*Provide client support in the areas of contract booking and modifications, cash application and overall management of lease / loan portfolio.*Work with new clients in onboarding existing contracts into Aspire software.*Create and maintain procedure documentation for clients that are supported and update as processes change.

*Member of executive management team responsible for startup of Equipment Finance operation, including implementation of policies and procedures.* Coordinated successful implementation of Aspire front-end leasing software upon launch of the line of business. This included coordination with team on configuration settings, testing of such configuration to ensure correct and efficient process flow, training of all users in each of their functions within the system and follow-up with changes as the need arises.* Managed SuperTrump pricing software and worked in conjunction with bank pricing ROE model to ensure that both models comply with overall bank pricing policies.

Accounting, reporting and CPR+ software implementation.

*Administered commission plan, performed analysis and reporting on lease portfolio and supported marketing staff in the areas of pricing and end of lease analysis.*Coordinated the implementation and use of Salesforce.com software for use by marketing staff, enabling senior management to obtain information for outstanding transactions on demand.*Designed and implemented commission calculation spreadsheets for use by marketing representatives, providing accurate reporting of gains computed for commission purposes.

*Directed department in areas of pricing, reporting and compliance.*Initiated training program on SuperTrump pricing software, permitting sales reps to price their own transactions in the field providing quick turnaround to customer. *Coordinated the identification, reporting and analysis of "End of Lease Option" by option type for 2,000+ leases, facilitating the sale of leases within the portfolio.

*Managed department in areas of pricing, reporting and compliance.*Compiled sale book used in the process of selling various lease transactions, resulting in the sale of nine leases for a total gain of approximately $3 million.*Implemented and developed portfolio utilizing SuperTrump pricing software to obtain an overall yield for the entire lease portfolio, satisfying a requirement of Charter One Board of Directors.*Spearheaded the creation of a procedure manual for the Pricing and Portfolio Management Department, allowing temporary personnel to seamlessly complete job functions during employee absences.

*Performed analysis and reporting of lease portfolio; worked with marketing staff in pricing and structuring of new lease transactions.*Designed and developed quarterly reports summarizing equipment data for the Board of Directors as well as presentations to potential investors, facilitating the strategizing and analysis of future transactions.*Performed annual review of all residual values in excess of $250,000, complying with FASB guidelines and external auditing requirements.

*Coordinated lease booking into accounting system and filed personal property tax forms for all leased assets located nationwide.*Implemented and developed procedures used in personal property reporting for entire lease portfolio (1,000+ assets, on 300+ lease schedules, located in over 30 states), ensuring that all assets were reported properly to each jurisdiction.*Designed lease booking checklist systemizing and assuring completeness of the booking process into lease accounting system.

Supervised team of (8) lease administrators in the areas of document preparation and booking into lease accounting system.

Assisted Director of Communications in areas of Sales Rep recognition and awards.