Jason Mccorman Email & Phone Number

San Diego, CA

• Worked with internal counsel to ensure that all documentation and compliance requirements were met prior to funding transactions up to $100 million; CIP for all new clients, filed UCCs and reviewed insurance.
• Performed various portfolio administration tasks and monitored weekly delinquency.

San Diego CA

• Held credit authority up to $300,000, reviewed both working capital and equipment lease requests.
• Syndicated transactions to other lenders that did not fit internal portfolio parameters.

Carlsbad, CA

• Held credit authority to $5MM. Reviewed and set credit limits for all account debtors.
• Managed credit risk and performed due diligence associated with factoring clients and debtors.

San Diego, CA

• Held credit authority up to $150,000 and approved portfolio of $66MM.
• Monitored delinquencies to maintain a default ratio under 3%.

San Diego, CA

• Maintained all UCC filings, insurance certificates, calculated early payoff quotes, modified existing leases/loans for transfer & assumptions during portfolio runoff.
• Contracted with various asset management companies for repossession & remarketing of equipment.

San Diego, CA

• Staffed and trained inside sales group to generate credit applications for equipment leases & loans.
• Prepared complete funding packages for internal and syndicated transactions up to $150,000.
• Syndicated transactions to other lenders that did not fit internal portfolio parameters.

San Mateo, CA & San Diego, CA

• Began cold called up to 100 prospects daily offering small ticket equipment leasing.
• Promoted to lease administration, then a supervisor position where I trained and managed the daily workload of up to six employees.