security Agreements structures to finance both new equipment acquisitions and sale-leasebacks of existing assets. Show less

Responsible for calling on F1000 companies marketing the LENDX Lifecycle Solution that automates and manages the entire lifecycle of the Equipment Lease Process. Call on CFOs, Treasurers, A.T.s, IT Directors and/or VP Procurement to introduce the LENDX platform. Via direct cold calling/emailing solicitation, Webex online and in person meetings, discussions focused on how the LENDX solution can automate their current lease process. Portfolio Needs Assessments, Power Point presentations and live… Show more Responsible for calling on F1000 companies marketing the LENDX Lifecycle Solution that automates and manages the entire lifecycle of the Equipment Lease Process. Call on CFOs, Treasurers, A.T.s, IT Directors and/or VP Procurement to introduce the LENDX platform. Via direct cold calling/emailing solicitation, Webex online and in person meetings, discussions focused on how the LENDX solution can automate their current lease process. Portfolio Needs Assessments, Power Point presentations and live demonstrations illustrate how the LENDX application can reduce the "actual" cost to lease by more efficiently managing the entire equipment lease process, from the lease vs. buy decision to final equipment disposition. The Portfolio Needs Assessment studies the company's current internal equipment lease process and compares it to automating their process via the implementation of the LENDX Application. In addition, I work closely with the Professional Services & the Financial Services Organizations regarding implementation and lessee advisory roles, respectively. As of 4/22/02, closed 2 of LENDX's 7 clients; one being the largest booking ($160K) to date. Show less

Responsible for direct origination of Tax & Synthetic Lease and Debt transactions in the Midwest territory calling on companies from $200MM in revenue and above from a remote sales office. Targeted senior and mid-level Treasury and/or Procurement personnel who were responsible for the equipment and finance acquisition decisions. Sourced deals via vendor contacts in addition to uncover further opportunities. Structured deals to meet accounting/book and tax requirements. Targeted transactions… Show more Responsible for direct origination of Tax & Synthetic Lease and Debt transactions in the Midwest territory calling on companies from $200MM in revenue and above from a remote sales office. Targeted senior and mid-level Treasury and/or Procurement personnel who were responsible for the equipment and finance acquisition decisions. Sourced deals via vendor contacts in addition to uncover further opportunities. Structured deals to meet accounting/book and tax requirements. Targeted transactions ranging from $500K-$10MM, covering the wide range of capital equipment; from material handling, production, machine tools, and transportation to Corporate Rail/Aircraft. Solicited new opportunities using the ACT database software and the Internet. Priced deals via the Super Trump pricing model. Teamed with the Legal and Operations personnel in the negotiation of lease agreements and administrative of awarded transactions. Funded volume ($MM; follows: $15, $29.8, $55.6, $37.4, $27.2 and $42.2, $18.5MM (8 months), respectively. Show less

Marketed to end users and intermediaries, sourcing Single Investor Lease and Debt Financing transactions on equipment acquisitions. Target F3000 lessees focusing on large ticket transactions emphasizing transportation, rolling stock, manufacturing and processing equipment. Used Super Trump pricing software system. Team with credit, asset management and tax departments in formal presentations of proposals, negotiation of documents and funding of transactions. Finished first in Midwest Region in… Show more Marketed to end users and intermediaries, sourcing Single Investor Lease and Debt Financing transactions on equipment acquisitions. Target F3000 lessees focusing on large ticket transactions emphasizing transportation, rolling stock, manufacturing and processing equipment. Used Super Trump pricing software system. Team with credit, asset management and tax departments in formal presentations of proposals, negotiation of documents and funding of transactions. Finished first in Midwest Region in 1991, funding $29.5MM in equipment cost. Show less

Called on Fortune 2000 companies' MIS/IT/Operations Managers. Source finance and operating lease transactions on data processing and telecommunications acquisitions. Provided financing on IBM Systems S/36 and AS400 as well as IBM plug-compatible peripheral equipment ranging from $2MM to $5MM. Marketed to specific territories uncovering transactions, providing formal bids, monitored lease negotiations with legal departments and tracked transactions with Lessee/Vendor through funding… Show more Called on Fortune 2000 companies' MIS/IT/Operations Managers. Source finance and operating lease transactions on data processing and telecommunications acquisitions. Provided financing on IBM Systems S/36 and AS400 as well as IBM plug-compatible peripheral equipment ranging from $2MM to $5MM. Marketed to specific territories uncovering transactions, providing formal bids, monitored lease negotiations with legal departments and tracked transactions with Lessee/Vendor through funding. Concurrently managed existing lease base looking for upgrades as well as new opportunities. Funded $7.6MM in 1988 (9 months) and $12.5MM in 1989 (8 months). Show less

Developed private label manufacturer finance programs and portfolio acquisitions. Marketed to the Treasurer/Vice President of Finance/Marketing of major manufacturers and captive leasing companies. Negotiated program agreements and portfolio acquisitions. Ongoing programs and portfolio acquisitions structured to achieve vendor's tax and accounting objectives.

Responsible for direct and vendor relationship selling of Citicorp's leasing services. Leasing products included money over money, operating, tax, municipal, single investor, leveraged leases and installment sales contracts. Established master lease relationships with Fortune 2000 companies calling on Data Processing Managers and Treasurer/Finance decision makers. In additions, developed and serviced vendor account relationships. Concentration of computer and peripheral equipment financed… Show more Responsible for direct and vendor relationship selling of Citicorp's leasing services. Leasing products included money over money, operating, tax, municipal, single investor, leveraged leases and installment sales contracts. Established master lease relationships with Fortune 2000 companies calling on Data Processing Managers and Treasurer/Finance decision makers. In additions, developed and serviced vendor account relationships. Concentration of computer and peripheral equipment financed included IBM systems, tape and disk drives, controllers and terminals; Digital VAX 8000-series Systems; ATT interconnect systems; Xerox and Kodak copiers and laser printers; and Honeywell energy management systems. All elements of account management utilized including transaction management (quote generation, credit accumulation, contract negotiation, documentation and execution). Handled third party lessor discount relationships. Managed 4 sales representatives in their delivery of Citicorp's leasing products in multiple territories. Achieved minimally 100% of targeted quotas since '82. Show less