Marisol R.

Marisol R. Email and Phone Number

Funding Manager
Marisol R.'s Location
United States, United States
About Marisol R.

COMPLIANCE MANAGER – FUNDING EXPERTPlaces the Customer at the Center | Expedites Funding | Increases Accuracy | Ensures ComplianceDetail-focused funding manager with proven experience exceeding customer satisfaction targets and championing process improvements as well as systems enhancements that expedite funding and increase accuracy. Dedicated people manager who hires and supervises top-performing teams. Known for bringing insight to business strategies, analyzing large and complex data sets, and recommending solutions to customer issues. Bilingual (Spanish) communicator who builds strategic partnerships with dealers and customer stakeholders to expedite funding process. Manages $1B+ account portfolios, maintains detailed records and documentation, and enforces strict standards and regulations.CORE COMPETENCIESFunding | Data Analysis | Communication | Organization | Problem Solving | Process Improvement Customer Relationship Management | People Management | Strategic Partnership Building

Marisol R.'s Current Company Details

Funding Manager
Marisol R. Work Experience Details
  • Great Lakes Financial
    Funding Manager
    Great Lakes Financial Nov 2018 - Feb 2024
    Chicago, Illinois
    Brought in to oversee funding department for a small subprime bank. Provide direction in boosting customer service delivery. Manage the life cycle of multiple funding processes concurrently. Build and establish strategic partnerships with dealers—including Bob Rohrman, Gary Lang Chevy, Landmark Cadillac, Kunes Country Auto, and more. Liaise closely between dealers and customers to review and approve auto loans. Assess customer financial data and employment to verifying information.➢ Increased customer satisfaction and retention by facilitating prompt process of timely funding, improving accuracy of information, and adhering to strict regulatory guidelines.➢ Completed an average of 100 loans each month valued at as much as $12K in accordance with financial policies and procedures.➢ Selected to supervise GLF Illinois dealer funding of verifying data of clients’ residence, employment, income, and valid diver license.➢ Recommended and oversaw a project of upgrading the record keeping system to a more efficient platform, allowing for faster time to completion with increased accuracy.➢ Established strategic partnerships with dealers by building rapport, communicating regularly throughout the funding process, and following clear guidelines.➢ Collaborated with auditors to ensure timely completion of finacial audits and regulatory compliance.
  • Honor Finance Llc
    Funding Specialist
    Honor Finance Llc Jun 2017 - Aug 2018
    Evanston, Illinois, United States
    Promoted 2x in 4-year span. Appointed to head a talented team of 5 responsible for growing a portfolio of accounts and overseeing the completion of escalated funding processes. Worked with leadership to strategize on steps for amplifying customer service delivery. Managed escalations by addressing and quickly resolving issues. Conducted reviews of funding processes to ensure accuracy of information and compliance with regulations.➢ Led team in exceeding customer service targets by communicating step-by-step guidelines, carrying out regular reviews, and recommending solutions to more complex customer issues.➢ Bolstered customer service delivery by collaborating on initiatives focused on streamlining processes and procedures within the funding process.➢ Strengthened account efficiency by directing the process of loans with negative account standings.➢ Recognized for completing work with exceptional accuracy by partnering closely with dealers, budget owners,and stakeholders to complete month-end close while enforcing strict standards and guidelines.
  • Honor Finance Llc
    Team Lead
    Honor Finance Llc Jul 2015 - Jun 2017
    Chicago, Illinois, United States
  • Honor Finance Llc
    Senior Account Manager
    Honor Finance Llc Jul 2014 - Jul 2015
    United States
  • C.H. Robinson
    Account Receivable Analyst
    C.H. Robinson Aug 2007 - Sep 2016
    Chicago, Il
    As an account receivable analyst, I oversaw the portfolio of assigned customers and ensured continued business from existing clients by maintaining a positive relationship when managing their accounts. I worked with Sales and Carrier Representatives in Recruited to service a $100B portfolio of accounts, establish strong customer relationships, and facilitate the billing process. Collaborated with sales team to create complex Excel spreadsheets, compile reports, finalize adjustments, and expedite email communication for timely funding. Completed accounts receivables functions for portfolio.➢ Audited customer accounts regularly and carried out timely updates, optimizing billing accuracy.➢ Achieved 100% customer satisfaction by utilizing strong listening and communication skills to understandcustomer needs and recommending quality solutions.➢ Resolved complex aging issues by designing an Excel spreadsheet for clients, highlighting financial status, providing analysis of financial performance, and pinpointing/solving discrepancies and errors.facilitating the billing process for our customer accounts. I also researched, analyzed and problem solved accounting inaccuracies.

Marisol R. Education Details

Frequently Asked Questions about Marisol R.

What is Marisol R.'s role at the current company?

Marisol R.'s current role is Funding Manager.

What schools did Marisol R. attend?

Marisol R. attended Devry University.

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