ATEL Capital Group, through its affiliate ATEL Leasing Corporation, owns and manages a portfolio of approximately $3 billion of equipment leases. These leases are with corporations that are rated investment grade or their equivalent in North America, Europe, & Asia. Founded in 1977, ATEL has been providing equipment financing solutions to a multitude of industries that drive the U.S. and world economies. We lease a wide range of equipment including transportation, construction, manufacturing, mining, healthcare, and energy production assets.

• Identified potential sales opportunities from existing data within CRM • Designed and recommended multiple financial scenarios based on client goals and risk profiles

• Analyzed financial products/situations to design client recommendations reports and implement solutions• Utilized SalesForce CRM to monitor leads, opportunities, and close deals• Connected with potential clients, professional partners, and community leaders to create a network

• Supervised junior callers to identify and solve technical issues, with support of IT as needed• Coordinated with senior managers to train and communicate with junior callers• Consult with Program Coordinator to modify and develop call scripts/processes

• Call and engage prospects over changes at Saint Mary's and ask for contributions• Verify contact information for previous/prospective donors for marketing purposes• Process credit card transactions for donations online

• Prospected clients, broker partners, and potential new hires over the phone and in person• Presented to employers, employees, and brokers about core products and partnership opportunities• Service client needs and coordinate with Home Office to expedite claims processes

• Hosted and presented seminars with potential clients, broker partners, and new hires• Organized and facilitated territory-wide training programs and practices

• Communicated with 100 financial advisors and their clients to complete documents and other necessary back-office functions • Processed and confirmed account deposits into client retirement and brokerage accounts• Compiled and organized company compliance information (FINRA) from CRM’s and storage applications

-Cater events from private Presidential dinners to 400 people dinners-Handle food prep, serving, bussing, dishes-Handle several events at one time-Interact with customers to ensure satisfaction

-Instruct and supervise in the laser tag arena-Host birthday and company parties-Greet clients, handle paperwork, open laser tag arena-Coordinate parties and regular rate/Groupon customers-Track cash flow throughout the fiscal day from various sources