Loretta Dalgleish Email & Phone Number

United States

Participate in establishing working relationships with clients which already have existing accounts and achieving business objectives related to these clients for the Technology Finance Industry. Exercise independent judgement in maintaining and enhancing working relationships with existing clients. Collaborate with existing internal and external customers to build a working relationship. Assist in supporting any customer requests for accounts. Fluent in using multiple computer systems and applications such as Salesforce, Seibel, infolease, supertrump & iremarket-EMG 2.0 system used to submit equipment evaluation requests to equipment management. Submitting deals to credit for approval and working with legal on document negotiations.Working closely with the transaction Coordinators on technology finance deals, providing pricing, invoices and all support needed to document and close a deal.

Danbury. Ct

Lead Senior Transaction Coordinator & subject matter expert for the Marine industry & Technology Finance. Manage the transaction process from start to finish. Responsible for documentation, fundings, and all closing related items, not limited to ordering abstracts for marine vessels, filing UCC’s, satisfactions and Ship Mortgages. Work closely collaborating with sales, legal, risk, vendors and customers in the Marine and Tech Finance space. Co-collaborator in creating a Marine SOP. The goal of this SOP was aimed at increasing efficiency and streamlining the process to increase productivity. Help train new hires on the business systems/applications and processes.

Danbury, Ct

Lead Transaction Coordinator for the Marine industry. Manage transaction process for the marine platform, including lead and manage daily pipeline calls with risk, sales & legal to review daily tasks within deadline to meet customer expectations. Supervise Transaction Coordinator's for platform by managing their workload and reporting out to Senior Leaders on transaction status. Analyzed complex document requests and requirements with risk and legal, partnering in negations when required. Process Documentation Packages & Funding's generating Volume upwards of 130MM, while maintaining high accuracy metrics for documentation, booking and compliance audits in parallel. Specialized in equipment loan and leases for not only Marine, but also in construction, material handling, transportation & Technology Finance.

Danbury, Ct

Managed strategic customer accounts for the west region territory that included account analysis, client reporting, cash application, loan terminations & escalated customer requests.Excelled in customer satisfaction for internal and external customers through expert resolution of conflicts, issues & concerns. Assisted with training of new employees on policies and procedures

Ridgefield, Ct

Responsible for processing incoming ACH and wire payments, along with all returned payments for customer's accounts. Managed and created A/R spreadsheets for reporting purposes & for customer account reconciliations. Responsible for researching and reducing outstanding A/R items.Process and issued credits after research had been completed regarding over payments and misapplications

Bachelor Of Arts - Ba, Organizational Management, Magna Cum Laude

Graduated Magna Cum Laude

Associate Of Arts - Aa, Fashion Merchandising/ Marketing