Setup Coordinator• Facilitation of new client onboarding process; accounts receivables, payables and inventory report analysis supporting asset based lending loan portfolios• Development and maintenance of models within data extraction tool used to upload client files to analytical application• Collaboration with business partners and field exam teams to complete new client builds• Active problem solving and process improvement to accommodate unique client demands• Training… Show more Setup Coordinator• Facilitation of new client onboarding process; accounts receivables, payables and inventory report analysis supporting asset based lending loan portfolios• Development and maintenance of models within data extraction tool used to upload client files to analytical application• Collaboration with business partners and field exam teams to complete new client builds• Active problem solving and process improvement to accommodate unique client demands• Training of new hires on portfolio processing standards and procedures • Aided in 5 rounds of technology release cycles involving 2 regression testing rounds to confirm functionality, provided detailed feedback on errors Show less

• Analysis of client reporting, monitoring flow of trends• Formatting and processing of client data through Excel and Monarch• Collaboration with immediate team, Credit Services Reps and AB Portfolio Specialists for complete data reporting• Management of multiple assignments of varying priority levels at all times with quick paced turnover expectations• Product testing for new processes and system implementations• Training sessions for processes with new team members

• Provide superior customer service to ensure satisfaction with overall customer experience• Assisted customers and resolved issues when necessary• Work within a team environment

• Managed document collection process for underlying collateral financial statements and compliance certificates• Managed internal relations between Portfolio Management Team and Corporate Credit Team during the data collection process• Utilized Excel for conversion of Collateral Manager Reports to help unify Corporate Debt Finance client reports.• Navigated Loan Sales Agreements to help identify due dates of financials and compliance certificates on a client by client basis

• Perform multiple tasks effectively under time pressure• Assisted in employee recruiting, training and development • Responsible for all closing procedures and processes, including manage inventory, assure staff team completed all tasks allocated to them